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港股午评 | 大型科技股全线走高,美团涨超4%,阿里涨超3%

Hong Kong Stock Afternoon Review | Large technology stocks rose across the board, Meituan rose more than 4%, Ali rose more than 3%

富途資訊 ·  Dec 13, 2021 12:11

Futu Information on December 13 | the three major indexes of Hong Kong stocks fluctuated at high levels in the morning. The Hang Seng Index rose 1.01%, the National Index rose 0.94%, and the Hang Seng Technology Index rose 1.33%.

By midday's close, Hong Kong stocks were up 913, down 802, to close flat at 1132.

On the plate side, large-scale technology stocks are strengthening collectively.Meituan rose by more than 4%, BABA by more than 3%, Tencent and Kuaishou Technology by more than 2%.

The strength of Chinese securities companiesOriental Securities rose by more than 4%, CITIC by nearly 3%, China International Capital Corporation, Guotai Junan, GF Securities Co., LTD. and CSC FINANCIAL CO.,LTD by more than 2%.

The concept of green electricity is stronger.China Resources Power Holdings and Datang New Energy both rose by more than 7%, Flat Glass Group by nearly 7%, Xinte Energy by more than 5%, and Huaneng International Power by nearly 5%.

Tobacco concept stocks fellHuabao International fell by more than 8%, China's Bolton fell by more than 1%, Smoore International Holdings Limited and BYD Electronic followed suit.

Individual stocks$Li Auto Inc. (LI.US) $With an increase of more than 4%, ideal ONE ranked first among large SUV sales in mid-November.

$Skyworth Group (00751.HK) $Up nearly 7% approaching a new high, institutions are optimistic about the growth of its photovoltaic business.

$Flat Glass Group (06865.HK) $Up nearly 7%, American Capital Group increased its stake by 1.401 million shares.

$China National Building Material (03323.HK) $A few days ago, the company announced its glass business restructuring plan, rising to more than 6%.

$Chinalco International (02068.HK) $It rose by more than 19% again, and increased by nearly 1.2 times in three days.

$Yadi Holdings (01585.HK) $It rose nearly 4% to a new high in nearly five months, which was sung by investment banks.

$Lutheran Glass (00868.HK) $It has increased by nearly 5%, and has been continuously increased by executive director Dong Qingshi.

$Fuzhikang Group (02038.HK) $With an increase of more than 7%, the joint venture car smart cockpit business is expected to be implemented by the end of the year.

Credit Suisse: maintain$Healthcare-B (02160.HK) $Outperform the market rating with a target price of HK $9.50.

Credit Suisse published a research report that recently communicated with transcatheter aortic valve replacement (TAVR) companies on the expected amount of implants this year. It is estimated that the total amount of implants in China this year may reach about 7000 pieces, meaning that about 3800 pieces will be sold in the second half of the year, and the expected sales for the whole year are lower than the estimated 9000 pieces at the beginning of the year. Xintong Healthcare management earlier lowered its full-year sales guidelines from about 3000 to about 2500, so the bank cut its revenue forecast for fiscal year 2021-2023 by 22 per cent, 6 per cent and 10 per cent, as well as earnings per share by 6 per cent, 1470 per cent and 38 per cent. The target price was correspondingly lowered from HK $15 to HK $9.50, but maintained an "outperform" rating, believing that the low base of sales in recent years would accelerate market share growth in the coming years.

GF Securities Co., LTD.: give$minimally invasive robot-B (02252.HK) $Buy rating with a target price of HK $78.58.

GF Securities Co., LTD. said in a research report that according to the purchase rating of minimally invasive robots, the revenue in 2021-23 is expected to be 40.25 / 278.39 million yuan, with a corresponding reasonable value of 78.58 Hong Kong dollars per share according to the absolute valuation. The bank said that the company's three flagship products, Tumai and Swan, are in the stage of registration and approval, and the robot product layout is in full bloom. In the future, it is expected that the company's robot brand will be initially established by Tumai and Swan. With the launch of several robots currently under development, the company will further bind the hospital through comprehensive products to help the company become a leading domestic and global surgical robot company. The bank also suggested that the company's products have risks such as the speed of listing, the progress of commercialization, and the slower-than-expected progress of indication expansion.

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