HK Stock Preview | July Car Sales Figures Released! BYD's sales increased by about 30% in July, with Ideal breaking the record with a monthly delivery volume of 0.05 million.

Futu News · Aug 2 08:02

港股重要公告

1）公司要闻

$比亚迪股份 (01211.HK)$：7月销量约34.24万辆，同比增加30.6%；前7月累计销量约195.54万辆，同比增加28.83%。

$吉利汽车 (00175.HK)$：7月的总销量为15.08万部汽车，同比增长约13%。

$长城汽车 (02333.HK)$：7月汽车销量约9.13万台，同比减少16.32%；前7月累计销量约65.1万台，同比增长3.6%。其中7月新能源车销售2.41万台，年内月累计销售15.65万台。

$理想汽车-W (02015.HK)$：7月理想汽车交付新车5.1万辆，创月交付量的历史新高，同比增长49.4%；前7月累计交付24万辆。

$蔚来-SW (09866.HK)$：7月交付量为20498辆，同比增长0.2%，环比下降3.4%。

$小鹏汽车-W (09868.HK)$：7月交付量为11145辆，同比增长1%，环比增长4%。

$中国能源建设 (03996.HK)$：近日，附属西北电力设计院中标陕西延长石油富县电厂二期2×1000MW工程EPC总承包项目。工程总工期约为31个月，中标金额约为人民币63.76亿元。

$华电国际电力股份 (01071.HK)$：拟增发股份向控股股东中国华电及其附属收购8家公司股权。

公告称，本次拟注入资产合计在运装机规模约1,597.28万千瓦，占公司现有控股装机规模的27.33%。完成后，公司控股装机规模将显著提高至7,442.26万千瓦，进一步提升电力领域的市场竞争力和品牌影响力。

$上海电气 (02727.HK)$：拟挂牌转让公司所属上海市兴义路8号30层房地产，评估价值6386.39万元。

$中国生物制药 (01177.HK)$：贝莫苏拜单抗注射液联合盐酸安罗替尼胶囊用于晚期肾细胞癌一线治疗新适应症上市申请获得受理。

$信达生物 (01801.HK)$：国家药品监督管理局受理玛仕度肽治疗2型糖尿病的新药上市申请。

2）业绩速递

$九龙建业 (00034.HK)$：预计上半年净利润同比减少35%-45%，主要是由于在中国香港的投资物业的重估亏损增加所致。

$久泰邦达能源 (02798.HK)$：预计上半年净利润同比增加约65%至73%。主要由于精煤的整体产量及销售量增长。

3）回购动态

$友邦保险 (01299.HK)$：斥资约6462.56万港元回购股份122.34万股，每股回购价格为52.2-53.1港元。

$绿色动力环保 (01330.HK)$：股东长城人寿于2024年7月31日以连续竞价方式增持公司H股至7015万股，其持股比例增加至5.0343%。

热点聚焦

1、纳指收跌超2%，芯片股集体下挫，英伟达跌近7%

周四，美股市场高开低走，三大指数均大幅下跌。截至收盘，道琼斯指数跌1.21%，标普500指数跌1.37%，纳斯达克指数跌2.30%。大型科技股普跌，特斯拉跌6.55%，亚马逊跌1.56%，Meta逆市涨4.82%。芯片股集体大跌，英伟达跌6.67%，高通跌9.37%。

热门中概股普遍下跌，纳斯达克中国金龙指数跌3.35%，京东跌4.36%，蔚来汽车跌8.56%，小鹏汽车跌5.33%。

2、国务院办公厅关于健全基本医疗保险参保长效机制的指导意见

国务院办公厅日前印发《关于健全基本医疗保险参保长效机制的指导意见》，其中提出，将自愿申请且符合条件的村卫生室纳入医保结算范围，推动实时结算。其中还提出，进一步放开放宽在常住地、就业地参加基本医保的户籍限制。

3、工信部：加强智能网联汽车认证服务，健全事故报告与研判机制

工信部公开征求对《关于进一步加强智能网联汽车准入、召回及软件在线升级管理的通知》（征求意见稿）的意见。其中指出，拟健全事件事故报告与研判机制。搭载组合驾驶辅助系统的车辆发生碰撞、远程控制等事故的，企业根据有关要求向工业和信息化部、市场监管总局报告。

4、暑运过半，民航旅客量增价降

2024年暑运过半，航旅纵横昨日提供的数据显示，7月国内航线民航旅客运输量超5857万人次，同比去年增长约6%；出入境航线民航运输旅客量超697万人次，同比去年增长约70%。航班管家数据则显示，2024年暑期国内机票（经济舱）、国际机票（经济舱）不含税均价800元、2183元，同比2023年下降15%、26.3%。

