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港股收评:恒科指跌近1%,海运股、芯片股普跌 中芯国际跌逾6%
Hong Kong stocks: the Hengke index fell nearly 1%, while shipping stocks and chip stocks fell more than 6%. Semiconductor Manufacturing International Corporation fell more than 6%.

格隆汇 ·  {{timeTz}}

8月15日,港股三大指数全天疲弱,恒指跌0.67%报20040点,国指跌0.63%,恒生科技指数跌0.96%。今日南下资金净流入12.61亿港元,大市成交额缩量至737亿港元。

On August 15, the three major indexes of Hong Kong stocks were weak throughout the day, with the Hang Seng Index falling 0.67% to 20040 points, the National Index down 0.63% and the Hang Seng Technology Index down 0.96%. Today, there was a net inflow of capital from the south of HK $1.261 billion, and the turnover in the market shrank to HK $73.7 billion.

盘面上,大型科技集体下跌,百度、哔哩哔哩、腾讯、阿里巴巴跌超1%,京东、网易均有跌幅;央视称多款芯片价格雪崩,芯片股普跌,中芯国际跌6.2%;BDI创六个月新低,港口及航运股全日领跌,东方海外国际大跌14%;多只石油股从纽交所退市,中石油、中石化均跌逾2.5%;黄金股、中药股、物流股、手游股、内房股、航空股等股集体下跌。另一方面,餐饮股全天强势,海底捞环比经营表现明显好转涨7.3%;首个国产新冠口服药可临时性纳入医保报销,抗疫概念股走强,开拓药业午后拉升至20%;旅游股、节假日概念、乳制品股、光伏股等股走强。

In the market, large-scale science and technology collectively fell, Baidu, Inc., Bilibili Inc., Tencent, BABA fell more than 1%, JD.com, NetEase all declined; CCTV said that a number of chip prices avalanche, chip stocks fell generally, Semiconductor Manufacturing International Corporation fell 6.2% BDI hit a six-month low, port and shipping stocks led the decline, Orient Overseas fell 14%; a number of oil stocks were delisted from the New York Stock Exchange, Petrochina and China Petroleum & Chemical Corp all fell more than 2.5%. Gold stocks, traditional Chinese medicine stocks, logistics stocks, mobile games stocks, inner housing stocks, aviation stocks and other stocks fell collectively. On the other hand, the catering stock was strong throughout the day, with Haidilao International Holding rising 7.3% compared to the obvious improvement in business performance. The first domestic oral COVID-19 drug could be temporarily included in medical insurance reimbursement, the anti-epidemic concept stock strengthened, and the pharmaceutical industry was pulled up to 20% in the afternoon. Tourism stocks, holiday concepts, dairy stocks, photovoltaic stocks and other stocks strengthened.

港口航运股全线下挫。东方海外国际跌逾14%,润利海事跌逾9%,海丰国际跌逾6%,金辉集团、太平洋航运、中远海控跌逾4%

Port and shipping stocks fell across the board. Orient Overseas fell more than 14%, profit Marine fell more than 9%, SITC International Holdings fell more than 6%, Jinhui Group, Pacific Shipping and COSCO Shipping Holdings fell more than 4%.

消息面上,因船舶运价下滑,波罗的海干散货运价指数上周五跌至六个月新低,并连续第四周下跌。考虑到好望角型、巴拿马型和超大型运输船运费的整体指数下跌79点,至1477点,跌幅5.1%,该指数上周下跌了5.3%。

On the face of the news, the Baltic dry bulk freight index fell to a six-month low on Friday and fell for the fourth week in a row as shipping rates fell. Taking into account the overall index of freight charges for Capesize, Panamanian and super-large carriers, which fell 79 points, or 5.1 per cent, to 1477, the index fell 5.3 per cent last week.

另外,汇丰此前将东方海外国际评级下调至减配,目标价225港元。

In addition, HSBC previously downgraded Orient Overseas to a reduced allocation, with a target price of HK $225.

