炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 港股速报 | 港股持续走强 新消费概念股反弹 泡泡玛特领涨 每经记者|曾子建 每经编辑|袁东 1月6日，港股市场持续走强，各类指数纷纷高开。 后市展望： 东吴证券发布研报称，港股开年"独秀"全球，从中长期配置来看，当前位置有吸引力。未来该行预计南向资金会继续增配港股，边际增量主要来自保险和固 收+。外资是否大幅回流还是看基本面叙事是否有变化。港股从现在进入震荡上行期，仍需将红利作为底仓，把握上半年的科技成长行情。考虑估值，AH 对比视角，南向资金整体会增配港股科技成长股票，但港股科技行情仍会受海外降息节奏和美股科技行情影响，需动态观察。 恒生科技指数开盘报5787.01点，上涨45.38点，涨幅0.79%。截至发稿，恒生科技指数涨幅一度超过1.70%。 市场热点方面，新消费概念股迎来反弹。其中，泡泡玛特（HK09992）领涨，早盘一度涨超5%，新年以来累计涨超9%。此外，布鲁可涨超3%，老铺黄金、 奈雪的茶涨超1%。 浦银国际认为，作为全球潮玩行业的引领者，泡泡玛特具备稳固的基本面和高确定性的长期增长逻辑，但公司当前股价已回落至15倍P ...

12月22日，港股三大指数集体收涨，市场情绪表现平稳，大市或呈现持续反弹行情。恒生科技指数早盘一度涨超1.3%，最终收涨0.87%，恒生指数、国企指 数均上涨0.43%。 | 名称 | | 最新价 | 涨跌额 涨跌幅 | | --- | --- | --- | --- | | 恒生科技指数 | | 5526.83 | +47.79 +0.87% | | 800700 | wrigh | | | | 恒生指数 | want | 25801.77 | +111.24 +0.43% | | 800000 | | | | | 国企指数 200100 | What | 8939.68 | +38.45 +0.43% | 盘面上，大型科技股普遍上涨但波动相对较小，半导体芯片股、光通讯板块上涨明显，龙头中芯国际盘中涨超8%；免税概念股持续活跃，免税龙头中国中 免大涨近16%领跑；黄金白银股全天活跃，铜等有色金属股跟涨。 奢侈品股走低，生物医药股集体弱势。此外，三只新股上市均破发：明基医院暴跌超49%，印象大红袍暴跌超35%，华芢生物大跌超29%。 | | | 具体来看： 大型科技股普遍微涨，快手、京东、阿里巴巴、腾讯涨幅在 ...

