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Hong Kong stock market preview | Hong Kong stock market's buyback scale exceeds HKD 150 billion this year; Shenzhen International is expected to have a more than 5-fold increase in mid-term profits compared to the same period last year.

Futu News · Jul 31 08:25

港股重要公告

1）公司要闻

$中国中冶 (01618.HK)$：上半年新签合同额人民币6778.0亿元，同比降低6.1%。二季度新签合同额人民币3608.5亿元，同比降低8.9%。

$普拉达 (01913.HK)$：上半年收入净额25.49亿欧元，按固定汇率计，同比增长17%。

$老铺黄金 (06181.HK)$：预计中期取得净利润约5.5亿元至6亿元，同比增加约180%至205%

$深圳国际 (00152.HK)$：预计中期股东应占盈利同比增加约5-6倍至约5.5亿-6.5亿港元。

公告称，股东应占盈利预期增加主要是由于集团于本期间成功把深国际物流港(杭州一期)及深国际物流港(贵州龙里)置入基础设施公募REITs并取得出售收益。

$嘉兴燃气 (09908.HK)$：预计中期净利润同比减少约40%-53%至约7500万-9500万元。

$大众公用 (01635.HK)$：股票交易异常波动，不存在应披露而未披露的重大信息。

$海信家电 (00921.HK)$：附属公司认购18.46亿元浦银理财产品。

$高视医疗 (02407.HK)$：高视创新两款干眼诊断设备取得医疗器械注册证。

$深圳高速公路股份 (00548.HK)$：6月梅观高速、机荷东段、机荷西段、沿江项目及外环项目路费收入分别为人民币1377.5万元、5772.9万元、4650.7万元、5470万元及1.04亿元，同比分别增长7%、减少1.8%、减少2.52%、增长2.02%及减少0.58%。

2）回购动态

$友邦保险 (01299.HK)$：斥资3.06亿港元回购581.72万股，回购价52.15-52.85港元。

$恒生银行 (00011.HK)$：斥资2042.08万港元回购20万股，回购价101.1-103.5港元。

$太古股份公司A (00019.HK)$：斥资1006.12万港元回购14.8万股，回购价格为10.24-10.42港元。

热点聚焦

1、纳指收跌1.28%，中概指数收跌1.5%，英伟达大跌超7%

周二，美股三大指数走势分化，截至收盘，道琼斯指数涨0.50%，标普500指数跌0.50%，纳斯达克指数跌1.28%。大型科技股多数下跌，特斯拉跌4.08%，亚马逊跌0.81%，英伟达跌7.04%。

热门中概股普跌，纳斯达克中国金龙指数跌1.50%，拼多多跌3.47%，小鹏汽车跌3.64%，理想汽车跌2.64%，哔哩哔哩跌1.39%，百度跌1.94%。

2、中共中央政治局召开会议

中共中央政治局7月30日召开会议，分析研究当前经济形势，部署下半年经济工作，审议《整治形式主义为基层减负若干规定》。中共中央总书记习近平主持会议。会议指出，宏观政策要持续用力、更加给力。要加强逆周期调节，实施好积极的财政政策和稳健的货币政策，加快全面落实已确定的政策举措，及早储备并适时推出一批增量政策举措。会议强调，要统筹防风险、强监管、促发展，提振投资者信心，提升资本市场内在稳定性。

3、国家发改委主任郑栅洁：巩固提升新能源汽车全产业链竞争优势

国家发展改革委党组书记、主任郑栅洁在接受采访时表示，加快培育壮大新兴产业。实施国家战略性新兴产业集群发展工程，巩固提升新能源汽车全产业链竞争优势，体系化推进北斗广泛应用，积极培育瞪羚企业和独角兽企业，引导新兴产业健康有序发展。

4、科技部部长阴和俊：建立培育壮大科技领军企业机制，大力培养龙头型和高速成长型科技领军企业

科技部部长阴和俊接受采访时表示，建立培育壮大科技领军企业机制，大力培养龙头型和高速成长型科技领军企业，探索建立企业项目上升为国家项目的新机制，支持企业与高校、科研院所共同组建创新联合体，促进产业链上下游融通创新。

5、上海发布关于支持生物医药产业全链条创新发展的若干意见

上海市人民政府办公厅发布关于支持生物医药产业全链条创新发展的若干意见。其中提出，加快基础理论创新和前沿技术突破。发挥国家战略科技力量等创新平台作用，瞄准细胞与基因治疗、mRNA、合成生物、再生医学等基础前沿领域和新赛道，开展新靶点、新机制、新结构研究，布局前沿新技术和新型药物攻关。加强高端医疗器械、先进制药装备及材料、现代中药研制。（上海市人民政府网站）

6、香港金管局公布外汇基金截至2024年6月底未经审计的财务状况

外汇基金在2024年上半年实现1040亿港元的投资收入，其主要组成部分包括：债券投资收益579亿港元；香港股票投资收益66亿港元；其他股票投资收益478亿港元；非港元资产外汇估值下调163亿港元；及其他投资收益80亿港元。