半导体板块普跌。中芯国际跌逾6%,华虹半导体、靖洋集团跌逾3%。宏光半导体跌2%。

The semiconductor sector generally fell. Semiconductor Manufacturing International Corporation fell more than 6 per cent, while Hua Hong Semiconductor and Jingyang Group fell more than 3 per cent. Hongguang Semiconductor fell 2%.

消息面上,央视称,今年以来,消费电子类控制芯片的市场价格也持续走低,从百元高位跌至两位数。以手机为例,2022年全球手机销量下滑,导致手机用电子芯片供大于求,各大手机厂商纷纷调低出货量目标,并向上游芯片厂商砍单。

On the news, CCTV said that since the beginning of this year, the market price of consumer electronics control chips has also continued to decline, falling from a high of 100 yuan to double digits. Take mobile phones as an example, global mobile phone sales declined in 2022, resulting in an oversupply of mobile phone electronic chips. Major mobile phone manufacturers have lowered their shipping targets and made orders to upstream chip manufacturers.

科技股走势萎靡。小鹏汽车跌近3%,理想汽车、腾讯、阿里跌逾1%,哔哩哔哩跌近1%,小米、快手、网易、京东微跌。

Technology stocks are in the doldrums. XPeng Inc. fell nearly 3%, Li Auto Inc., Tencent and BABA fell more than 1%, Bilibili Inc. fell nearly 1%, XIAOMI, Kuaishou Technology, NetEase, Inc and JD.com fell slightly.

物业管理股跌幅居前。宋都服务跌逾6%,佳兆业美好、鲁商服务、金科服务跌逾5%,正荣服务、碧桂园服务、时代邻里、旭辉永升服务跌逾4%。

Property management stocks led the decline. Song du service fell by more than 6%, Kaisa service, Lu merchant service and Jinke service fell by more than 5%, Zhengrong service, Country Garden Services Holdings, time neighborhood and Xuhui Yongsheng service fell by more than 4%.

内房股跟随走弱。时代中国控股跌逾6%,旭辉控股集团跌逾5%,碧桂园、绿景中国地产、中骏集团、中国金茂跌逾4%。

Inner housing stocks followed suit. Time China Holdings fell more than 6%, and Xuhui holding Group fell more than 5%.Country Garden Holdings, Lujing China Real Estate, Zhongjun Group and China Jinmao fell more than 4 per cent.

国家统计局数据显示,1-7月份,全国房地产开发投资79462亿元,同比下降6.4%;其中,住宅投资60238亿元,下降5.8%。1-7月份,商品房销售面积78178万平方米,同比下降23.1%,其中住宅销售面积下降27.1%。商品房销售额75763亿元,下降28.8%,其中住宅销售额下降31.4%。统计局表示,总的看,房地产市场呈现下行态势,当前整体上处于筑底阶段。

From January to July, investment in real estate development nationwide totaled 7.9462 trillion yuan, down 6.4 percent from the same period last year, including residential investment of 6.0238 trillion yuan, down 5.8 percent, according to the National Bureau of Statistics. From January to July, the sales area of commercial housing was 781.78 million square meters, down 23.1% from the same period last year, of which residential sales area fell by 27.1%. Sales of commercial housing totaled 7.5763 trillion yuan, down 28.8 percent, of which residential sales fell by 31.4 percent. The Bureau of Statistics said that on the whole, the real estate market is showing a downward trend, currently in the bottom-building stage as a whole.

餐饮板块逆势走强。海底捞涨近8%,翠华控股涨超3%,海伦司、奈雪的茶、利宝阁、味千涨超1%。

The catering sector bucked the trend and strengthened. Haidilao International Holding rose nearly 8%, Cuihua Holdings rose more than 3%, Helens, Nai Xue Tea, Libao Pavilion, Weiqian rose more than 1%.

旅游观光股表现活跃。飞扬集团涨超7%,奥运交通、实德环球涨超5%,富盈环球涨4%。

The Tourism Unit is active. Feiyang Group rose by more than 7%, Olympic traffic and Shide Global by more than 5%, and Fuying Global by 4%.