5、“造车新势力”7月成绩单出炉

理想汽车7月交付新车51000辆，创月交付量的历史新高，同比增长49.4%。小鹏汽车7月共交付新车11145台，同比增长1%，环比增长4%。蔚来汽车7月交付量为20498辆，于2024年年初至今交付107924辆汽车，同比增长43.9%。赛力斯7月新能源汽车销量4.22万辆，同比增长508.25%。7月小米SU7交付量超10000台。

6、二季度内地公募基金对港股的持仓量显著增加

中金公司发布的报告显示，二季度内地公募基金对港股的持仓量显著增加。截至二季度，3594只内地公募基金持有的港股市值达到3757亿元，环比增加23%。目前，港股持仓占比为24.1%，较一季度的19%有所提升。行业配置上，新经济和高分红持仓均有所增加。媒体娱乐、银行与通信服务行业的持仓增加最为显著。

恒指夜期收盘

截至8月2日，$恒指当月期货 (HSIcurrent.HK)$收报17047点，下跌266点或1.536%，低水258点。

恒指牛熊证

截至8月2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17500-17599区间，该区间最新熊证数量为856张，较上一交易日增加211张；最多新增在相同区间。

牛证街货重货区在16800-16899区间，该区间最新牛证数量为1231张，较上一交易日增加184张；最多新增在相同区间。

编辑/new

Important Announcement for Hong Kong Stocks.

1) Company News

$BYD COMPANY (01211.HK)$The sales volume in July was about 0.3424 million vehicles, an increase of 30.6% year-on-year; the cumulative sales volume in the first seven months was about 1.9554 million vehicles, an increase of 28.83% year-on-year.

$GEELY AUTO (00175.HK)$The total sales volume in July was approximately 0.1508 million cars, an increase of approximately 13% year-on-year.

$GWMOTOR (02333.HK)$The sales volume of cars in July was about 0.0913 million, a year-on-year decrease of 16.32%; the cumulative sales volume in the first seven months was about 0.651 million, a year-on-year increase of 3.6%. Among them, the sales of new energy vehicles in July were 0.0241 million, and the cumulative sales for the year were 0.1565 million per month.

$LI AUTO-W (02015.HK)$In July, Li Auto delivered 0.051 million new vehicles, setting a new monthly delivery record, an increase of 49.4% year-on-year; cumulative delivery of 0.24 million in the first seven months.

$NIO-SW (09866.HK)$In July, the delivery volume was 20,498 vehicles, an increase of 0.2% year-on-year and a decrease of 3.4% month-on-month.

$XPENG-W (09868.HK)$In July, the delivery volume was 11,145 vehicles, up 1% year over year and 4% sequentially.

$CH ENERGY ENG (03996.HK)$Recently, the affiliated Northwest Electric Power Design Institute won the EPC general contracting project for the 2 × 1000MW project of Shaanxi Yanchang Petroleum Fuxian Power Plant Phase II. The total project duration is about 31 months, and the winning bid amount is about RMB 6.376 billion.

$HUADIAN POWER (01071.HK)$It is proposed to issue additional shares to the controlling shareholder, China Huadian and its affiliates, to acquire shares in 8 companies.

The announcement stated that the total assets to be injected in this transaction have a capacity of approximately 15.9728 million kilowatts, accounting for 27.33% of the company's existing controlled installed capacity. After completion, the company's controlled installed capacity will be significantly increased to 74.4226 million kilowatts, further enhancing the company's market competitiveness and brand influence in the electrical utilities field.

$SH ELECTRIC (02727.HK)$The company plans to list and transfer its 30th floor real estate at No. 8 Xingyi Road, Shanghai, with an assessed value of RMB 63.8639 million.

$SINO BIOPHARM (01177.HK)$The application for listing of Bevacizumab injection combined with Anlotinib capsules for the first-line treatment of advanced renal cell carcinoma has been accepted.

$INNOVENT BIO (01801.HK)$The State Drug Administration has accepted the listing application for Marsitinib for the treatment of type 2 diabetes.

Business performance update:

$KOWLOON DEV (00034.HK)$Net profit for the first half of the year is expected to decrease by 35% to 45% year-on-year, mainly due to the increase in revaluation losses of investment properties in Hong Kong, China.

$PER ENERGY (02798.HK)$Net profit for the first half of the year is expected to increase by about 65% to 73%. This is mainly due to the overall increase in the production and sales of premium coal.

3) Buyback Dynamics

$AIA (01299.HK)$It plans to repurchase 1.2234 million shares at a cost of approximately HKD 64.6256 million, and the repurchase price per share is between HKD 52.2-53.1.

$DYNAGREEN ENV (01330.HK)$Shareholder Great Wall Insurance increased its H shares to 70.15 million shares through continuous bidding as of July 31, 2024, and its shareholding ratio increased to 5.0343%.

