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港股午评 | 汽车、职业教育股爆发!吉利汽车涨近8%,新高教集团涨23%

Hong Kong Stock Afternoon Review | Automotive and vocational education stocks explode! Geely Auto rose nearly 8%, and New Higher Education Group rose 23%

富途資訊 ·  Oct 15, 2021 12:13

Futu Information on October 15 | the Hang Seng Index closed up 0.83% in the morning, and the Hang Seng Technology Index rose 1.02%.

By midday's close, Hong Kong stocks rose 949, fell 798, and closed flat at 1083.

Plate aspectScience and technology stockMajorityRiseMeituan rose by more than 3%, Tencent by more than 2%, JD.com by nearly 3%, Kuaishou Technology and Bilibili Inc. by more than 1%.

Non-ferrous metalPlate going higherChina's non-ferrous mining industry rose by more than 8%, Minmetals Resources by nearly 8%, and Zijin Mining Group and Jiangxi Copper by more than 7%.

Vocational EducationThe whole plate rose sharply.New higher education rose by more than 23%, Chinese education holding rose by more than 18%, oriental education in China rose by more than 18%, hope that education rose by nearly 17%, vocational education in South China rose by more than 9%, Yuhua Education rose by more than 14%, and China Science Education and Zhonghui Group rose by more than 12%.

Automobile stockThe increase expands.Geely Automobile rose nearly 8%, XPeng Inc. and Great Wall Motor rose more than 7%, and Byd Company Limited rose more than 6%.

PartCarbon neutralization concept stockShow a strong performanceChina-Guangzhou Nuclear Mining rose 15%, Zijin Mining Group rose more than 7%, Xiexin New Energy rose more than 8%, Flat Glass Group and Luoyang Glass shares rose more than 8%.

E-cigarette concept UnitGo higherSmoore International Holdings Limited is up nearly 10%, China's Bolton is up more than 5%, and Huabao International is up more than 6%.

Individual stocksZhonghui Group (00382.HK) $Up nearly 13%, the agency said the issuance of vocational education opinions is conducive to the repair of the valuation of the higher education sector.

$Zijin Mining Group (02899.HK)$The rise of more than 7% was boosted by the rise in energy prices, and the price of industrial metals such as copper, aluminum and lead soared collectively.

$time Electric (03898.HK) $With an increase of more than 12%, the company's IGBT has gradually entered the field of car regulation.

$Smoore International Holdings Limited (06969.HK) $It rose nearly 10% after announcing an adjusted net profit of 4.224 billion yuan in the first three quarters, an increase of 71.6% over the same period last year.

$Ganfeng Lithium (01772.HK) $It rose nearly 5% after the announcement estimated that net profit in the third quarter would increase by 425.98% compared with the same period last year. 527.59%.

$Zhongsheng Group (00881.HK) $It rose nearly 9% after it was reported that new car sales rose 18% year-on-year in the first nine months.

$COSCO Shipping Holdings (01919.HK) $It fell nearly 9%, and the Baltic dry bulk freight index continued to fall in recent days.

Big Motors:$ZTE Corporation (00763.HK) $The share price may rise over the next 60 days, with a target price of HK $32.Morgan Stanley released a research report saying that ZTE Corporation was given an "overweight" rating with a target price of HK $32. It is believed that the company's share price will rise within 60 days, with a probability of more than 80 per cent. According to the bank, ZTE Corporation expects net profit in the first three quarters to reach 5.6 billion to 6 billion yuan (the same below), an annual increase of 107% to 121%, which means a profit of 1.5 billion to 1.9 billion yuan in the third quarter, an annual increase of 78% to 125%. If similar earnings are maintained in the fourth quarter, full-year earnings are expected to reach 7.1 billion to 7.9 billion yuan, 5 to 15 per cent higher than the bank's current estimate of 6.8 billion yuan and the market estimate of 7 billion yuan.

HSBC study: restatement$Pacific Shipping (02343.HK) $With a "buy" rating, the target price rose 3.5% to HK $5.9.HSBC Research released a research report that reaffirmed Pacific Shipping's "buy" rating, raising the target price from HK $5.70 to HK $5.90, with a profit forecast of between 17% and 33% for 2021-23. According to the report, the average daily income (TCE) of the company's handy vessels increased by 35% in the third quarter, while that of super-large vessels increased by 68%. It is believed that in the third quarter alone, the company's basic profit is expected to be about $250 million, up from $150 million in the first half. The company's contracted convenience vessel freight in the fourth quarter is up 3% on a quarterly basis, while the freight for super-large vessels is 4% lower. Other things being equal, the fourth quarter is expected to be better than the third quarter. In addition, based on the income of its contracted vessels in October, the bank expects to make a profit of about US $100 million and expects to provide further upside for the shares on the uncontracted date.

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