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港股午评 | 内房股、物管股再度走强,融创中国涨超4%,碧桂园服务涨近7%

Hong Kong Stock Afternoon Review | Domestic housing stocks and property management stocks strengthened again. Sunac China rose more than 4%, and Country Garden services rose nearly 7%

富途資訊 ·  Jan 19, 2022 12:15

Futu Information on January 19 | the main index of Hong Kong stocks varies. The Hang Seng Index closed up 0.02% at midday, the National Index rose 0.12%, and the Hang Seng Technology Index fell 0.14%.

By midday's close, Hong Kong stocks rose 761, fell 863, and closed flat at 1226.

On the plate side, large-scale technology stocks are picking up.JD.com rose by more than 2%, Baidu, Inc., Bilibili Inc. and NetEase, Inc by more than 1%, and Meituan and Tencent followed suit.

The inner housing stocks collectively pull up.Xuhui Holdings rose by more than 7%, Shimao Group by nearly 6%, Longguang Group by nearly 6%, Country Garden Holdings by more than 5%, China Overseas Land & Investment by nearly 5%, Sunac China, China Evergrande Group and Longfor Group by more than 4%, China Resources Land by more than 3% and Vanke by more than 2%.

Property management stocks rose sharply along with the inner housing stocks.Greentown service rose by more than 9%, Xincheng service by more than 8%, Xuhui Yongsheng service by nearly 8%, Sunac Services by more than 7%, Country Garden Services Holdings and Jinke service by about 7%, Shimao service and China Resources Mixc Lifestyle Services by more than 5%.

The concept of green electricity is stronger again.China Resources Power Holdings and China Longyuan Power Group Corporation rose by about 4%, China Electric Power rose by more than 3%, and Datang Power Generation and CGN New Energy rose by more than 1%.

Building materials cement stocks continue to be activeChina National Building Material rose by more than 5%, Anhui Conch Cement by more than 4%, and China Resources cement by more than 3%.

Mobile game stocks are among the top gainers.Heartbeat is up nearly 4%.Middle-hand games are up nearly 3%, Personality IGG is up more than 2%, and NetEase, Inc is up more than 1%.

Pharmaceutical stocks fellWuxi Apptec fell by more than 6%, Pharmaron Beijing Co., Ltd.* by nearly 4%, Wuxi Biologics by nearly 3%, and Kellein by about 2%.

In other respects, most of the coal, infrastructure, gas and insurance sectors rose, while automobile stocks, gas stocks and clothing stocks led the decline.

Individual stocks$JD.com Group-SW (09618.HK) $Increased by 2.44% to reach a strategic cooperation agreement with Shopify Inc.

$Country Garden Holdings (02007.HK) $With an increase of more than 5%, institutions point to a reduction in mortgage interest rates, and the investment and financing difficulties of real estate enterprises are expected to improve marginally.

$medium mobile games (00302.HK) $Up nearly 3%, Microsoft Corp plans to buy Activision Blizzard, brokers suggest to pay attention to high-quality game manufacturers.

$China National Building Material (03323.HK) $A rise of more than 5% leads cement stocks, and the cement industry may benefit from the imminent development of water conservancy infrastructure.

Wave International (00596.HK) $It rose nearly 3%, digital informatization accelerated, and Citic raised its revenue forecast.

CICC: it is suggested to seize the opportunity of allocation of leading housing enterprises. Be optimistic.$China Resources Land (01109.HK) $Wait for shares.

CICC said in a report that the overall trend of new home sales in the mainland continued to be depressed in the first two weeks of January, and looking forward, the short-term trend of sales will still be dominated by bottom shocks. Considering that the current policy direction is clear and effective adjustment measures have not yet landed, the industry is still in the process of accelerating clearing, while the valuation and position of the head housing enterprises are still not high, the bank continues to remind investors to actively grasp the allocation opportunity of the leading housing enterprises. The bank refers to the recommendation of China overseas, China Resources Land, Xuhui, Jianfa International, Yuexiu Real Estate and Country Garden Holdings. The property management plate also suggests the allocation value of high-quality housing related enterprises, and recommends Poly property, Xuhui Yongsheng Service, China Resources Mixc Lifestyle Services, China Shipping property, Country Garden Services Holdings, Jinke Service.

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