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港股午评 | 三大指数跌幅收窄,半导体、航运股走低,东方海外国际大跌超14%

Afternoon comment on Hong Kong stocks | the decline of the three major indexes narrowed, semiconductors and shipping stocks fell, and Orient Overseas fell more than 14%.

富途資訊 ·  Aug 15, 2022 12:09

Futu Information on August 15 | the decline of the three major indices of Hong Kong stocks narrowed, with the Hang Seng Index down 0.28% at midday, the Hang Seng Index down 0.31% and the State-owned Enterprises Index down 0.22%.

By midday's close, Hong Kong stocks were up 620, down 949, to close flat at 1329.

The specific industry performance is shown below:

Plate aspectMost large technology stocks fell, Baidu, Inc. and Tencent fell more than 1 per cent, Kuaishou Technology fell 0.53 per cent, BABA fell 0.11 per cent, and Meituan rose nearly 2 per cent.

Shipping stocks plummetedOrient Overseas fell more than 14 per cent, COSCO Shipping Holdings fell more than 5 per cent, Pacific Shipping fell more than 3 per cent and SITC International Holdings fell more than 6 per cent.

Semiconductor stocks continue to fallSemiconductor Manufacturing International Corporation fell more than 5 per cent, Hua Hong Semiconductor fell more than 3 per cent and Hongguang Semiconductor fell more than 2 per cent.

Oil stocks fell.Petrochina is down nearly 4 per cent, China Petroleum & Chemical Corporation is down nearly 3 per cent, China Oilfield Services is down more than 2 per cent and CNOOC Limited is down more than 1 per cent.

Non-ferrous metal stocks fellZijin Mining Group fell more than 3%, China Hongqiao fell more than 2%, Aluminum Corporation Of China Ltd fell more than 2%, China Molybdenum fell 0.76%.

Other aspectsElectricity, medical beauty, coal, photovoltaic solar and other plates all rose slightly, while property management, automobiles, home appliances and internal insurance stocks fell one after another.

Individual stocks$Orient Overseas (00316.HK) $It fell by more than 14%.The Foreign Exchange Securities issued a research report to maintain OOCL's target price of 225 yuan, but its rating was downgraded from "hold" to "underweight". On the news side, last Friday (12) the Baltic dry Index (BDI) fell more than 5%. The European Union's ban on Russian coal imports continued as Indonesia banned miners from exporting coal, reducing Panamanian ship rates for 13 consecutive trading days, sending the Baltic dry bulk BDI index lower.

$GOGOX (02246.HK) $It fell by more than 13%.On the news, GOGOX announced that it expects revenue in the first half of the year to be 314 million yuan to 359 million yuan, up 3.97% to 18.98% year-on-year, and a net loss of 1.015 billion yuan to 1.151 billion yuan, an increase of 311% to 366% over the same period last year.

$Zijin Mining Group (02899.HK) $It fell by more than 3%.On the news side, people concerned said that if the first-quarter net profit was 6.12 billion yuan, the company's second-quarter net profit increased by only about 6% compared with the previous quarter. The company said that international copper prices once hit an all-time high. After entering the second quarter, copper prices fell sharply due to the spread of the epidemic, the tightening of Fed monetary policy and the weakening of global macro factors.

$Semiconductor Manufacturing International Corporation (00981.HK) $It fell by more than 5%.Xiaomo issued a report that SMIC management expects inventory adjustment to continue into the first half of next year, and it is estimated that the group's revenue decline may continue into the second quarter of next year. In addition, due to concerns about US export controls and the downward cycle, Motors expects the group's shares to be under pressure for more than a year until wafer pricing becomes clearer.

$Development Pharmaceutical Industry-B (09939.HK) $Up nearly 20%.A few days ago, the company announced that the US phase II clinical trial of Freitaine in the treatment of androgenic alopecia in men was completed on Aug. 1.

Half-day turnover TOP20

Edit / harry

The translation is provided by third-party software.


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