9月12日，A股盘中探底回升，尾盘再度走弱，创业板指跌超1%；港股强势上扬，恒生科技指数盘中涨超2%。 具体来看，A股三大股指尾盘均走低，创业板指跌超1%，科创50指数逆市上扬。截至收盘，沪指跌0.12%报3870.6点，深证成指跌0.43%报12924.13点，创业板指 跌1.09%报3020.42点，科创50指数涨0.9%，沪深北三市合计成交25486亿元，较此前一日增加837亿元。 场内近3400股飘绿，金融、酿酒等板块走低；有色板块强势拉升，北方铜业、湖南白银等涨停；地产板块走高，荣盛发展、南都物业等涨停，首开股份8日斩获7 板；半导体板块活跃，今日复牌的芯原股份（688521）涨停，续创历史新高；寒武纪盘中涨近10%重返1500元上方；影视股再度上扬，幸福蓝海涨超12%，金逸 影视收获3连板，中国电影亦涨停。值得注意的是，赢合科技尾盘强势涨停，股价创近4年新高。 港股方面，药捷安康大涨77%，盘中一度涨超130%；百度集团涨超8%，阿里巴巴涨超5%，周杰伦旗下的巨星传奇盘中一度涨超20%。 有色板块拉升 有色板块盘中强势拉升，截至收盘，电工合金20%涨停，新威凌涨近12%，盛达资源、豫光金铅、北方铜 ...

【导读】"周杰伦概念股"牵手宇树科技，一度狂飙近37%！理想汽车大跌 中国基金报记者 郭玟君 7月30日，香港三大股指均出现回调。香港恒生指数跌1.36%，报25176.93点；恒生科技指数跌2.72%，报5490.76点；恒生中国企业指数跌1.18%，报 9038.27点。大市成交3196.52亿港元。南向资金连续加仓后并未停歇，再度加仓117.14亿港元。 | 序号 | 名称 | 代码 | 现价 | 涨跌 | 涨跌幅 ▼ | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 中国石油股份 | 0857 | 7.820 c | 0.290 | 3.85% | 24.86亿 | 32.90% | | 2 | 中国石油化工股份 | 0386 | 4.730 c | 0.130 | 2.83% | 13.75亿 | 10.23% | | 3 | 恒隆地产 | 0101 | 7.950 c | 0.200 | 2.58% | 1.94亿 | 36.05% | | 4 | 石药集团 | 1093 | 10.100 c | 0.23 ...

Market Overview - The Hong Kong stock market experienced a decline on July 30, with the Hang Seng Index falling by 1.36% to 25,176.93 points, the Hang Seng Tech Index dropping by 2.72% to 5,490.76 points, and the Hang Seng China Enterprises Index decreasing by 1.18% to 9,038.27 points [2][3] - The total market turnover was HKD 319.65 billion, with southbound funds continuing to increase their positions by HKD 11.714 billion [2] Company Performance - Li Auto saw the largest decline among electric vehicle stocks, dropping 12.84% to HKD 104.50 per share, attributed to its new electric SUV pricing being lower than market expectations and a drop in US stock prices [10][14] - Other notable declines included Hang Seng Bank down 7.40%, SMIC down 5.90%, and BYD down 5.77% [3][4] - Conversely, "Jay Chou concept stock" Giant Legend surged nearly 37% after announcing a partnership with Yushu Technology, closing at HKD 13.26 per share, a rise of 17.97% [7][9] Industry Trends - The electric vehicle sector faced significant downturns, with the EV index falling by 6.57% and related stocks like CATL and Xpeng also experiencing declines [6][14] - In contrast, the energy sector showed resilience, with the energy index rising by 1.95%, driven by gains in major oil companies such as China Petroleum and Sinopec [5][6]

Market Overview - On July 30, Hong Kong's three major stock indices experienced a pullback, with the Hang Seng Index down 1.36% to 25,176.93 points, the Hang Seng Tech Index down 2.72% to 5,490.76 points, and the Hang Seng China Enterprises Index down 1.18% to 9,038.27 points. The total market turnover was HKD 319.65 billion. Southbound funds continued to increase their positions, adding HKD 11.714 billion [2]. Company Performance - Li Auto saw a significant decline of 12.84%, closing at HKD 104.50 per share, primarily due to its first pure electric SUV, the Li i8, being priced lower than market expectations and being affected by a drop in US stocks [4][18]. - The stock performance of major companies included: - Li Auto: -12.84% with a turnover of HKD 7.283 billion [5] - Hang Seng Bank: -7.40% with a turnover of HKD 1.250 billion [5] - SMIC: -5.90% with a turnover of HKD 6.065 billion [5] - BYD: -5.77% with a turnover of HKD 9.308 billion [5] - In contrast, the "Big Three Oil Companies" saw gains, with China Petroleum up 3.85%, China Petrochemical up 2.83%, and China National Offshore Oil up 1.48% [6]. Concept Stock Surge - The stock of Giant Legend, known as the "Jay Chou concept stock," surged nearly 37% after announcing a partnership with Yushu Technology, which sparked investor interest in its IP business extending into the robotics industry [10][11]. - Giant Legend's stock opened high and reached a maximum increase of 36.65%, closing at HKD 13.26 per share, up 17.97% for the day. The company reported a significant increase in its IP creation and operation business due to successful TV shows featuring Jay Chou and other celebrities [11][16]. Industry Trends - The electric vehicle sector faced widespread declines, with the New Energy Vehicle Index dropping 6.57%. Other notable declines included CATL down 7.66%, BYD down 5.77%, and NIO down 5.64% [25]. - The performance of various industry indices showed that the non-essential consumer sector index fell 2.47%, the information technology sector index fell 1.45%, and the financial sector index fell 1.41%. Conversely, the energy sector index rose by 1.95% [8].

