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滚动更新丨A股三大指数集体高开;碳酸锂期货主力合约高开低走
Di Yi Cai Jing· 2025-08-12 01:45
Market Overview - The Shanghai Composite Index rose by 0.01%, the Shenzhen Component Index increased by 0.01%, and the ChiNext Index gained 0.06% [1][4]. Lithium Market - Lithium carbonate futures saw a significant drop, with the main contract's increase narrowing to nearly 4% after initially rising close to 10% at the opening [2][4]. - The price of lithium carbonate futures at 09:30 was reported at 84,100, with a decrease of 3,200 (3.96%) from the previous session [3]. A-shares Performance - A-shares opened higher, with the Xinjiang sector remaining active, particularly in wind power and vaccine concepts, while cyclical stocks generally retreated [4]. - The overall A-share market showed 2,118 stocks rising, 1,162 unchanged, and 2,137 declining [5]. Hong Kong Market - The Hang Seng Index opened lower, down 0.33%, with the Hang Seng Tech Index falling by 0.59%. Major tech stocks like Alibaba and Baidu dropped over 1% [6][7]. - Lithium mining stocks continued to rise, while pharmaceutical stocks remained active, with Fosun Pharma increasing by over 7% [6]. Monetary Policy - The central bank conducted a 7-day reverse repurchase operation of 114.6 billion yuan at an interest rate of 1.40%, with 160.7 billion yuan of reverse repos maturing today [8].
港股微升 恒指涨0.19% 科指跌0.01%
Xin Hua Cai Jing· 2025-08-11 11:17
个股方面,药明康德涨2.37%,美团跌1.32%,阿里巴巴涨1.89%,建设银行跌1.12%,山东黄金跌 7.99%,紫金矿业跌0.87%,小鹏汽车涨5.36%,蔚来涨2.62%,赣锋锂业涨20.91%,天齐锂业涨 18.19%,汇量科技涨7.55%,老铺黄金跌5.48%,国泰君安国际跌1.37%,工商银行跌1.30%。 成交额前三的个股中,腾讯控股收平,成交超65亿港元;小米集团跌0.88%,成交超64亿港元;中芯国 际涨0.08%,成交超52亿港元。 (文章来源:新华财经) 新华财经香港8月11日电(记者林迎楠)11日港股主要指数高开低走,截至收盘,恒生指数上涨0.19% 至24906.81点,恒生科技指数下跌0.01%至5460.02点,国企指数下跌0.08%至8888.08点。 当日恒指低开87.73点,早段曾转跌,其后再度回稳,恒生指数涨47.99点,主板成交超2009亿港元。截 至收盘,上涨股票1223只,下跌946只,收平990只。当日,港股通(南向)净流出超过3834万港元。 整体来看,多数板块上涨,生物科技、券商、创新药、锂电池等股多为上涨,科网、房地产、新能源车 企等股有涨有跌,黄金、芯片 ...
恒指收跌222点,全周升351点
Guodu Securities Hongkong· 2025-08-11 08:12
Group 1: Market Overview - The Hang Seng Index closed at 24,858.82, down 222 points or 0.89%, while it gained 351 points or 1.4% over the week [3][4] - The market experienced a total trading volume of 206.7 billion HKD, with a net inflow of 6.271 billion HKD from northbound trading [3] Group 2: Macroeconomic and Industry Dynamics - The Hong Kong government has actively attracted investment and talent, bringing in 84 key enterprises in advanced technology, expected to generate approximately 50 billion HKD in investment and create over 20,000 jobs in the coming years [7] - The wealth management sector in Hong Kong has seen significant growth, with HSBC adding 600,000 clients and Standard Chartered reporting an 8% annual growth in affluent clients [8] Group 3: Automotive Industry Insights - GAC Group reported a 15.4% decline in July vehicle sales, with production down 18.06% [14] - BYD's ATTO 2 electric SUV was launched in Hong Kong at a post-tax price of 169,800 HKD, aiming to capture the entry-level electric vehicle market [15]
南向资金恢复净买入态势,机构称AI将引领港股科技向上
Mei Ri Jing Ji Xin Wen· 2025-08-06 02:52
Group 1 - The Hong Kong stock market opened lower on August 6, with the Hang Seng Index down 0.15%, the Hang Seng Tech Index down 0.31%, and the National Enterprises Index down 0.21% [1] - Southbound capital saw a net inflow of HKD 23.426 billion, marking the highest single-day net inflow since April 10, with a cumulative net purchase of HKD 884.382 billion year-to-date, significantly surpassing last year's total [1] - The Hang Seng Tech Index ETF (513180) experienced a net inflow of HKD 2.561 billion over the last five trading days, indicating strong interest in the tech sector [1] Group 2 - AI is driving an upward cycle in the tech sector, with Hong Kong tech assets expected to have greater upside potential due to their scarcity [2] - The recent acceleration in large model technology iterations, exemplified by China's Deepseek-R1 model, is anticipated to enhance AI commercialization [2] - The expectation of a 25 basis point rate cut by the Federal Reserve in September, with over 90% probability, is likely to benefit the Hong Kong market, particularly the tech sector [2] - The Hang Seng Tech Index remains in a historically undervalued range and is highly sensitive to changes in the US-China interest rate differential, positioning it to benefit from a loose overseas liquidity environment [2]
