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港股收评 | 科技股全线下挫,快手跌超8%,阿里跌超4%
Comments on Hong Kong stocks | Technology stocks fell across the board, with Kuaishou Technology falling by more than 8% and Ali by more than 4%.

富途資訊 ·  {{timeTz}}

港股收评

Evaluation of Hong Kong stocks

富途资讯11月26日 | 恒指险守24000点关口,收跌2.67%报24080点,创9月20日以来最大单日跌幅,国指跌2.65%报8576点,恒生科技指数跌3.25%报6151点。

The Hang Seng Index closed down 2.67% at 24080 points, the biggest one-day decline since Sept. 20, the National Index fell 2.65% to 8576 points, and the Hang Seng Technology Index fell 3.25% to 6151 points.

截至收盘,港股今日上涨476只,下跌1507只,收平850只。

By the end of the day, Hong Kong stocks were up 476, down 1507, to close flat.

板块方面,科技股多数下挫快手跌超8%,阿里巴巴跌超4%,美团跌近4%,腾讯跌超3%。

Plate aspectMost technology stocks fellKuaishou Technology fell by more than 8%, BABA by more than 4%, Meituan by nearly 4%, and Tencent by more than 3%.

生物技术板块部分走高,康诺亚-B涨近6%,腾盛博药-B涨超4%,药明康德、金斯瑞生物科技涨超2%,创胜集团-B跟涨。

Part of the biotechnology sector is higher.Konoya-B rose nearly 6%, Tengsheng Boyao-B rose by more than 4%, Wuxi Apptec and Genscript Biotech Corporation rose by more than 2%, and Chuangsheng Group-B rose.

光伏股下挫,保利协鑫能源跌逾7%,新特能源跌逾5%,北控清洁能源跌近5%。

Photovoltaic stocks fellPoly Xiexin Energy fell more than 7%, Xinte Energy fell more than 5%, and Beiqin Clean Energy fell nearly 5%.

博彩股全线下跌,澳博控股跌8%,美高梅中国跌近8%,金沙中国跌超7%,银河娱乐、永利澳门跌超6%,新濠国际发展跌超4%。

Gambling stocks fell across the board.SJM Holdings fell 8%, MGM China fell nearly 8%, Sands China fell more than 7%, Galaxy Entertainment and Wynn Macau fell more than 6%, and Melco International Development fell more than 4%.

航空股普跌,美兰空港跌近6%,北京首都机场股份、国泰航空跌超4%,中国国航跌超3%。

Aviation stocks fellMeilan Airport fell nearly 6 per cent, Beijing Capital Airport and Cathay Pacific Airways fell more than 4 per cent and Air China Limited fell more than 3 per cent.

另外,教育股、内险股等多数板块下挫,恒大概念午后持续下挫,家电等个别板块上涨。

In addition, education stocks, internal insurance stocks and other sectors fell, Evergrande concept continued to fall in the afternoon, home appliances and other individual plates rose.

个股方面,$美团-W(03690.HK)$跌近4%,即将于今日盘后公布业绩。

In terms of individual stocks$Meituan-W (03690.HK) $It is down nearly 4%, and the results will be announced in after-hours trading today.

$移卡(09923.HK)$飙升逾10%,成交额超6亿港元,两日累升超23%,下月起获纳MSCI中国小型指数。

$Mobile Card (09923.HK) $It surged more than 10%, with a turnover of more than HK $600 million and a cumulative increase of more than 23% in two days. It will be accepted as the MSCI China Mini Index from next month.

$恒腾网络(00136.HK)$午后拉升收涨超2%,成交额超7亿港元。

$Hengteng Network (00136.HK) $In the afternoon, the rally closed up by more than 2%, with a turnover of more than 700 million Hong Kong dollars.

$康诺亚-B(02162.HK)$涨近6%,为连续第三日上涨,三日累涨超18%。

$Conoya-B (02162.HK) $It rose nearly 6%, the third day in a row, and more than 18% for three days.

$开拓药业-B(09939.HK)$涨超8%,获准开展治疗男性脱发关键性临床试验。

$Development of Pharmaceutical Industry-B (09939.HK) $It rose by more than 8% and was approved to conduct key clinical trials for the treatment of male hair loss.

$腾盛博药-B(02137.HK)$续升超4%,本周涨超20%。

$Tengshengbo Medicine-B (02137.HK) $It continues to rise by more than 4% and by more than 20% this week.

$九毛九(09922.HK)$跌近7%,怂火锅杭州新店开业遇疫情。

$99 (09922.HK) $With a drop of nearly 7%, the opening of a new hotpot store in Hangzhou encountered an epidemic.

