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汽车普涨行情延续!
Ge Long Hui· 2025-08-26 19:23
在央行流动性支持、消费刺激政策加码及中报业绩披露等多重利好因素共同作用下,中国资本市场整体向好。 汽车业上市公司更是迎来普涨行情,总市值大幅攀升。 01 随着央行持续开展大额逆回购和MLF操作,银行体系流动性充裕,对股市构成利好。 其中,8月15日央行开展5000亿元6个月期买断式逆回购操作。8月25日又开展6000亿元1年期MLF操作,净投放3000亿元。 资金积极入场,汽车业上市公司延续普涨行情。 8月25日,东风汽车集团(00489.HK)暴涨55.28%,股价一举突破9港元,最高一度突破10港元;蔚来港股大涨超15%;广汽集团涨幅超8%…… 虽然汽车市场很骨感,但资本市场很丰满。 不仅如此,有分析指出,当前可能以存量散户加杠杆入市为主,伴随市场赚钱效应提升,居民部分资金可能正从银行存款、理财等流向股市。 此外,消费品"以旧换新"政策加码,后续政策可能在上调资金支持规模、扩大品类范围等方面发力,以直达消费者,有效扩大内需、提振消费。 再加上中期业绩密集披露,亦成为影响个股涨跌的重要因素。 综合上述因素,中国三大股指继续上涨。 02 聚焦到汽车行业,《汽车K线》统计102只中国汽车股中,超7成半个股实现上 ...
济南悦骋哈弗旗舰中心盛大开业,哈弗猛龙2026款重磅上市
Qi Lu Wan Bao· 2025-08-23 09:07
8月23日,济南悦骋哈弗旗舰中心开业盛典在吉港汽车城隆重举行。长城汽车东部战区及顺骋集团多位领导、媒体代表、哈弗车友及嘉宾齐聚泉城,共同见 证哈弗品牌在山东区域这一全新旗舰枢纽的正式启航。 活动在热情洋溢的乐队表演中拉开帷幕,上午10时28分,开业仪式正式开始。主持人首先介绍出席嘉宾,包括长城汽车东部战区营销总监孙振翔先生、长城 汽车东部战区市场总监张广平先生,顺骋集团副总裁哈弗品牌部总经理东庆勇先生、顺骋集团副总裁售后服务总经理尹逊喜先生、顺骋集团CGO宋希明先 生、吉港汽车城董事长王玉国先生、齐鲁晚报·齐鲁壹点汽车展销部副主任陈颖先生,以及济南悦骋哈弗旗舰中心总经理曹鹏先生等。 长城汽车东部战区营销总监孙振翔先生在致辞中表示,济南悦骋旗舰中心的落成是哈弗品牌"百城百店"战略布局的重要一步,未来将持续为山东消费者提供 更卓越的产品和更高品质的服务。 济南悦骋总经理曹鹏先生在欢迎词中强调,新中心将致力于为本地用户带来更尊贵、便捷的汽车生活体验,兑现"极致服务"的品牌承诺。 随后,长城汽车东部战区营销总监孙振翔先生和顺骋集团副总裁哈弗品牌部总经理东庆勇先生一同为舞狮点睛,祥狮欢舞、采青吐福,寓意生意兴隆、财源 ...
智通港股解盘 | 杰克逊霍尔年会考验鲍威尔 市场进入分化阶段
Zhi Tong Cai Jing· 2025-08-21 13:01
Market Overview - The Hong Kong stock market experienced a decline of 0.24% amid complex external conditions and concerns over upcoming remarks by Federal Reserve Chairman Jerome Powell at the Jackson Hole conference [1] - The geopolitical situation remains tense, with reports of large-scale airstrikes by Russian forces on Ukraine and renewed military actions in the Middle East [1][2] Company Performance - Chinese gold stocks, such as China Gold International (02099) and Chow Sang Sang (00116), saw significant gains, with increases of nearly 5% and over 7% respectively [1] - The Hong Kong Stock Exchange (HKEX) is considering extending trading hours, with plans for a 24-hour trading mechanism by 2026, although this may not be favorable for all investors [2] Digital Currency Developments - China is reportedly considering allowing the use of RMB-backed stablecoins, which could significantly enhance the internationalization of the RMB [3] - Related stocks in the stablecoin sector, such as ZhongAn Online (06060) and Guotai Junan International (01788), experienced notable increases [3] Health Sector Insights - The Chinese government has issued guidelines to promote ear and hearing health, which has positively impacted healthcare stocks like Dingdang Health (09886) and Ping An Good Doctor (01833) [3] Transportation and Logistics - China Railway Group announced a significant tender for high-speed trains, exceeding market expectations, which is likely to benefit companies like CRRC (01766) and Times Electric (03898) [3] - The shipping sector is poised for growth, particularly with the increase in trade with ASEAN countries, benefiting companies such as China Ocean Shipping (00598) and Sea Group (01308) [6] Individual Stock Highlights - Sea Group (01308) reported a revenue of approximately $1.6645 billion, a year-on-year increase of 28%, with a profit growth of 79.5% [7] - The company is expanding its fleet with new container ships to meet growing operational demands, which is expected to enhance its market position [8] - The demand for smaller container ships remains strong due to limited supply and economic growth in Southeast Asia [8]
异动盘点0821|中国联通涨超4%,周生生涨近3%,劳氏上调全年销售指引
贝塔投资智库· 2025-08-21 04:01
Group 1 - The core viewpoint of the article highlights the positive performance of various companies in the Hong Kong stock market, with significant profit growth and strategic initiatives such as share buybacks and financing rounds [1][2][3][4]. Group 2 - 万国数据-SW (09698) reported a profit of 690 million RMB for the first half of the year, marking a turnaround from losses, and is currently pursuing a Series C financing round to support future projects [1]. - BOSS直聘-W (02076) saw a 85% increase in net profit year-on-year, with a nearly 20% rise in average monthly active users, and announced a share buyback plan of up to 250 million USD [1]. - 长城汽车 (02333) experienced a nearly 6% increase in stock price, with over 20,000 orders for the Haval Menglong 2026 model within 24 hours, indicating strong demand and potential for profit growth [1]. - 周生生 (00116) anticipates a mid-term profit increase to over 900 million RMB, driven by rising gold prices and effective cost control measures [1]. - 中国中车 (01766) saw a stock price increase of over 5% due to the successful bidding for 210 sets of trains, with expectations of sustained high railway investment [2]. - 中广核矿业 (01164) issued a profit warning, expecting a mid-term loss of up to 90 million HKD due to significant price fluctuations in uranium trading [2]. - 特步国际 (01368) reported better-than-expected performance, with a 12% higher net profit than Goldman Sachs' forecast, attributed to increased other income and revenue [2]. - 中国联通 (00762) experienced a stock price increase of over 4%, with expectations of stable dividend growth despite mid-term performance pressures [2]. - 玖龙纸业 (02689) anticipates a maximum annual profit growth of 190%, driven by declining costs [2]. - 海丰国际 (01308) reported a nearly 80% increase in net profit for the first half of the year, attributed to a 7.3% increase in container volume and a 22.8% rise in average freight rates [3].