机构称港股市场回调带来结构性机会,建议“高切低”,重视对科技板块的配置
Mei Ri Jing Ji Xin Wen· 2025-08-04 01:48
Group 1 - The Hong Kong stock market opened lower on August 4, with the Hang Seng Index down 0.31% at 24,431.88 points, the Hang Seng Tech Index down 0.66%, and the National Enterprises Index down 0.35% [1] - The technology sector saw mixed performance, while gold stocks collectively rose and Chinese brokerage stocks weakened [1] - The largest ETF tracking the Hang Seng Tech Index (513180) followed the index down, with leading stocks like BYD, Alibaba, Meituan, and Li Auto declining, while Honghua Semiconductor, Lenovo Group, and Xiaomi Group gained [1] Group 2 - Huatai Securities noted in its strategy report that the recent pullback in the Hong Kong market is primarily due to adjustments in internal and external expectations, but the medium-term liquidity easing logic remains unchanged [2] - The report emphasizes the need for investors to shift from previously high-concentration "high-cut low" strategies to replenishing positions in sectors with improving conditions and low valuations, particularly in the technology sector [2] - As of August 1, the latest valuation (PETTM) of the Hang Seng Tech Index ETF (513180) was 21.23 times, which is at the 18th percentile of its valuation since the index was launched on July 27, 2020, indicating that the current valuation is lower than 82% of the time since the index's inception [2]
港股开盘 | 港股三大指数集体低开 华泰证券:港股回调带来结构性机会
智通财经网· 2025-08-04 01:41
Market Overview - The Hong Kong stock market opened lower on August 4, with the Hang Seng Index down 0.31%, the Hang Seng Tech Index down 0.66%, and the China Enterprises Index down 0.35% [1] - Technology stocks showed mixed performance, with NetEase slightly up by 0.1% and Alibaba down over 1% [2] Market Strategy and Analysis - Huatai Securities reported that the recent pullback in the Hong Kong stock market is mainly due to adjustments in internal and external expectations, but the medium-term liquidity easing logic remains unchanged. They recommend focusing on sectors with improving sentiment and low valuations, particularly in technology [3] - Guosen Securities noted that the funding environment for Hong Kong stocks this year has been characterized by a resonance of both domestic and foreign capital easing. They believe that Hong Kong stocks remain within a reasonable valuation range compared to A-shares, with significant recovery potential in technology and pharmaceutical sectors [3] - Dongwu Securities expressed concerns about rising overseas risks, including the potential for reduced global capital interest in Chinese assets due to rising dollar assets and the nearing deadline for tariff negotiations [3] - CITIC Securities indicated that there is an increasing confidence trend in certain sub-sectors, with earnings expectations being revised upward ahead of earnings reports. They highlighted that while technology stocks have seen slight downward adjustments in earnings expectations, sectors like new energy vehicles and semiconductors show significant potential for earnings elasticity [4] - Ping An Securities (Hong Kong) remains optimistic about the long-term outlook for the Hong Kong stock market, emphasizing low valuations and active trading under the "profit-making effect." They suggest focusing on technology sectors such as artificial intelligence, robotics, and innovative pharmaceuticals [4] Company News - PCCW reported a revenue of HKD 18.922 billion for the first half of the year, a year-on-year increase of 7%, with a net loss of HKD 0.445 billion, narrowing by 4% [6] - Xinyi Solar reported a revenue of HKD 10.932 billion, a year-on-year decrease of 6.5%, with a net profit of HKD 0.746 billion, down 58.8% [6] - Xinyi Glass reported a revenue of HKD 9.821 billion, a year-on-year decrease of 9.7%, with a net profit of HKD 1.013 billion, down 59.6% [6] - Xinyi Energy reported a revenue of HKD 1.21 billion, a year-on-year increase of 7.7%, with a net profit of HKD 0.45 billion, up 23.4% [6] - Derun Shipping announced a profit warning, expecting a mid-term net profit of approximately USD 180-200 million, a year-on-year increase of about 220% to 255% [6] - BYD reported sales of approximately 2.4903 million new energy vehicles in the first seven months, a year-on-year increase of 27.35% [6] - Great Wall Motors reported total vehicle sales of approximately 674,200 units in the first seven months, a year-on-year increase of 3.57% [6] - Li Auto delivered 30,731 new vehicles in July [6]