Market Overview - The three major indices showed mixed results, with the Shanghai Composite Index up 0.17%, the Shenzhen Component down 0.77%, and the ChiNext Index down 1.62%. The total market turnover was 1.871 trillion yuan, an increase of 41.7 billion yuan from the previous day, with over 3,500 stocks declining [1]. Company Highlights Giant Star Legend and Yushutech Partnership - Giant Star Legend's stock surged by 30% in early trading, reaching a peak increase of 36%, and has risen 185% since July [2][3]. - The company announced a partnership with Yushutech to develop consumer-grade robots with strong IP attributes, focusing on four-legged robotic dogs or robots [5][8]. - Giant Star Legend plans to allocate approximately 38.2% (around 124 million HKD) of its recent fundraising to expand its retail channel network, including vending machines and smart mechanical devices [8]. Happiness Blue Sea's Box Office Success - The film production company Happiness Blue Sea saw its stock hit the daily limit of 20%, marking a 113% increase over five days, effectively doubling its stock price [9][10]. - The film "Nanjing Photo Studio," produced by Happiness Blue Sea, has grossed over 6.61 billion yuan in its first six days, with over 18 million viewers, breaking the record for the highest single-day box office in the past three years for the summer season [10][12]. Industrial Fulian's Stock Movement - Industrial Fulian's stock rose by 6.7% after reaching a peak increase of 9.81%, following announcements from its parent company, Hon Hai Precision, regarding significant news pending disclosure [13][14]. - There are market speculations about a potential important cooperation or acquisition plan between Hon Hai Precision and another major player, Dongyuan Electric, after their stocks were suspended from trading [15].

Core Insights - Jay Chou's entry into Douyin (TikTok) has significantly boosted his popularity, gaining over 10 million followers in less than 24 hours, and reaching 20 million followers shortly after [2][3] - The surge in Chou's popularity has led to a notable increase in the stock prices of companies associated with him, termed "Jay Chou concept stocks," with some stocks experiencing gains of over 165% [4][6] Company and Market Impact - The company Giant Star Legend, which holds the IP development rights for Jay Chou, saw its stock price soar by 165% on July 9, closing at 98 HKD, and continued to rise by over 20% the following day [4][6] - A-share companies such as Zhizhong Home and Fengshang Culture also experienced significant stock price increases, with both hitting the daily limit up [7] - The business model of Giant Star Legend revolves around leveraging Jay Chou's IP in new retail, which is expected to enhance sales through his massive fanbase [6][14] Financial Performance - Giant Star Legend reported a total revenue of 584 million RMB in 2024, a year-on-year increase of 35.8%, with net profit rising by 62.4% to 56.05 million RMB [14] - The company's revenue growth is attributed to successful projects involving Jay Chou, including the TV show "Around the World with Jay Chou" [14] IP and Brand Development - Jay Chou's IP has been licensed across five core areas, generating over 1 billion RMB in sales through collaborations with over 200 licensing partners [11][14] - The company has plans to expand its product lines, including health drinks and various consumer goods, capitalizing on current market trends [19] Social Media and Engagement - Jay Chou's previous success on other platforms, such as Kuaishou, where he has 48 million followers, indicates a strong potential for monetization through social media [8][9] - His recent activities, including participation in a reality show and various public appearances, further enhance his brand visibility and engagement with fans [10][11]

