FUTU Morning Post

Hong Kong stock market outlook | New Oriental's net income for the last fiscal year increased by more than 70%; Alibaba will launch an AI-based conversational procurement engine.

Futu News · Aug 1 08:07

港股重要公告

1）公司要闻

$中国中车 (01766.HK)$：6-7月签订若干项合同，合计金额约459.9亿元，占公司中国会计准则下2023年营业收入的19.6%。

$百奥赛图-B (02315.HK)$：就具有同类首创潜力的B7H3/PTK7拓扑异构酶抑制剂有效载荷双特异性ADC项目与IDEAYA达成选择权及授权协议。

根据该协议的条款，百奥赛图将获得一笔首付款，如果IDEAYA行使了选择权，百奥赛图有权获得选择权行使费、开发和监管里程碑付款、商业化里程碑付款以及个位数净销售额分成。潜在交易总额达4.065亿美元，其中包括1亿美元的临床开发和监管里程碑付款。

2）业绩速递

$新东方-S (09901.HK)$：发布截至2024年5月31日止的2024财年第四季度及全年业绩。

2024财年净营收43.14亿美元，同比增加43.9%；经营利润3.5亿美元，同比增加84.4%；净利润3.1亿美元，同比增加74.6%。其中，第四财季净营收11.37亿美元，同比增加32.1%；净利润2697.2万美元，同比减少6.9%。

新东方预计2025财年第一季度，净营收总额将为12.55亿美元至12.84亿美元之间，同比上升率为31%到34%之间。

截至2024年5月31日止，学校及学习中心的总数为1025间，环比增加了114间；同比增加了277间。

$信义光能 (00968.HK)$：上半年收入126.87亿港元，同比增加4.5%；净利润19.62亿港元，同比增加41%。主要由于太阳能玻璃销量增加。

$信义玻璃 (00868.HK)$：上半年收入118.07亿港元，同比减少6.4%；净利润27.3亿港元，同比增加27.1%。收入减少主要由于汇率波动及浮法玻璃产品的平均售价下跌。

$信义能源 (03868.HK)$：上半年收入12.18亿港元，同比减少5.4%；净利润3.95亿港元，同比减少30.4%。主要由于电网消纳限制导致限电损失，发电收益下降。

$达势股份 (01405.HK)$：预计上半年总收入不少于人民币20亿元，同比增长不少于45.0%。

$和黄医药 (00013.HK)$：上半年收入总额约3.06亿美元，同比减少42.64%；净利润2580.1万美元，同比减少84.69%。

$圆通国际快递 (06123.HK)$：发布盈警，预计中期净亏损约3800万港元至4700万港元，同比盈转亏。

$好孩子国际 (01086.HK)$：预计上半年净利润约1.6亿港元-2亿港元，上一年同期为2990万港元。主要由于品牌毛利率改善。

3）融资、回购动态

$友邦保险 (01299.HK)$：斥资1.05亿港元回购199.6万股，回购价52.3-53.25港元。

$创梦天地 (01119.HK)$：配售1.1985亿股净筹约2.54亿港元，所得款项净额用于重点产品的研发及海外发行，以及用作一般营运资金。

$英皇国际 (00163.HK)$：拟以“2供1”基准发行18.39亿股，净筹约4.555亿港元。

热点聚焦

1、鲍威尔释放9月降息信号，三大指数齐涨，纳指大涨超2.5%

美联储7月维持利率不变，符合市场预期。在利率决议后的新闻发布会上，美联储主席鲍威尔暗示，如果通胀继续走低，美联储准备在9月降息。隔夜美股市场高开高走，三大指数集体上涨，标普500指数涨超1.5%，纳指涨逾2.5%，双双创下自2月以来最佳单日表现。

2、中指院：前7月TOP100房企销售总额为23909.4亿元，同比下降40.1%

中指院统计数据显示，2024年1-7月，TOP100房企销售总额为23909.4亿元，同比下降40.1%，降幅较上月继续收窄1.5个百分点。而7月单月，TOP100房企销售额同比下降19.4%，环比降低35.2%。