AH股震荡上涨,创业板涨0.6%,创新药再度走强,恒科指涨0.3%,科网股活跃,商品、国债齐跌
Hua Er Jie Jian Wen· 2025-08-01 02:12
Market Overview - A-shares experienced a slight increase with the Shanghai Composite Index down by 0.12% and the Shenzhen Component Index up by 0.35% as of the report [1] - The Hang Seng Index decreased by 0.04% while the Hang Seng Tech Index increased by 0.27% [2][3] Sector Performance - The pharmaceutical sector showed strong performance with several companies reaching their daily limit up, including Zhongsheng Pharmaceutical and Lianhuan Pharmaceutical [11] - The photovoltaic sector also saw gains, with companies like Jiejia Weichuang hitting the daily limit and others like Qidi Design rising over 10% [14][15] - NIO's stock surged over 8% following the launch of its new model, the L90, priced at 265,800 yuan [9] Bond Market - The bond market saw a slight decline, with the 30-year, 10-year, 5-year, and 2-year government bond futures all experiencing minor drops [3][4] Commodity Market - Domestic commodity futures mostly declined, with coking coal dropping over 4% and polysilicon down by 3% [5][18] - Lithium carbonate and shipping indices saw increases of over 1% [5][18] Regulatory Developments - The Ministry of Industry and Information Technology issued a notice regarding energy-saving inspections for the polysilicon industry, aiming to reduce the burden on enterprises [8]
港股午评:恒生科技指数探底回升收涨0.34% 科网股表现强劲
news flash· 2025-07-31 04:09
金十数据7月31日讯,早间恒指跳空低开近200点,随后击穿25000点维持水下震荡,最低见24778.49 点。恒生科技指数探底回升午前转涨。截至午间收盘,恒指收跌1.07%,报24906.39点,科指收涨 0.34%,报5509.61点,恒指大市成交额达1671.78亿港元。盘面上,科网股表现强劲领涨大盘,半导体 板块涨幅居前,医药股部分分化,贵金属、钢铁、煤炭等周期股领跌大盘,汽车股延续疲软。个股方 面,快手(01024.HK)收涨8.98%;中芯国际(00981.HK)收涨1.99%;宁德时代(03750.HK)绩后收跌 2.95%;药明康德(02359.HK)收跌3.75%,公司拟折价6.9%配售7380万股H股,筹资77亿港元;中国神华 (01088.HK)收跌2.16%;鞍钢股份(00347.HK)收跌4.51%。 港股午评:恒生科技指数探底回升收涨0.34% 科网股表现强劲 ...
港股收评:恒指跌1.36%科指跌2.72%!科网股普跌理想汽车跌12%,平安好医生涨11%,中国卫生集团涨48%,中芯国际跌5%
Sou Hu Cai Jing· 2025-07-30 08:27
7月30日消息,三大指数低开低走。截至收盘,恒生指数跌1.36%,报25176.93点,恒生指数跌2.72%, 国企指数跌1.18%。盘面上,科网股普跌,京东、阿里巴巴、百度跌超2%,腾讯跌超1%;AI医疗概念 股、医疗设备及用品股大涨,平安好医生涨超11%,中国卫生集团涨超48%;油气设备与服务股涨幅居 前,山东石墨涨超16%;汽车股大跌,理想汽车跌超12%;芯片股走弱,中芯国际跌超5%。 | 代码 | 名称 | | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 01833 | 平安好医生 | 0 | 12.060 | 11.67% | | 02252 | 微创机器人-B | | 23.000 | 9.26% | | 02192 | 医航通 | | 16.300 | 7.66% | | 02273 | 固牛堂 | | 36.700 | 3.67% | | 00241 | 阿里健康 | | 4.960 | 2.27% | | 02158 | 医渡科技 | | 6.580 | 1.08% | AI医疗概念股 油气设备与服务股涨幅居前,山东石墨涨超16%。国际油价 ...
恒生科技指数ETF(513180)跌幅持续拉大,机构:或迎来景气和估值改善双击
Mei Ri Jing Ji Xin Wen· 2025-07-29 02:37
Group 1 - The Hong Kong stock market experienced a decline, with the Hang Seng Technology Index dropping over 1.5%, and major tech stocks such as NIO, Bilibili, Alibaba Health, SenseTime, Horizon Robotics, Baidu, and Kuaishou seeing significant losses [1] - Huatai Securities highlighted in a recent report that the Hong Kong tech sector may lead a third round of asset revaluation in China, following a previous revaluation driven by the DeepSeek market at the beginning of the year [1] - The report indicates that after a rapid increase, negative pressures have emerged in the third quarter, but recent marginal changes suggest that the intensity of these pressures is milder than expected [1] Group 2 - As of July 28, the latest valuation (PETTM) of the Hang Seng Technology Index ETF (513180) was 21.58 times, which is below 79% of the time since the index was launched on July 27, 2020, indicating that the technology sector remains historically undervalued [2] - The high elasticity and growth characteristics of the Hang Seng Technology Index suggest it has greater upward momentum, making it an attractive option for investors without a Hong Kong Stock Connect account to access core Chinese AI assets [2]