港股通资金

Hong Kong stock exchange fund

港股通方面,今日港股通(南向)净流入9.61亿港元。

As for Hong Kong Stock Connect, there was a net inflow of HK $961 million from Hong Kong Stock Connect (southbound) today.

今日港股成交额TOP20

Today's Hong Kong stock turnover TOP20

消息面

Message surface

市场监管总局:不得利用互联网发布处方药、烟草、校外培训等广告。

General Administration of Market Supervision: it is not allowed to use the Internet to publish advertisements for prescription drugs, tobacco, off-campus training, etc.

市场监管总局就《互联网广告管理办法(公开征求意见稿)》征求意见。意见提出,医疗、药品、特殊医学用途配方食品、医疗器械、农药、兽药、保健食品广告等法律、行政法规规定须经广告审查机关进行审查的特殊商品或者服务的广告,未经审查,不得发布。不得利用互联网发布面向中小学、幼儿园的校外培训广告。不得利用针对未成年人的网站、网页、互联网应用程序等互联网媒介发布医疗、药品、保健食品、医疗器械、化妆品、酒类、美容广告以及不利于未成年人身心健康的网络游戏广告。

The General Administration of Market Supervision solicited opinions on the measures for the Administration of Internet Advertising (draft for Public solicitation of opinions). It is suggested that advertisements for special commodities or services that are required by laws and administrative regulations such as medical treatment, pharmaceuticals, formula foods for special medical purposes, medical devices, pesticides, veterinary drugs, health food advertisements, which are subject to examination by advertising examination organs, shall not be published without examination. The Internet shall not be used to publish advertisements for out-of-school training for primary and secondary schools and kindergartens. Internet media such as websites, web pages and Internet applications aimed at minors shall not be used to publish advertisements for medical treatment, medicine, health food, medical devices, cosmetics, alcohol, beauty and online games that are not conducive to the physical and mental health of minors.

多地发布生育新政:延长产假,增设育儿假。

New fertility policies have been issued in many places: extended maternity leave and additional parental leave.

2021年8月,全国人大常务委员会通过新修订的《中华人民共和国人口与计划生育法》,其中规定,实施一对夫妻可以生育三个子女政策,并采取支持措施,减轻家庭生育、养育、教育负担。11月25日、26日,北京、上海等地陆续发布生育新政:

In August 2021, the standing Committee of the National people's Congress adopted the newly revised population and Family Planning Law of the people's Republic of China, which stipulates that a couple can have three children and take supporting measures to reduce the burden of family fertility, parenting and education. On November 25th and 26th, Beijing, Shanghai and other places issued new fertility policies one after another:

北京:生育假由30天延长到60天,多举措支持生育、养育;青海:除依法享受国家规定的假期外,奖励女方生育假90日。

Beijing: maternity leave has been extended from 30 days to 60 days, and various measures have been taken to support childbearing and parenting. Qinghai: in addition to enjoying the holidays prescribed by the state in accordance with the law, women will be rewarded with 90 days of maternity leave.

多国报告一种新型变异新冠病毒,或对疫苗更具抗药性。

A new variant, novel coronavirus, has been reported in many countries, which may be more resistant to the vaccine.

据央视,博茨瓦纳、南非等多国近日报告了一种新型变异新冠病毒,该毒株不同寻常的变异已引发众多科研人员关注。博茨瓦纳卫生官员当地时间11月24日晚证实,该国发现一种新型变异新冠病毒,并正在对其进行研究。英国帝国理工学院的病毒学专家托马斯·皮科克日前表示,博茨瓦纳发现的这种新毒株名为B.1.1.529,有32处变异,其中多处变异或将导致对现有疫苗更强的抗药性。

According to CCTV, Botswana, South Africa and other countries recently reported a new mutation of novel coronavirus, the unusual variation of the strain has attracted the attention of many researchers. Health officials in Botswana confirmed on the evening of November 24th local time that a new variant, novel coronavirus, had been found in the country and was being studied. The new strain, B.1.1.529, has 32 mutations, many of which may lead to stronger resistance to existing vaccines, according to Thomas Peacock, a virologist at Imperial College.

机构观点

Institutional point of view

大和:升$小鹏汽车-W(09868.HK)$目标至231港元,重申买入评级。

Daiwa: l$XPeng Inc.-W (09868.HK) $The target is HK $231, reiterating the buy rating.