Market Overview - The Hong Kong stock market experienced fluctuations on December 22, with the Hang Seng Index rising by 0.43% to close at 25,801.77 points, the Hang Seng Tech Index increasing by 0.87% to 5,526.83 points, and the National Enterprises Index up by 0.43% to 8,939.68 points [1] - Major technology stocks showed mixed performance, with Alibaba up by 0.76%, Tencent Holdings up by 0.08%, and JD Group up by 0.9%, while Xiaomi fell by 1.83% and NetEase by 0.09% [1] - The optical communication sector was strong, with Huiju Technology rising by 13% and Changfei Optical Fiber Cable up by 11% [1] - Duty-free concept leader China Duty Free Group surged over 15%, while the new consumption sector saw significant gains, with Mixue Group up over 10% and Pop Mart up over 4% [1] - Chip stocks also rose, with SMIC increasing by nearly 6% and Hua Hong Semiconductor up over 5% [1] - Gold stocks generally rose, with China National Gold up over 7% and Shandong Gold up over 5% [1] - Four new stocks were listed, including Impression Dahongpao and Huacheng Biotechnology, all of which experienced a decline in their initial trading [1] Company News - SF Holding reported a total revenue of 27.173 billion yuan for November, a year-on-year increase of 7.85%, with express logistics revenue growing by 9.88% and business volume increasing by 20.13% [2] - Capital Venture expects to achieve an unaudited net profit of approximately 115 million to 140 million HKD for the fiscal year ending September 30, 2025, marking a turnaround from losses, primarily due to improved performance in listed equity investments [2] - Tianqi Lithium announced the completion of the third phase of its chemical-grade lithium concentrate expansion project, which has officially commenced trial production [3] - Qingdao Port plans to purchase two assets from the cruise port development for the Qingdao Shipping Financial Center [4] - CanSino Biologics has initiated Phase I clinical trials for its DTCP–HIb–MCV4 combined vaccine, completing the enrollment of the first subject [5] - Junshi Biosciences received FDA approval for the Phase I clinical trial application of its biosimilar HLX18 for the treatment of various solid tumors [5] - China National Nuclear Corporation's subsidiary, CNNC Haidewei, received clinical approval for its BNCT boron drug [6] - Hisense Home Appliances subscribed to a financial product from Jingu Trust worth 1.892 billion yuan [7] - Evergrande Property's liquidator has received several updated non-binding offers from selected bidders, which are currently under consideration [7] - Ruian Construction completed the sale of Ruian Property Management Services [8] - Tianjin Port Development's subsidiary plans to purchase ten gantry cranes for 185 million yuan [9] Institutional Insights - CITIC Securities noted that after a strong rally in September, the Hong Kong market has experienced fluctuations since October due to varying overseas macro expectations, with quality assets becoming more attractive [10] - Huatai Securities indicated that the market is still in a left-side layout phase, with uncertainties surrounding the "Santa rally" and potential supply-demand pressures at year-end [10] - China Galaxy suggested focusing on the technology sector as a long-term investment theme, which has seen valuation corrections and may rebound due to multiple favorable factors [10] - The consumption sector is expected to receive significant policy support, with current valuations at relatively low levels, indicating potential for long-term growth [10]

12月22日，港股市场新消费概念股走强，其中，蜜雪集团涨近10%，老铺黄金涨超5%，锅圈涨超4%， 布鲁可、泡泡玛特、古茗涨超3%，沪上阿姨、毛戈平、卫龙美味涨超2%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02097 | 奢雪集团 | 9.97% | 434.400 | 1649.06亿 | 114.52% | | 06181 | 老铺黄金 | 5.24% | 692.500 | 1221.49亿 | 209.43% | | 02517 | 锅圈 | 4.49% | 3.490 | 91.95亿 | 96.09% | | 00325 | 布鲁可 | 3.75% | 71.850 | 178.58亿 | 19.06% | | 09992 | 泡泡玛特 | 3.58% | 199.800 | 2683.2亿 | 125.10% | | 01364 | 古客 | 3.04% | 25.060 | 595.97亿 | 178.14% | | 02589 | 沪上阿姨 | 2.84% | 94. ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.2% to 25,742.24 points, the Hang Seng Tech Index up by 0.89%, and the State-Owned Enterprises Index rising by 0.27% [1][9]. Sector Performance - The semiconductor sector showed strong performance, with SMIC (中芯国际) rising over 7% to a price of 69.800 [3][12]. - Gold stocks experienced a broad increase, with Lingbao Gold (灵宝黄金) rising over 6% as gold prices surpassed $4,380, setting a new historical high [3][15]. - The new consumption concept stocks mostly rose, with Mixue Group (蜜雪集团) increasing by over 9% to 432.200 [6][16]. New Listings - Four new stocks were listed today: Impression Dahongpao, Huasheng Biotechnology, Mingji Hospital, and Nanhua Futures, all of which faced significant declines, with Mingji Hospital dropping over 42% and Impression Dahongpao down by 25% [7][17]. Investment Insights - The entry of new shareholders into Anjieli Meiwai, including state-backed funds, indicates recognition of the company's technological strength in packaging substrates, which is a focus area for domestic innovation [2][11]. - Goldman Sachs has identified "going long on gold" as a core high-conviction trading strategy, driven by central bank purchases and cyclical support from potential Federal Reserve rate cuts [5][14]. Economic Context - Recent policies aimed at boosting domestic consumption were highlighted, with the central economic work conference emphasizing the importance of a strong domestic market [6][16].

