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氨双燃料中型LPG/液氨运输船
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平安证券(香港)港股晨报-20250730
Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion, with net inflows of 484 million from the Hong Kong Stock Connect [1] - The technology and financial sectors showed weakness, while the healthcare sector remained strong, with notable gains in stocks like MicroPort and WuXi AppTec [1][5] US Market Insights - US stock indices closed slightly lower, with declines of less than 0.5% across the board [2] - Tesla's stock fell by 1.4%, while Nvidia saw a 0.7% drop after reaching a new high [2] - Novo Nordisk's stock plummeted by 22% due to disappointing sales of its weight loss drug Wegovy and a downward revision of its outlook [2] Market Outlook - The report emphasizes that the Hong Kong market has advantages such as low valuations and increasing trading activity under a "profit-making effect," maintaining an optimistic medium to long-term outlook [3] - The report highlights the strong performance of A-shares, suggesting that the combined strength of A-shares and Hong Kong stocks will boost confidence in Chinese equity assets [3] - It is recommended to focus on sectors such as artificial intelligence, robotics, semiconductors, and innovative pharmaceuticals, which are supported by policy initiatives [3] Company Highlights - CIMC Enric (3899HK) announced a contract for the construction of 2+2 ammonia dual-fuel medium LPG/ammonia transport vessels, with a total order value exceeding 160 million USD [9] - CNOOC (00883HK) has commenced production at the Dongfang 1-1 gas field, which is China's first high-temperature, high-pressure low-permeability natural gas development project [9] - The report suggests that energy sector companies, particularly those with low valuations and high dividends, should be closely monitored [9] Stock Recommendations - ZTE Corporation (0763HK) is highlighted for its strong performance in the telecommunications sector, with a projected revenue of 121.299 billion RMB for 2024, despite a slight decline [10] - The company maintains a high gross margin of 37.91% and has shown significant growth in its enterprise and consumer business segments [10] - Analysts recommend actively monitoring ZTE due to its competitive advantages in the computing power sector and its low valuation relative to expected earnings [10]