Focus on hotspots:

The NASDAQ fell more than 2%, with chip stocks collectively falling, and Nvidia fell nearly 7%.

On Thursday, the US stock market opened high and low, and the three major indexes all fell sharply. As of the close, the Dow Jones index fell 1.21%, the S&P 500 index fell 1.37%, and the Nasdaq index fell 2.30%. Large technology stocks fell across the board, with Tesla falling 6.55%, Amazon falling 1.56%, and Meta rising 4.82%. Chip stocks collectively fell, with Nvidia falling 6.67% and Qualcomm falling 9.37%.

Popular Chinese concept stocks generally fell, with the Nasdaq Golden Dragon China Index down 3.35%, jd.com down 4.36%, NIO Inc. down 8.56%, and Xpeng down 5.33%.

Guiding Opinions of the General Office of the State Council on Improving the Long-term Mechanism for Basic Medical Insurance Participation.

The General Office of the State Council recently issued the "Guiding Opinions on Improving the Long-term Mechanism for Basic Medical Insurance Participation", which proposes to include voluntary and eligible village clinics in the medical insurance settlement range and promote real-time settlement. It also proposed to further liberalize and relax the household registration restrictions for participating in basic medical insurance in the place of permanent residence and employment.

The Ministry of Industry and Information Technology: Strengthening intelligent connected vehicle certification services and improving the accident reporting and judgment mechanism.

The Ministry of Industry and Information Technology publicly solicits opinions on the 'Notice on Further Strengthening the Management of Intelligent Network-Connected Vehicle Access, Recall, and Software Online Upgrade.' It points out that it plans to improve the incident accident reporting and assessment mechanism. If a vehicle equipped with a combination driving assistance system is involved in a collision, remote control accident, etc., the company shall report to the Ministry of Industry and Information Technology and the State Administration of Market Supervision in accordance with relevant requirements.

4. More than half of the summer transportation season, the volume of air passengers has increased while prices have decreased.

More than halfway through the 2024 summer transportation season, data provided by Air Travel Horizon yesterday showed that the domestic airline passenger transport volume for July exceeded 58.57 million, an increase of about 6% year-on-year. At the same time, the inbound and outbound airliner passenger transport volume exceeded 6.97 million, a year-on-year increase of about 70%. Flight manager displayed that the domestic flight (economy class) and international flight (economy class) prices for summer 2024 were 800 yuan and 2183 yuan excluding taxes respectively, a decrease of 15% and 26.3% compared to 2023.

5. Performance report of new car-making forces in July

Li Auto Inc delivered 51,000 new cars in July, setting a new record for monthly deliveries, an increase of 49.4% year-on-year. XPeng delivered a total of 11,145 new vehicles in July, a year-on-year increase of 1% and a month-on-month increase of 4%. NIO delivered 20,498 vehicles in July, and has delivered 107,924 vehicles since the beginning of 2024, a year-on-year increase of 43.9%. In July, Chongqing Sokon Industry Group Stock's new energy vehicle sales were 0.0422 million vehicles, an increase of 508.25% year-on-year. In July, Xiaomi SU7 deliveries exceeded 10,000 units.

6. Mainland public funds' holdings of Hong Kong stocks significantly increased in the second quarter.

A report released by China International Capital Corporation shows that the holdings of Hong Kong stocks by mainland public funds significantly increased in the second quarter. As of the second quarter, the market value of Hong Kong stocks held by 3,594 mainland public funds had reached 375.7 billion yuan, an increase of 23% compared with the previous quarter. At present, the proportion of Hong Kong stock holdings accounts for 24.1%, which is an increase from the first quarter's 19%. In terms of industry allocation, holdings of new economy and high dividend stocks have increased, with the most significant increase in the media entertainment, banking, and communications services industries.

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

As of August 2nd,$HSI Futures Current Contract (HSIcurrent.HK)$the Hang Seng Index closed at 17,047, down 266 points or 1.536%, a 258-point low.

Hang Seng Index Bull & Bear Certificates

As of August 2nd, the latest bull-bear street commodity ratio of the Hang Seng Index is 56:44.

According to the distribution of Hang Seng Index bull-bear certificates on the street commodity map, the heavy commodity area of bear certificates is in the range of 17,500-17,599. The latest quantity of bear certificates in this range is 856, an increase of 211 from the previous trading day, with the most new ones added in the same range. The heavy commodity area of bull certificates is in the range of 16,800-16,899. The latest number of bull certificates in this range is 1,231, an increase of 184 from the previous trading day, with the most new ones added in the same range.

The heavy goods area of NiuZheng Street is in the range of 16800-16899, with a latest number of 1231 NiuZheng, an increase of 184 compared to the previous trading day; the maximum increase is in the same range.

Editor/new

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

港股前瞻 | 7月车企销量出炉！比亚迪7月销量增约30%，理想破5万创月交付量新高