Group 1 - The A-share market saw all three major indices open higher, with the ChiNext Index rising over 2% and the Sci-Tech 50 Index increasing nearly 2% [1] - The Hainan Free Trade Zone concept remains strong, with Hainan Development achieving two consecutive trading days of gains and Haikou Group hitting the daily limit [8] - The commercial aerospace sector is experiencing a resurgence, with Shenjian Co. achieving three consecutive trading days of gains and Beidou Xingtong hitting the daily limit [9] Group 2 - Victory Energy (001331) has achieved a seven-day consecutive limit-up, with a cumulative increase of 77.22% since December 12, significantly deviating from market trends [4][6] - The company announced that its main business remains the procurement, transportation, and sales of liquefied natural gas, with no significant changes [6] - The stock transfer agreement signed by the controlling shareholder indicates a change in control to Qiteng Robotics, with no plans for asset restructuring in the next 12 months [6] Group 3 - The new consumption concept stocks in the Hong Kong market are performing well, with Mixue Group rising over 5% and Pop Mart increasing nearly 4% [12] - Institutional research reports suggest that the consumption sector will continue to see structural growth opportunities driven by technological advancements and policy support through 2026 [12] Group 4 - The Hainan Free Trade Port officially commenced operations on December 18, with Sanya reporting a duty-free sales figure of 1.18 billion yuan on the first day, reflecting a year-on-year increase of 85% [8] - The demand for space computing and the maturation of reusable rocket technology are expected to drive rapid growth in China's commercial aerospace sector [11] - The intelligent driving sector is also active, with Zhejiang Shibao achieving five consecutive trading days of gains following the announcement of the first L3-level autonomous driving license plate in Chongqing [11]

航空股延续涨势，首都机场涨超7%。上海浦东、虹桥机场及北京首都机场陆续启动新一轮免税招标， 关键变化是引入外资参与者。国泰海通证券发布研报称，上海机场新一轮免税合同模式出现调整，按照 提成比例中值16%静态测算，新旧模式机场免税收入基本持平；若实际综合提成比例高于中值，新合同 将提升机场免税收入。 | 代码 | 名称 | 最新价 涨跌幅 √ | | | --- | --- | --- | --- | | 00694 | 北京首都机场股1 | 2.860 | 7.12% | | 00670 | 中国东方航空股 | 5.180 | 4.65% | | 00753 | 中国国航 | 6.980 | 3.71% | | 01055 | 中国南方航空股 | 5.750 | 3.23% | | 00293 | 国泰航空 | 11.880 0.42% | | 锂电池股跌幅居前，宁德时代跌超3%。由于储能和商用车需求超预期爆发，摩根大通将2030年全球锂 需求预测上调至350万吨（共识上限）。分析师认为，中期4-7%的供需缺口将迫使碳酸锂价格在明年底 冲向18000美元，较现货价高出约33%。因此该行全面看多，直言锂价已进入 ...

美股11月非农就业人数高于预期，隔夜美股涨跌不一，中概指数跌0.34%。连续下跌的港股三大指数高 开，恒指涨0.03%，国指涨0.12%，恒生科技指数涨0.09%。大型科技股普遍高开飘红，锂电池股、新消 费概念股，黄金股、电子消费概念股普涨，隔夜美股特斯拉创新高，特斯拉概念股齐涨。另外，国际油 价走低，石油股下跌。(格隆汇) （原标题：港股早评：三大指数小幅高开，科技股普遍反弹，油价走低石油股下跌） ...

每经AI快讯，港股新消费概念局部走强，沪上阿姨涨超10%，布鲁可涨超3%，毛戈平、奈雪的茶等跟 涨。 ...

Group 1 - The new consumption concept in the Hong Kong stock market is showing strength, with notable gains in specific stocks [1] - "Hushang Auntie" (02589.HK) has increased by over 10%, indicating strong market interest [1] - Other companies such as "Blukoo" (00325.HK) have risen by more than 3%, along with "Mao Ge Ping" (01318.HK) and "Nai Xue's Tea" (02150.HK) also experiencing upward movement [1]