智通财经7月4日电，港股光伏太阳能板块上扬，凯盛新能涨逾7%，卡姆丹克太阳能涨超6%，协鑫科 技、福莱特玻璃涨超2%。 ...

港股光伏太阳能板块高开，信义能源(03868.HK)涨超6%，凯盛新能(01108.HK)涨超1%。 ...

Group 1 - The Hong Kong stock market opened with the Hang Seng Index rising by 0.05% and the Hang Seng Tech Index increasing by 0.15% [1] - The photovoltaic solar panel sector opened positively, with Xinyi Energy rising over 6% and Kaisheng New Energy (600876) increasing by over 1% [1]

港股午间收盘，恒生指数涨0.62%，恒生科技指数跌0.27%。港股光伏太阳能板块涨幅居前，福莱特玻 璃涨超9%，信义光能涨超6%。 ...

Group 1 - The Hong Kong solar energy stocks experienced a volatile upward trend, with significant gains observed in several companies [1] - Sungrow Power Supply Co., Ltd. (00757.HK) rose over 7.5%, indicating strong market interest [1] - New Special Energy (01799.HK) increased by more than 6.5%, reflecting positive investor sentiment [1] Group 2 - GCL-Poly Energy Holdings Limited (03800.HK) and GCL New Energy Holdings Limited (00451.HK) both saw increases of over 2.7%, contributing to the overall positive performance of the sector [1] - Flat Glass Group Co., Ltd. (06865.HK) also experienced a rise of more than 2.5%, showcasing the strength of the solar energy market in Hong Kong [1]

Group 1: Market Performance - The Hong Kong stock market indices opened high but closed lower, with the Hang Seng Index down by 0.08%, the Hang Seng China Enterprises Index down by 0.15%, and the Hang Seng Tech Index down by 0.76% [1] - Coal stocks showed active performance, with Yancoal Australia up by 4.88%, China Coal Energy up by 3.57%, and South Gobi Resources up by 4.66% [2] - The pharmaceutical sector saw a broad increase, with Kangfang Biotech rising by 10.43% and Junshi Biosciences up by 8.85% [2] Group 2: Sector Highlights - Rare earth stocks led the gains, with China Rare Earth up by 13.24% and Jinli Permanent Magnet up by 3.41% following the Ministry of Commerce's approval of rare earth export licenses [1] - Precious metals stocks also surged, with China Silver Group leading at 17.65% increase, and Zijin Mining up by 2% [1] - The lithium battery and Tesla-related stocks experienced varying degrees of increase, while chip stocks faced declines, with Shanghai Fudan down by 4.36% [3] Group 3: Policy Impact - The State Council's recent policy aimed at improving basic medical insurance and drug access is expected to significantly impact the pharmaceutical sector, with 2025 projected as a pivotal year for innovative drug policies [2] - The coal industry is anticipated to see a turnaround as some production capacities are facing losses, indicating potential for recovery with supportive policies [2]

5月23日，港股三大指数涨跌不一。截至收盘，恒生指数涨0.24%，国企指数涨0.31%，恒生科技指数跌 0.09%。 分板块看，影视股再度上扬。阿里影业（01060.HK）涨8.45%，近4个交易日上涨63.83%。花旗指出大 麦2025财年稳健增长，认为其IP商品潜力尚未完全释放，「Chiikawa」和「蜡笔小新」将在2026财年带 来新贡献。其它概念股，猫眼娱乐（01896.HK）涨4.05%，柠萌影视（09857.HK）跟涨。 光伏太阳能概念股走高。福耀玻璃（03606.HK）涨4.64%，彩虹新能源（00438.HK）涨2.5%。此外， 部分核电概念股也涨幅居前，中广核矿业（01164.HK）涨8.5%，中广核电力（01816.HK）涨1.72%。 汽车产业链中，特斯拉概念、锂电池股、汽车经销商、汽车股等纷纷上扬。耐世特（01316.HK）涨 4.4%，永达汽车（03669.HK）涨2.37%，华晨中国（01114.HK）涨3.13%，长城汽车（02333.HK）涨 2.42%。据乘联分会5月22日最新调研，预计本月狭义乘用车零售市场总量将达到约185万辆，同比增长 8.5%，环比增长5.4%。 医药 ...

新能源汽车方面,比亚迪（002594）整车制造项目正带动千亿级产业集群加速崛起。比亚迪济南基地 2022年完成一期建设并下线首辆新能源汽车。2023年和2024年产能持续跃升,且不断产出新车型,目前海 豹06、海豹06GT、元plus、腾势N9等爆款十分畅销,而且吸纳了2.2万人稳定就业。今年,比亚迪济南基地 二期和零部件配套产业园也将全面启用,在济南起步区全域,构建以新能源汽车整车制造为龙头,动力电 池、电机、电控、智能驾驶系统等核心零部件配套项目为支撑的全产业生态,带动上下游企业400余家,为 济南工业强市战略和全省新能源汽车突破100万辆作出了贡献。与此同时,起步区还将于今年内开工建设 宾理科技高端新能源汽车、金固车用低碳新材料等一批先进制造业项目,引领济南新能源汽车千亿级产 业集群加速崛起。 4月28日,省政府新闻办公室举行新闻发布会,介绍山东深入贯彻黄河战略,加快济南起步区全面成形起势 情况。 据介绍,目前,起步区新时代现代化田园城市"1+4+16+N"的规划体系("1"是指《建设实施方案》这一纲领 性文件,"4"是指系统编制的4个统领全局的综合性规划,"16"是指保障当前建设发展亟需的16个专项规 ...