3、香港2024年第二季度本地生产总值预估同比上升3.3%

香港特区政府统计处公布，根据预先估计数字，香港今年第二季度本地生产总值较去年同期上升3.3%，第一季度的升幅为2.8%。香港特区政府表示，香港经济在第二季继续录得温和增长。在外部货物需求持续的支持下，整体货物出口继续录得强劲增长。但受旅客和市民消费模式改变、港元汇率高企的影响，服务输出升幅放缓，私人消费开支转为轻微下跌。

4、阿里巴巴将推出人工智能对话式采购引擎

7月31日，阿里巴巴国际数字商业集团宣布，将推出人工智能对话式采购引擎，预计将于今年9月首次亮相。

根据声明，该引擎专注于B2B电商业务，旨在改变中小企业的全球采购流程，使其更加直观和高效。这项新服务将整合所有电商平台，专注于理解自然语言并将其转化为专业采购请求，还可以预测采购需求并提供建议。

恒指夜期收盘

截至8月1日，$恒指当月期货 (HSIcurrent.HK)$收报17377点，上涨28点或0.161%，高水32点。

恒指牛熊证

截至8月1日，恒指最新的牛熊街货比例为56:44。

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1021张，较上一交易日增加184张；最多新增在17700-17799区间，该区间最新熊证数量为743张，较上一交易日增加287张。

牛证街货重货区在16700-16799区间，该区间最新牛证数量为1282张，较上一交易日较少104张。最多新增在16900-16999区间，该区间最新牛证数量为938张，较上一交易日增加422张。

编辑/Somer

Important Announcement for Hong Kong Stocks.

1) Company News

$CRRC (01766.HK)$Several contracts were signed in June and July with a total amount of about 45.99 billion yuan, accounting for 19.6% of the company's revenue under China GAAP in 2023. Product revenue of 4.01/12.88/0.06 billion yuan respectively for 100-300-billion-yuan products.

$BIOCYTOGEN-B (02315.HK)$IDEAYA has entered into a selection and authorization agreement for B7H3/PTK7 topology isomerase inhibitor double-specificity ADC projects that have similar pioneering potential.

Under the terms of the agreement, BeiGene will receive an upfront payment. If IDEAYA exercises the option, BeiGene will have the right to receive the option exercise fee, development and regulatory milestone payments, commercial milestone payments, and a net sales value percentage in the single digit. The potential total transaction amount is up to 406.5 million US dollars, including 100 million US dollars in clinical development and regulatory milestone payments.

Performance express

$NEW ORIENTAL-S (09901.HK)$The performance for the fourth quarter and full year of 2024 ended on May 31, 2024 was released.

Net revenue for the 2024 fiscal year was $4.314 billion, a year-on-year increase of 43.9%; operating profit was $350 million, a year-on-year increase of 84.4%; net income was $310 million, a year-on-year increase of 74.6%. Of these, net revenue for the fourth quarter was $1.137 billion, a year-on-year increase of 32.1%; net income was $26.972 million, a year-on-year decrease of 6.9%.

New Oriental expects a total net revenue of between $1.255 billion and $1.284 billion in the first quarter of fiscal year 2025, a year-on-year increase of between 31% and 34%.

As of May 31, 2024, the total number of schools and learning centers increased by 114 from the previous period, or 277 from the same period last year.

$XINYI SOLAR (00968.HK)$Revenue for the first half of the year was HKD 12.687 billion, up 4.5% year-on-year; net profit was HKD 1.962 billion, up 41%. Mainly due to the increased sales of solar glass.

$XINYI GLASS (00868.HK)$Revenue for the first half of the year was HKD 11.807 billion, down 6.4% year-on-year; net profit was HKD 2.73 billion, up 27.1% year-on-year. The decrease in revenue was mainly due to exchange rate fluctuations and a decrease in the average selling price of float glass products.

$XINYI ENERGY (03868.HK)$Revenue for the first half of the year was HKD 1.218 billion, down 5.4% year-on-year; net profit was HKD 0.395 billion, down 30.4% year-on-year. This was mainly due to the limitation of grid access causing power restriction losses and a decrease in power generation revenue.

$DPC DASH (01405.HK)$It is expected that the total revenue for the first half of the year will be no less than RMB 2 billion, a year-on-year increase of no less than 45.0%.

$HUTCHMED (00013.HK)$The total revenue for the first half of the year was approximately USD 306 million, a year-on-year decrease of 42.64%; net profit was USD 25.801 million, a year-on-year decrease of 84.69%.