7、港股年内回购规模逾1500亿港元

数据显示，今年以来港股上市公司股份回购活跃度持续提升，回购规模达到同期历史峰值。截至7月30日，今年以来港股共有209家上市公司实施回购，数量较去年同期的123家上升69.92%；回购金额合计达1575.43亿港元，较去年同期的569.18亿港元大幅提升176.79%。其中，腾讯控股、汇丰控股、美团-W、友邦保险、小米集团-W回购额排名前五，分别回购613.64亿港元、243.41亿港元、229.26亿港元、171.86亿港元和36.77亿港元。

恒指夜期收盘

7月31日，$恒指当月期货 (HSIcurrent.HK)$夜盘收报17046点，上涨25点或0.147%，高水43点。持仓量为125410张。

恒指牛熊证

截至7月31日，恒指最新的牛熊街货比例为61:39。

恒指牛熊证街货分布图中的数据显示，熊证街货重货区在17400-17499区间，该区间最新熊证数量为836张，较上一交易日增加217张；最多新增在17200-17299区间，该区间最新熊证数量为488张，较上一交易日增加488张。

牛证街货重货区在16700-16799区间，该区间最新牛证数量为1386张，较上一交易日增加186张。最多新增在16600-16699区间，该区间最新牛证数量为889张，较上一交易日增加274张。

编辑/new

Important Announcement for Hong Kong Stocks.

1) Company News

$MCC (01618.HK)$In the first half of the year, the newly signed contract amount was RMB 677.8 billion, a YoY decrease of 6.1%. The newly signed contract amount in the second quarter was RMB 360.85 billion, a YoY decrease of 8.9%.

$PRADA (01913.HK)$Revenue net amount for the first half year was 2.549 billion euros, increased 17% YoY based on fixed exchange rates.

$LAOPU GOLD (06181.HK)$It is expected to achieve a net profit of approximately RMB 0.55 billion to 0.6 billion in the medium term, an increase of about 180% to 205% YoY.

$SHENZHEN INT'L (00152.HK)$It is expected that the medium-term earnings of shareholders will increase by about 5-6 times YoY to about HKD 0.55 billion-0.65 billion.

According to the announcement, the expected increase in earnings attributable to shareholders is mainly due to the Group's successful placement of Shenzhen International Logistics Port (Hangzhou Phase I) and Shenzhen International Logistics Port (Guizhou Longli) into infrastructure public REITs and obtaining proceeds from the sale.

$JIAXING GAS (09908.HK)$It is expected that the net profit for the medium-term will decrease by about 40%-53% YoY to approximately RMB 75 million-95 million.

$DZUG (01635.HK)$Stock trading is abnormally volatile, and there is no major information that should have been disclosed but was not disclosed.

$HISENSE HA (00921.HK)$The subsidiary subscribed to RMB 1.846 billion Pu Yin wealth management products.

$Highlife Medical (02407.HK)$ Two dry eye diagnostic devices of Highvision Innovation have obtained medical equipment registration certificates.

$SHENZHENEXPRESS (00548.HK)$In June, the toll revenue of Mei Guan Expressway, Jihe East, Jihe West, Along Jiang Project and Outer Ring Project were RMB 13.775 million, RMB 57.729 million, RMB 46.507 million, RMB 54.7 million and RMB 0.104 billion, respectively. The YoY growth rates were 7%, -1.8%, -2.52%, 2.02% and -0.58%.

2) Repurchase Dynamics

$AIA (01299.HK)$Repurchased 5.8172 million shares for HKD 0.306 billion, with a repurchase price range of HKD 52.15-52.85.

$HANG SENG BANK (00011.HK)$Repurchased 0.2 million shares for HKD 20.4208 million, with a repurchase price range of HKD 101.1-103.5.

$SWIRE PACIFIC A (00019.HK)$Repurchased 0.148 million shares for HKD 10.0612 million, with a repurchase price range of HKD 10.24-10.42.

Focus on hotspots:

1. The Nasdaq index fell by 1.28%, the China concept stock index fell by 1.5%, and NVIDIA plummeted more than 7%.

On Tuesday, the three major indexes of the US stock market trended differently. As of the close, the Dow Jones Index rose by 0.50%, the S&P 500 Index fell by 0.50%, and the NASDAQ Index fell by 1.28%. Most large technology stocks fell, with Tesla falling by 4.08%, Amazon falling by 0.81%, and NVIDIA falling by 7.04%.

Popular China concept stocks generally fell. The Nasdaq China Dragon Index fell by 1.50%, Pinduoduo fell by 3.47%, Xpeng fell by 3.64%, Li Auto Inc fell by 2.64%, Bilibili fell by 1.39%, and Baidu fell by 1.94%.

