Futu Information June 10 | the Hang Seng Index closed down 0.29%, the Hang Seng Technology Index rose 1.62%, and the State-owned Enterprises Index rose 0.04%.

As of the close, Hong Kong stocks rose 915, fell 939, and closed flat at 1016.

The specific industry performance is shown below:

On the plate side, large-scale technology stocks continue to differentiateBABA is up more than 1%, Meituan is down 0.3%, and Tencent is up 0.41%. The station B is down more than 5%.

Auto stocks are strongWuling Motors rose by more than 13%, Great Wall Motor by more than 9% and Byd Company Limited by more than 5%.

Auto parts stocks strengthenFuyao Glass Industry Group is up more than 5%, Nice is up more than 12%, and Minshi Group is up nearly 4%.

SaaS concept stocks perform brightlyIn China, praise rose by more than 33%, Jinshan Software by more than 10%, and Ming Yuan Cloud Group by more than 9%.

Battery stocks are among the top gainersBYD Electronic rose by more than 12%, Byd Company Limited by more than 5%, and Ganfeng Lithium by more than 2%.

Educational continuationNew Oriental Education & Technology Group rose nearly 40 per cent online and Zhongjiao Holdings rose more than 2 per cent.

Mobile games stocks pull up.Middle-hand games rose by more than 16%, fingertips by more than 16%, and net dragons by more than 11%.

Individual stocks$China has likes (08083.HK) $It rose by more than 33%.Huatai said that the company's store SaaS continues to promote, and the ability to serve major customers continues to improve.

$New Oriental Education & Technology Group online (01797.HK) $Up nearly 40%.After Oriental selection, Yu Minhong once again led the team to set up a New Oriental Education & Technology Group studio, specializing in promoting education and related products, including books, intelligent software and hardware learning equipment, stationery and so on.

$Byd Company Limited (01211.HK) $It's up more than 5%.At one point in intraday trading today, it rose more than 8%, a record high, and the market capitalization of A shares exceeded trillion yuan.

$Nestor (01316.HK) $It rose by more than 12%, leading the rise of the automobile zero plate.The car market is expected to accelerate in June after policy stimulus and corporate marketing, the agency said. Supply chain shortage or further catalysis of domestic substitution, optimistic about the core independent parts suppliers.

$Sunny Optical Technology (02382.HK) $涨1.28%。Morgan Stanley said that with the continued increase in electric car sales and ADAS penetration, each car needs more lenses, so in-car lenses have become Shunyu's new growth engine.

Hong Kong stock exchange fund

As for Hong Kong Stock Connect, there was a net inflow of HK $3.711 billion from Hong Kong Stock Connect (southbound) today.

Today's turnover of Hong Kong shares TOP20

Message surface

It is estimated that by 2025, the cross-border railway trains of the new land-sea corridor will reach 2000.

It was learned from the press conference of the "China-Singapore Strategic Connectivity demonstration Project"Cooperation Planning" of the New International Land and Sea Trade Channel that in 2025, the total volume of trade between China and ASEAN along the new land and sea corridor is expected to reach 180 billion US dollars. The container transport volume of rail-sea intermodal transport has reached 500000 TEUs, and cross-border railway trains have reached 2000, basically achieving balanced development up and down.

Ministry of Agriculture and villages: the average price of pork in the national agricultural products wholesale market is 0.5% higher than yesterday.

According to the monitoring of the Ministry of Agriculture and villages, the wholesale price index of agricultural products on June 10 was 115.15, down 0.06 points from yesterday, while the wholesale price index of "vegetable basket" products was 114.88, down 0.10 points from yesterday. As of 14: 00:00 today, the average price of pork in the national agricultural products wholesale market was 21.15 yuan / kg, up 0.5 percent from yesterday.

State Railway Administration: vigorously develop inter-city and municipal railways to build an integrated transportation hub

An Lusheng, deputy director of the State Railway Administration, said that in the next step, the railway will focus on three aspects of work in promoting high-quality development: first, to promote railway construction in a scientific and orderly manner. We will promote the implementation of a number of major projects in the 14th five-year Plan, improve the "eight vertical and eight horizontal" high-speed railway network, optimize the layout of the general speed railway network, solve the problem of "leaving too much blank" in the western railway, and vigorously develop inter-city and urban railways. to create an integrated transportation hub. The second is to persevere to improve the quality of transportation. We will comprehensively optimize the layout of freight transport, vigorously develop multimodal transport, continuously promote the adjustment of transport structure, steadily promote the operation of high-speed railways according to design standards, and constantly improve the level of informationization and intelligence of transport services. Third, unswervingly promote security development. Consolidate the foundation of railway safety production, improve the level of safety management, deepen the governance of the safety environment along the line, and ensure the sustainability and stability of railway safety.

Institutional viewpoint

Goldman Sachs Group: visit$Byd Company Limited (01211.HK) $Shanghai dealers say sales have recovered strongly, and monthly production is expected to rise to 280000 vehicles by the end of the year.

Gao Shengfa reported that after the resumption of economic activities in Shanghai, the bank visited the best-selling BYD dealers in Shanghai to assess the market recovery. The bank visited 1400 dealerships of the BYD Dynasty series last year (it aims to sell 2000 this year), and the store manager said the store managed to trade 2000 cars online during the "closure". With the resumption of operations in June, the store has sold another 60 cars so far this month, meaning the sales operation rate is higher than its full-year target and says BYD sales have recovered strongly.

The big motorcycle: the car lens becomes$Sunny Optical Technology (02382.HK) $New growth momentum, target of HK $190

According to a research report released by Morgan Stanley, Sunny Optical shipped about 6.034 million car lenses in May, down 4.7% month-on-month and 8.8% year-on-year. The annual change in the first May of this year ranges from-10% to + 2%. If shipments remain at the level of about 6 million units in June, because last year's low base will increase by about 20% year-on-year. The bank is rated "overweight" with a target price of HK $190.

Big Motors: health$Cosco Haineng (01138.HK) $Rated to "underweight" and the target price raised to HK $4.71

According to a report issued by Morgan Stanley, under geopolitical tensions, COSCO Marine Energy shares have outperformed the industry index by 80 percentage points so far this year, believing that the market has reflected a possible turnaround in the tanker shipping market as crude oil and oil products prices rise. However, the bank expects crude oil shipments to remain in the doldrums this year, at a heavy loss level, while cargo shipping demand is likely to remain high, but Cosco does not have much business related to marine energy. The bank also raised the target price of Cosco Hai Neng shares from HK $4.08 to HK $4.71, but downgraded its investment rating to "underweight" because of the limited room for profit growth from cargo shipping. The stock is now trading at HK $5.18, with a total market capitalization of HK $24.7 billion.

Guosheng Securities: maintain$Chow Tai Fook Jewellery (01929.HK) $The "buy" rating is expected to achieve steady growth for the whole year.

Guosheng Securities released a research report saying that to maintain Chow Tai Fook Jewellery's "buy" rating, it is estimated that the net profit of FY2023-25 will be HK $93.32 / 10.836 billion (+ 9.3%, 27.3%, 16.1%). As the leader of the jewelry industry, the channel side speeds up the expansion of low-line cities, optimizes the R & D design of the product side, and pays attention to consumer access.

Lyon: will$Xtep International (01368.HK) $The target price was raised to HK $13.5 and upgraded to "outperform the market".

According to a research report released by Lyon, Xtep International (01368.HK) was upgraded from "outperform" to "outperform" and was a defensive stock with an attractive valuation, raising its target price from HK $13.3 to HK $13.50.