$YTO INTL EXP (06123.HK)$Announcement of profit warning, expected net loss of about HKD 38 million to HKD 47 million in the middle term, turning from profit to loss year-on-year.

$GOODBABY INTL (01086.HK)$Financing and repurchasing dynamics. Spending HKD 105 million to repurchase 1.996 million shares at a repurchase price of HKD 52.3-53.25.

iDreamSky's first-half total revenue was approximately $0.306 billion, a year-on-year decrease of 42.64%; net profit was $25.801 million, a year-on-year decrease of 84.69%.

$AIA (01299.HK)$Goodbaby Intl (01086.HK) expects net profit to be approximately HKD 0.16 billion to HKD 0.2 billion in the first half of the year, compared to HKD 29.9 million in the same period last year, mainly due to the improvement in gross profit margin.

$IDREAMSKY (01119.HK)$Net proceeds from the offering of 0.11985 billion shares, approximately HKD 0.254 billion, will be used for R&D of key products and overseas issuance, as well as for general corporate purposes.

$EMPEROR INT'L (00163.HK)$Proposed to issue 1.839 billion shares on a "2 for 1" basis, with net proceeds of approximately HKD 0.4555 billion.

Focus on hotspots:

1. Powell signals rate cut in September, and three major indexes rise together, with Nasdaq up more than 2.5%.

The Federal Reserve left interest rates unchanged in July as expected by the market. At a news conference after the rate decision, Fed Chairman Powell suggested that if inflation continues to trend lower, the Fed is prepared to cut rates in September. Overnight, the US stock market rose sharply, with all three major indexes rising, and the S&P 500 index rising more than 1.5%, while the Nasdaq rose more than 2.5%, both posting their best single-day performance since February.

2. China Index Academy: the sales revenue of the Top 100 real estate developers in the first seven months of this year was CNY 2390.94 billion, a year-on-year decrease of 40.1%.

According to statistics from China Index Academy, the total sales revenue of the Top 100 real estate developers from January to July 2024 was CNY 2390.94 billion, a year-on-year decrease of 40.1%, narrowing by 1.5 percentage points from last month. In the single month of July, sales revenue of the Top 100 real estate developers decreased by 19.4% year-on-year and 35.2% month-on-month.

3. Hong Kong's GDP in the second quarter of 2024 is estimated to be up 3.3% year-on-year.

According to preliminary estimates, Hong Kong's GDP in the second quarter of this year rose 3.3% year-on-year compared to the same period last year, while the growth rate in the first quarter was 2.8%. The Hong Kong SAR government said that the economy continued to grow moderately in the second quarter with the continued support of external demand for goods. However, the growth rate of service exports slowed down due to changes in consumption patterns of tourists and residents and the high exchange rate of the Hong Kong dollar, and private consumption expenditure turned slightly negative.

4. Alibaba will launch an AI conversational procurement engine.

On July 31, Alibaba's International Digital Commerce Group announced that it will launch an AI conversational procurement engine, which is expected to debut in September this year.

According to the announcement, the engine is designed for B2B e-commerce business, aiming to change the global procurement process for small and medium-sized enterprises to make it more intuitive and efficient. This new service will integrate all e-commerce platforms, focus on understanding natural language and translating it into professional procurement requests, and can also predict procurement needs and provide suggestions.

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

As of August 1st,$HSI Futures Current Contract (HSIcurrent.HK)$The HSCEI closed at 17377 points, up 28 points or 0.161%, and the high level was up 32 points.

Hang Seng Index Bull & Bear Certificates

As of August 1st, the latest bull-bear street ratio of the Hang Seng Index was 56:44.

Data in the bull-bear certificate street distribution chart of the Hang Seng Index showed that the heavy bear certificate was in the range of 17400-17499, with the latest number of bear certificates in this range being 1021, an increase of 184 from the previous trading day. The most new certificates were added in the range of 17700-17799, with the latest number of bear certificates in this range being 743, an increase of 287 from the previous trading day. The heavy bull certificate street was in the range of 16700-16799, with the latest number of bull certificates in this range being 1282, 104 less than the previous trading day. The most new certificates were added in the range of 16900-16999, with the latest number of bull certificates in this range being 938, an increase of 422 from the previous trading day.

Editor/Somer

The translation is provided by third-party software.

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