2. The Political Bureau of the CPC Central Committee held a meeting.

On July 30, the Political Bureau of the CPC Central Committee held a meeting to analyze and study the current economic situation, deploy economic work for the second half of the year, and review the "Several Provisions for Reducing Grassroots Burden by Reforming Formalism". ****, General Secretary of the CPC Central Committee, presided over the meeting. The meeting pointed out that macro policies should continue to exert force and be more powerful. It is necessary to strengthen countercyclical adjustments, implement proactive fiscal policies and prudent monetary policies, accelerate the full implementation of policy measures that have been determined, and prepare and timely launch a batch of incremental policy measures. The meeting emphasized that it is necessary to coordinate risk prevention, strengthen supervision, promote development, boost investor confidence, and enhance the inherent stability of the capital market.

3. National Development and Reform Commission Director Zheng Zhajie: Consolidate and enhance the full industry chain competitiveness of new energy vehicles.

Zheng Zhijie, Secretary of the Party Group and Director of the National Development and Reform Commission, said in an interview that it is necessary to accelerate the cultivation and development of emerging industries. The national strategic emerging industry cluster development project has been implemented to consolidate and enhance the overall competitiveness of the new energy vehicle industry chain, systematically promote the extensive application of Beidou, actively cultivate gazelle enterprises and unicorn enterprises, and guide the healthy and orderly development of emerging industries.

Minister of Science and Technology Yin Hejun: Establish a mechanism to cultivate and develop leading technology enterprises, and vigorously cultivate leading technology enterprises with leading and high-speed growth.

Minister of Science and Technology Yin Hejun said in an interview that a mechanism should be established to cultivate and develop leading technology enterprises, vigorously cultivate leading technology enterprises with leading and high-speed growth, explore new mechanisms for corporate projects to become national projects, support the establishment of innovation consortia between enterprises and universities and research institutes, and promote communication and innovation between upstream and downstream in the industry chain.

Shanghai issues several opinions on supporting the innovation and development of the entire chain of the biomedical industry.

The General Office of the Shanghai Municipal People's Government issued several opinions on supporting the innovation and development of the entire chain of the biomedical industry. It is proposed to accelerate basic theoretical innovation and frontier technology breakthroughs, give full play to the role of national strategic scientific and technological forces and other innovative platforms, target basic frontier fields and new tracks such as cell and genetic therapy, mRNA, synthetic biology, and regenerative medicine, carry out research on new targets, mechanisms, structures, and layout, and study cutting-edge technologies and new types of drugs. Strengthen the development of high-end medical equipment, advanced pharmaceutical equipment and materials, and modern traditional Chinese medicine.

The Hong Kong Monetary Authority announced the unaudited financial condition of foreign exchange funds ending June 30, 2024.

Foreign exchange funds achieved investment income of HKD 10.4 billion in the first half of 2024, including investment income of HKD 57.9 billion from bond investment, HKD 6.6 billion from Hong Kong stock investment, HKD 47.8 billion from other stock investment, HKD 16.3 billion from non-Hong Kong dollar asset foreign exchange valuation adjustment, and HKD 8 billion from other investment income.

The scale of buybacks in the Hong Kong stock market exceeds HKD 15 billion this year.

Data shows that the activity of share buybacks of listed companies in Hong Kong has continued to increase this year, reaching a historical peak of the same period. As of July 30, 209 listed companies have implemented repurchases this year, an increase of 69.92% from the same period last year, with a total repurchase amount of HKD 157.543 billion, a substantial increase of 176.79% from the same period last year. Among them, Tencent, HSBC Holdings, Meituan-W, AIA, and Xiaomi Group-W ranked the top five in terms of repurchase amount, with HKD 61.364 billion, HKD 24.341 billion, HKD 22.926 billion, HKD 17.186 billion, and HKD 3.677 billion, respectively.

At the close of the night session of July 27th,

On July 31,$HSI Futures Current Contract (HSIcurrent.HK)$The night trading closed at 17,046 points, up 25 points or 0.147%, with a high of 43 points. The open interest was 125,410 contracts.

Hang Seng Index Bull & Bear Certificates

As of July 31, the latest bull-bear street commodity ratio of the Hang Seng Index was 61:39.

Data from the bull-bear certificate street commodity distribution chart of the Hang Seng Index shows that the heavy bear zone is in the range of 17,400-17,499, and the latest number of bear certificates in this range is 836, an increase of 217 from the previous trading day. The most new certificates are added in the range of 17,200-17,299, with the latest number of bear certificates in this range being 488, an increase of 488 from the previous trading day.

The heavy commodity zone for the bull certificates is in the range of 16,700-16,799, with the latest number of bull certificates in this range being 1386, an increase of 186 from the previous trading day. The most new certificates are added in the range of 16,600-16,699, with the latest number of bull certificates in this range being 889, an increase of 274 from the previous trading day.

Editor/new

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