Afternoon comment on Hong Kong stocks | Hong Kong stocks fluctuated higher, power and property stocks were strong, and China Longyuan Power Group Corporation rose 8%.

富途資訊 · Aug 17, 2022 12:12

富途资讯8月17日 | 港股三大指数出现V型反转走势，恒指午间涨0.84%，恒生科指涨0.97%，国企指数涨0.83%。

截至午间收盘，港股上806涨只，下跌729只，收平1364只。

板块方面，大型科技股涨跌不一，美团涨超4%，网易涨超2%，京东涨超1%，阿里巴巴涨近1%，百度跌近1%，腾讯跌0.07%。

电力股续涨，龙源电力涨8%，中国电力涨超7%，华润电力涨近3%，华能国际电力涨超3%，中电控股涨超1%。

家电股走强，TCL电子涨超11%，创科实业涨超5%，海尔智家涨超2%，海信家电涨近1%。

内房股拉升，旭辉控股集团涨超5%，碧桂园涨超2%，万科企业涨近2%，龙湖集团涨近1%，华润置地涨近1%。

燃气股跌幅居前，中国燃气跌逾2%，华润燃气跌逾3%，新奥能源跌近3%，港华智慧能源跌近2。

医药股下挫，云康集团跌近5%，石药集团跌逾3%，百济神州跌逾3%，信达生物跌逾2%，科济药业-B跌逾2%。

其他方面，物流、旅游、券商、半导体等板块出现上涨，苹果概念、SaaS概念、有色金属、教育等板块纷纷下跌。

个股方面，$美团-W(03690.HK)$涨超4%。消息面，昨日有市场传闻称，腾讯计划出售美团的全部或大部分股权。据36氪从接近腾讯侧的消息人士获知，上述传闻不属实，腾讯目前没有计划出售美团股份。

$龙源电力(00916.HK)$涨8%。据联交所显示，8月11日，龙源电力获Wellington Management Group LLP在场内以每股均价11.68港元增持593.9万股，涉资约6936.75万港元。

$创科实业(00669.HK)$涨超5%。消息面，国家统计局表示，从消费看，就业总体稳定，居民收入增加。在疫情防控更加精准和促消费政策作用下，居民消费有望逐步恢复。麦格理指出，创科实业今年上半年收入与净利润符合该行预期，看好公司的市场份额有利地位，尤其是其在专业细分市场的强劲增长。

$锦欣生殖(01951.HK)$跌逾3%。消息面，国家卫健委等17部门8月16日印发《关于进一步完善和落实积极生育支持措施的指导意见》。《意见》要求，指导地方综合考虑医保(含生育保险)基金可承受能力、相关技术规范性等因素，逐步将适宜的分娩镇痛和辅助生殖技术项目按程序纳入基金支付范围。

$洛阳钼业(03993.HK)$跌逾3%。小摩发布研报称，电动车行业对钴矿依赖正开始完结。该行在行业调查报告中指出，结构性趋势将对钴矿长期前景不利，预计该商品需求于2025年见顶，价格由现价下跌30%。

半日成交额TOP20

编辑/harry

Futu Information on August 17 | the three major indexes of Hong Kong stocks showed a V-shaped reversal trend. The Hang Seng Index rose 0.84% at midday, the Hang Seng Index rose 0.97%, and the State-owned Enterprises Index rose 0.83%.

By midday's close, Hong Kong stocks had risen by 806%, but fell by 729 to close flat at 1364.

On the plate side, large-scale technology stocks rise and fall differently.Meituan rose by more than 4%, NetEase, Inc by more than 2%, JD.com by more than 1%, BABA by nearly 1%, Baidu, Inc. by nearly 1% and Tencent by 0.07%.

Power stocks continue to riseChina Longyuan Power Group Corporation is up 8%, China Power is up more than 7%, China Resources Power Holdings is up nearly 3%, Huaneng International Power is up more than 3%, and CLP Holdings Limited is up more than 1%.

Home appliance stocks strengthenTCL Electronics rose by more than 11%, Techtronic Industries by more than 5%, Haier Smart Home by more than 2%, and Hisense Home Appliances by nearly 1%.

Inner housing stocks pull upXuhui holding Group rose by more than 5%, Country Garden Holdings by more than 2%, China Vanke by nearly 2%, Longfor Group by nearly 1% and China Resources Land by nearly 1%.

Gas stocks led the decline.China Gas fell more than 2%, China Resources Gas fell more than 3%, ENN Energy fell nearly 3%, and Hong Kong China Smart Energy fell nearly 2%.

Pharmaceutical stocks fellYunkang Group fell nearly 5%, CSPC Pharmaceutical fell more than 3%, BeiGene, Ltd. fell more than 3%, INNOVENT BIO fell more than 2%, and Keji Pharmaceutical-B fell more than 2%.

Other aspectsLogistics, tourism, brokerage, semiconductors and other plates rose, Apple Inc concept, SaaS concept, non-ferrous metals, education and other plates have fallen.

Individual stocks$Meituan-W (03690.HK) $It's up more than 4%.On the news side, there were market rumors yesterday that Tencent planned to sell all or most of Meituan's shares. 36Kr Holdings learned from sources close to Tencent that the above rumors are not true and Tencent has no plans to sell Meituan shares at present.

$China Longyuan Power Group Corporation (00916.HK) $涨8%。According to the Stock Exchange, China Longyuan Power Group Corporation received Wellington Management Group LLP on August 11 to increase his holdings of 5.939 million shares at an average price of HK $11.68 per share, involving a capital of about HK $69.3675 million.

$Techtronic Industries (00669.HK) $It's up more than 5%.On the news side, the National Bureau of Statistics said that from the perspective of consumption, employment is generally stable and residents' income has increased. Under the role of more accurate prevention and control of the epidemic and policies to promote consumption, household consumption is expected to recover gradually. Macquarie pointed out that Techtronic Industries's income and net profit in the first half of this year were in line with the bank's expectations and was optimistic about the company's favorable position in market share, especially its strong growth in professional market segments.

$Jinxin Reproduction (01951.HK) $It fell by more than 3%.On the news side, 17 departments, including the National Health Commission, issued the "guidance on further improving and implementing active Fertility support measures" on August 16. The "opinion" requires that localities be guided to comprehensively consider such factors as the affordability of the medical insurance (including maternity insurance) fund and the standardization of relevant technologies, and gradually bring appropriate labor analgesia and assisted reproductive technology projects into the scope of payment of the fund in accordance with procedures.

$China Molybdenum (03993.HK) $It fell by more than 3%.Xiaomo released a research report that the electric car industry's dependence on cobalt ore is beginning to end. In an industry survey, the bank noted that structural trends would be bad for the long-term outlook for cobalt, with demand for the commodity expected to peak in 2025 and prices falling 30 per cent from current prices.

Half-day turnover TOP20

Edit / harry

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Afternoon review of Hong Kong stock market

港股午评 | 港股震荡走高，电力、物业股强势，龙源电力大涨8%

Afternoon comment on Hong Kong stocks | Hong Kong stocks fluctuated higher, power and property stocks were strong, and China Longyuan Power Group Corporation rose 8%.

板块方面，大型科技股涨跌不一，美团涨超4%，网易涨超2%，京东涨超1%，阿里巴巴涨近1%，百度跌近1%，腾讯跌0.07%。

半日成交额TOP20

On the plate side, large-scale technology stocks rise and fall differently.Meituan rose by more than 4%, NetEase, Inc by more than 2%, JD.com by more than 1%, BABA by nearly 1%, Baidu, Inc. by nearly 1% and Tencent by 0.07%.

Half-day turnover TOP20

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