大和发研报指,小鹏汽车第三季新车毛利率按季改善2.6个百分点至13.6%,按年改善10.6个百分点,主要受交付量按年升1.99倍及小鹏P7销量上升所带动。该行重申其「买入」评级,目标价由209港元上调10.53%至231港元。该行将其明年新车交付量预测由9万台上调逾1倍至18.5万台,上调2021-22年收入预测6-10%。该行预期,小鹏2022年新车毛利率可达21%,因更高产能利用率及更多来自XPILOT的收入。小鹏计划自12月起每月交付1.5万台新车,该行认为,每月平均交付1.5万台新车将可在明年持续,当中其新SUB型号G9将在明年第三季开始交付。

Daiwa reported that XPeng Inc. 's gross profit margin for new cars in the third quarter improved by 2.6% to 13.6%, with an annual improvement of 10.6%, mainly driven by an annual increase of 1.99% in delivery volume and an increase in XPeng Inc. 's P7 sales. The bank reiterated its "buy" rating and raised its target price by 10.53 per cent to HK $231 from HK $209. The bank more than doubled its forecast for new car deliveries next year from 90, 000 to 185000, and raised its 2021-22 revenue forecast by 6-10 per cent. The bank expects XPeng Inc. 's gross profit margin for new cars to reach 21% in 2022 because of higher capacity utilization and more income from XPILOT. XPeng Inc. plans to deliver 15000 new cars a month from December, and the bank believes that an average of 15000 new cars a month will continue next year, with its new SUB model G9 starting in the third quarter of next year.

高盛:维持对$周大福(01929.HK)$中性评级,目标价14.2港元。

Goldman Sachs Group: maintain the right$Chow Tai Fook Jewellery (01929.HK) $Neutral rating with a target price of HK $14.2.

高盛发表研究报告表示,将周大福目标价由14.3港元微削至14.2港元以反映新的盈利预测;维持「中性」评级。周大福在发布半年业绩后,高盛将2022-24年核心营业利润预测下调2-11%,以反映港澳复苏放缓和毛利率疲软,积极的扩张抵销部份影响。虽然黄金情绪继续支持同店销售,但认为其可持续性存在风险,因为部分是投资需求驱动。宝石镶嵌的恢复尽管宏观不确定性带来压力及和竞争。从积极的方面来看,香港关口或会在2022年重新开放,完整的中国扩张可能会继续支持市场份额增长和健康的利润增长。

Goldman Sachs Group published a research report that slightly reduced Chow Tai Fook Jewellery's target price from HK $14.3 to HK $14.20 to reflect the new profit forecast and maintained its "neutral" rating. After Chow Tai Fook Jewellery released his half-year results, Goldman Sachs Group cut his core operating profit forecast for 2022-24 by 2-11% to reflect the slowing recovery in Hong Kong and Macao and weak gross profit margins, partly offset by active expansion. While gold sentiment continues to support same-store sales, it believes its sustainability is at risk because it is partly driven by investment demand. The recovery of gem inlays despite the pressure and competition brought about by macro uncertainty. On the positive side, the Hong Kong gate may reopen in 2022, and full Chinese expansion is likely to continue to support market share growth and healthy profit growth.

瑞银:$药明巨诺-B(02126.HK)$被低估,重申买入评级。

UBS:$Yao Ming Gu Nuo-B (02126.HK) $Undervalued, reaffirm the buy rating.

瑞银发表研究报告,指在渠道调查后,相信中国的CAR-T癌症免疫疗法发展仍处于早期阶段,目前主要的治疗都集中在有较高负担能力的一至二线城市。该行引述有医生指出,在报销之外,病人在接受CAR-T三线治疗前,平均使费已达20万元人民币,倘药明巨诺-BCAR-T销售均价降至介乎15万至20万元人民币,销售才有望明显上升。

UBS released a research report, saying that after a channel survey, it is believed that the development of CAR-T cancer immunotherapy in China is still in an early stage, and the main treatments are concentrated in first-to second-tier cities with higher affordability. The bank quoted a doctor who pointed out that in addition to reimbursement, the average cost of patients before receiving CAR-T third-line treatment had reached 200000 yuan, and sales could only increase significantly if the average sales price of Mingju Nuo-BCAR-T dropped to between 150000 and 200000 yuan.

天风国际郭明錤:未来10年内对ABF载板的需求至少将超过10亿片。

Tianfeng International Guo Mingyi: the demand for ABF board will at least exceed 1 billion pieces in the next 10 years.

天风证券郭明錤最新报告称,苹果在将2022年推出AR头戴装置,采用运算能力与Mac同等级的处理器。该处理器采用ABF载板,是苹果元宇宙硬件差异化的关键规格,未来10年内对ABF载板的需求至少将超过10亿片。

According to the latest report by Guo Mingyi of Tianfeng Securities, Apple Inc will launch an AR headset in 2022, using processors of the same level of computing power as Mac. The processor uses ABF board, which is the key specification of Apple Inc's hardware differentiation. In the next 10 years, the demand for ABF board will at least exceed 1 billion.

编辑/irisz

Edit / irisz

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