抗疫概念龙头股涨幅明显、开拓药业涨超18%,腾盛博药涨超4%,东阳光药、三叶草生物、京东健康等个股跟涨。

Anti-epidemic concept dragon shares rose significantly, the development pharmaceutical industry rose more than 18%, Tengshengbo medicine rose more than 4%, Dongyang Guangyao, clover biology, JD Health and other stocks rose.

消息面上,据国家医保局,按照基本医保有关规定,为更好保障诊疗需求,凡被列入新冠肺炎诊疗方案的药品,可以临时性纳入医保支付范围。8月9日,国家卫生健康委已经印发通知将阿兹夫定片纳入新型冠状病毒肺炎诊疗方案,因此参保患者使用该药时医保基金可按规定予以支付。

According to National Healthcare Security Administration, according to the relevant provisions of basic medical insurance, in order to better protect the needs of diagnosis and treatment, all drugs included in COVID-19 's diagnosis and treatment plan can be temporarily included in the scope of medical insurance payment. On August 9, the National Health Commission issued a notice to include Azvudine tablets in COVID-19 's diagnosis and treatment program, so the Medicare Fund can pay for the insured patients when they use the drug.

个股异动方面,四川能投发展大涨26.44%报2.2元/股,总市值为23.64亿元。消息面上,天齐锂业公告称,拟不超1.5亿港币购买四川能投约7750万股股份。

In terms of individual stock movements, Sichuan Neng Investment Development rose 26.44% to 2.20 yuan per share, with a total market capitalization of 2.364 billion yuan. In the news, Tianqi Lithium Industry announced that it plans to buy about 77.5 million shares of Sichuan Neng by buying no more than 150 million Hong Kong dollars.

高伟电子涨超8%,报17.00港元/股,总市值为142.1亿元。消息面上,高伟电子公布中期业绩,公司实现收益4.05亿美元,同比增加约35.9%;股东应占溢利3139.1万美元,同比增40%。

Gao Wei Electronics rose more than 8% to HK $17.00 per share, with a total market capitalization of 14.21 billion yuan. On the news side, Gao Wei reported interim results, with revenue of $405 million, an increase of about 35.9% over the same period last year, and profit attributable to shareholders of $31.391 million, up 40% from a year earlier.

南向资金方面,南下资金净流入12.61亿港元,其中港股通(沪)净流入7.06亿港元,港股通(深)净流入5.55亿港元。

In terms of southbound funds, southbound funds had a net inflow of HK $1.261 billion, of which the Hong Kong Stock Connect (Shanghai) and Hong Kong Stock Connect (Shenzhen) had a net inflow of HK $706 million and HK $555 million respectively.

港股通跌幅前五分别是东方海外国际、海丰国际、时代中国控股、中芯国际。

The top five declines in Hong Kong Stock Exchange were Orient Overseas, SITC International Holdings, time China Holdings and Semiconductor Manufacturing International Corporation.

展望后市,中金证券认为海外市场关于通胀和紧缩的忧虑仍在持续,同时拜登总统正式签署《芯片和科学法案》引发市场对于政策不确定性的担忧。同时,周五公布的7月金融数据不及预期以及数家中国国有企业宣布计划从美国退市两个因素也加剧了市场对国内政策走向和中美摩擦方面的忧虑。

Looking ahead, CICC Securities believes that concerns about inflation and austerity continue in overseas markets, while President Biden's formal signing of the Chip and Science Act has raised concerns about policy uncertainty. At the same time, the weaker-than-expected financial data for July released on Friday and the announcement of plans by several Chinese state-owned companies to delist from the United States have also heightened concerns about domestic policy trends and frictions between China and the United States.

考虑到以上国内外诸多不确定性,我们预计短期市场或将继续盘整。与此同时,随着中报业绩期渐行渐近,企业盈利表现也有望成为市场关注的核心。在这一背景下,我们认为寻求确定性和优质标的,例如高股息个股和优质成长个股

In view of the above uncertainties at home and abroad, we expect the short-term market to continue to consolidate. At the same time, as the interim report performance period approaches, corporate earnings performance is also expected to become the core of market attention. In this context, we think that we are looking for certainty and quality targets, such as high dividend stocks and high quality growth stocks.

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