Core Viewpoint - The article discusses the significant impact of Jay Chou's entry into Douyin on the stock market, particularly focusing on the stock performance of the company "Giant Star Legend" which is closely associated with him [7][11][13]. Group 1: Stock Market Impact - On July 9, 2023, Jay Chou's announcement of joining Douyin led to a dramatic increase in the stock price of Giant Star Legend, which saw a peak increase of over 160% during the trading day, closing at 12.440 HKD per share, a rise of 94.38% [11][14]. - The market capitalization of Giant Star Legend increased by approximately 5 billion HKD due to this surge [11]. - The influence of Jay Chou's Douyin account extended beyond Giant Star Legend, positively affecting the stock prices of several A-share companies, including Zhihong Home and Fengshang Culture, which also experienced significant gains [16][18]. Group 2: Company Overview - Giant Star Legend, listed on July 13, 2023, is primarily engaged in IP operation and new retail, with a significant portion of its revenue historically linked to Jay Chou [13][24]. - In 2019, nearly 90% of Giant Star Legend's revenue was related to Jay Chou, which has since decreased to around 60% as the company expanded its partnerships with other celebrities [24]. - The company has a long-term IP authorization agreement with Jay Chou, ensuring continued collaboration for at least 10 years [24]. Group 3: Product Development and Revenue - Giant Star Legend launched "Modong Coffee" in 2019, which became a leading product in the bulletproof beverage market, generating 333 million CNY in revenue within its first year [25][28]. - The company reported a 35.75% year-on-year increase in annual revenue, reaching 584 million CNY, with a net profit of 56.05 million CNY, marking a 62.40% increase [28]. - Plans for 2024 include the introduction of new product lines related to the "Zhou Tongxue" IP, as well as expanding retail presence through themed stores and pop-up shops [30][31][32].

Group 1 - The Hong Kong Monetary Authority (HKMA) Chief Executive, Eddie Yue, indicated a potential increase in Hong Kong dollar interbank rates due to reduced liquidity and recent triggers of the "weak side convertibility guarantee" [12] - As of July 11, the one-month interbank rate rose to 1.08%, while the overnight rate adjusted from near zero to 0.09% [12] - The HKMA emphasized the importance of monitoring financial market changes and maintaining monetary stability through the linked exchange rate system [12] Group 2 - The Hong Kong stock market showed mixed performance on July 11, with the Hang Seng Index rising by 0.46% to 24,139.57 points and the Hang Seng Tech Index increasing by 0.61% to 5,248.48 points [2] - Major blue-chip stocks like WuXi AppTec surged by 10.46%, while some consumer stocks like Lao Pu Gold and Pop Mart experienced declines of 11.42% and 4.14%, respectively [5][8] - The brokerage sector saw significant gains, with Zhongzhou Securities soaring by 47.47% and other firms like Guolian Minsheng and Hengtou Securities also posting substantial increases [2][4]

Market Performance - The Hong Kong stock market indices experienced fluctuations, with the Hang Seng Index rising by 0.46% to close at 24,139.57 points, the Hang Seng China Enterprises Index increasing by 0.22% to 8,687.56 points, and the Hang Seng Tech Index up by 0.61% to 5,248.48 points. The total market turnover was HKD 323.95 billion, with net inflows from southbound funds amounting to HKD 1.744 billion [1]. Brokerage Sector - Chinese brokerage stocks continued to perform strongly, with notable increases such as Guolian Minsheng rising by 15.40%, Hengtou Securities by 10.94%, Guotai Junan by 10.50%, and Zhongzhou Securities soaring by 47.47% [3]. - According to Kaiyuan Securities, the number of new accounts opened on the Shanghai Stock Exchange saw a significant year-on-year increase in June, along with a notable rise in trading volume. The brokerage sector is expected to maintain growth momentum in mid-year earnings reports, driven by themes such as stablecoins and overall market conditions [4]. Consumer Sector - Some new consumer stocks experienced a downturn, with Laopu Gold dropping by 11.42% and Pop Mart declining by 4.14%. CICC's report emphasized the importance of innovation, strategy, and operational capabilities in new consumer investments, suggesting that companies should convert traffic advantages into brand strength for sustainable growth [6]. Pharmaceutical Sector - WuXi AppTec saw a significant increase of 10.46% in its stock price. The company projected a revenue of approximately RMB 20.799 billion for the first half of the year, reflecting a year-on-year growth of about 20.64%. The net profit attributable to shareholders is expected to be around RMB 8.561 billion, marking a substantial year-on-year increase of approximately 101.92%, which includes investment gains from the sale of equity in an associate [12][8]. Celebrity-Related Stocks - Stocks related to Jay Chou, such as Superstar Legend, surged by 9.92% following his announcement of joining Douyin, which resulted in over 10 million followers within 21 hours [14].

Core Viewpoint - Jay Chou's entry into Douyin has generated significant engagement and has positively impacted related stocks, indicating a strong market response to celebrity endorsements in the digital space [1][8]. Group 1: Douyin Account Launch - Jay Chou launched his Douyin account on July 9, 2023, under the name "周同学," with over 15 million followers by the afternoon of July 11 [7]. - The first video posted on July 11 showcased AI-generated memories of Jay Chou's life, receiving over 6.12 million likes and 620,000 comments shortly after its release [4][1]. Group 2: Stock Market Reaction - Following the release of Jay Chou's video, shares of Giant Star Legend (6683.HK), associated with "Jay Chou concept stocks," surged by over 36% at one point, later stabilizing with a 12.71% increase, closing at HKD 14.54 per share [8].