Important announcements for Hong Kong stocks
1) Company news
$TECHTRONIC IND (00669.HK)$: Revenue in the first half of the year was 7.312 billion US dollars, up 6.3% year on year; net profit was 0.55 billion US dollars, up 15.7% year on year.
$FUYAO GLASS (03606.HK)$: Revenue for the first half of the year was 18.34 billion yuan, up 22.01% year on year; net profit was 3.499 billion yuan, up 23.35% year on year.
$YUEXIUTRANSPORT (01052.HK)$: Revenue for the first half of the year was 1.827 billion yuan, a year-on-year decrease of 5.61%; net profit was 0.314 billion yuan, a decrease of 26.5% year-on-year.
$ZAI LAB.HK$ : Net product revenue of $0.1001 billion in the second quarter increased 45% year over year.
$CN LOGISTICS (02130.HK)$: Earnings before interest and tax depreciation are expected to increase by no less than 40% in the first half of the year.
$LC LOGISTICS (02490.HK)$: Net profit for the first half of the year is expected to decrease by 86% to 90% year over year.
$CHINESE EST H (00127.HK)$: A profit warning was issued. Net loss for the medium term is expected to be 0.36 billion to HK$0.48 billion, a year-on-year profit and loss.
$KONG SUN HOLD (00295.HK)$: The total power generation in the first 7 months was about 0.1934 million megawatt-hours, a year-on-year decrease of 1.34%.
2) Summary of housing enterprise operation data:
$CHINA OVERSEAS (00688.HK)$: The cumulative contract sales for the first 7 months were about 161.57 billion yuan, a year-on-year decrease of 15.9%.
$GREENTOWN CHINA (03900.HK)$: The cumulative contract sales for the first 7 months were about 147.5 billion yuan, a year-on-year decrease of 3.2%.
$SUNAC (01918.HK)$: The cumulative contract sales for the first 7 months were about 27.69 billion yuan, a year-on-year decrease of 51.64%.
$CH OVS G OCEANS (00081.HK)$: In the first 7 months, cumulative contract sales amounted to 21.247 billion yuan, down 24.8% year-on-year.
$POLY PROPERTY (00119.HK)$: The cumulative contract sales for the first 7 months were 5.6 billion yuan, an increase of 124% over the previous year.
$GREENLAND HK (00337.HK)$: The cumulative contract sales for the first 7 months were about 4.843 billion yuan, a year-on-year decrease of 50.4%.
$TIMES CHINA (01233.HK)$: The cumulative contract sales for the first 7 months were 5.146 billion yuan, a year-on-year decrease of 49.85%.
$SHINSUN HOLD GP (02599.HK)$: The cumulative contract sales for the first 7 months were about 2.447 billion yuan, a year-on-year decrease of 74.73%.
3) Repurchase news
$NEW ORIENTAL-S.HK$ The board approved the expansion of the share repurchase program from $0.4 billion to $0.7 billion.
$AIA (01299.HK)$: Approximately HK$0.417 billion was spent to repurchase 8.029 million shares at a repurchase price of HK$51.3-52.9.
$HSBC HOLDINGS (00005.HK)$: Spend HK$0.298 billion to repurchase 4.75 million shares at a repurchase price of HK$61.15-63.8.
$HANG SENG BANK (00011.HK)$: Spend HK$17.9517 million to repurchase 0.2 million shares at a repurchase price of HK$88.55 to HK$91.
Focus on hot topics
1. The three major US stock indices ended their continuous decline, and the Golden Dragon Index surged 3% to outperform the market
On Tuesday, the US stock market clearly rebounded, and the three major indices collectively ended three consecutive declines. By the close, the Dow Jones index rose 0.76% to 38,997.66 points; the S&P 500 index rose 1.04% to 5,240.03 points; and the Nasdaq Composite Index rose 1.03% to 16,366.85 points.
Major technology stocks had mixed ups and downs. Apple fell 0.97%, Microsoft rose 1.13%, Nvidia rose 3.78%, Google C fell 0.06%, Amazon rose 0.57%, Meta rose 3.86%, and Tesla rose 0.88%.
China Securities strengthened overall. The Nasdaq China Golden Dragon Index rose 3.03% to 5,535.85 points; New Oriental rose 13.38%, Good Future rose 8.47%, Tencent Music rose 5.87%, Pinduoduo rose 5.10%, JD rose 2.00%, Alibaba rose 1.20%, Baidu rose 0.75%, Ideal Auto rose 0.42%, Xiaopeng Motor 1.37%, and Weilai fell 3.08%.
2. State Council's State-owned Assets Administration Commission: In key areas of scientific and technological innovation such as satellite navigation, chips, high-end CNC machine tools, and industrial robots, central enterprises take the lead in using innovative products
The State Council's State-owned Assets Administration Commission issued the “Guiding Opinions on Regulating the Procurement Management of Central Enterprises”, which encourage enterprises to reserve procurement shares and try out innovative products and services from original technology source enterprises, innovation consortia, sailing enterprises, etc., the first (set) of equipment, first-batch materials, first-edition software, and the results of the “Recommended Catalogue for Scientific and Technological Innovation Achievements of Central Enterprises”, taking into account the economic efficiency of enterprises, to reserve procurement shares and try them out first.
When the first (set) equipment, the first batch of materials, and the first version of the software participate in procurement activities, it is only necessary to submit relevant supporting documents, that is, they are deemed to meet the requirements of market share, usage performance, etc., and central enterprises must not set discriminatory evaluation standards. In key fields of scientific and technological innovation such as satellite navigation, chips, high-end CNC machine tools, industrial robots, and advanced medical equipment, it gives full play to the main role of central enterprises in procurement and use, and takes the lead in using innovative products.
3. If you buy a house, you can enjoy the “quasi-account” treatment! Major official announcement for Guangzhou District 1
The Housing and Urban-Rural Development Bureau of Huadu District of Guangzhou issued the “Notice on Certain Measures to Further Promote the Stable and Healthy Development of the Real Estate Market”. The notice attracted widespread attention. It mentioned that when buying a house, you can enjoy “quasi-account” treatment.
Chen Xueqiang, head of research at the South China Branch of the China Index Research Institute, believes that the Huadu District of Guangzhou announced a policy to enjoy “quasi-account” treatment when buying a home, taking the lead in launching the first round of “home purchase and settlement” in first-tier cities, and also reflects the concept of policies based on the region.
4. Former ECB President talks about the sharp rise in yen: no need to panic; this is a belated health adjustment
On Tuesday local time, former ECB President Jean-Claude Trichet said that the recent rapid strengthening of the yen can be seen as a belated, healthy adjustment, so there is no need to panic about its widespread market impact now. In an interview, Trichet said that a combination of factors such as Japan's “hawkish” monetary policy, geopolitical tension in the Middle East, and disappointing US employment data led to turmoil in the global market last Friday and this Monday.
Hang Seng Index closes at night
As of August 7th, $HSI Futures Current Contract (HSIcurrent.HK)$ It closed at 16,694 points, up 82 points, or 0.494%, and a high score of 47 points.
Hang Seng Index Bull and Bear Certificate
As of August 7, the Hang Seng Index's latest Bull and Bear Street goods ratio was 60:40.
According to the data in the Hang Seng Index Bull and Xiong Street Goods Distribution Map, the most recent additions to the Xiongzheng Street goods area were in the 17000-17099 range. The latest number of bear securities in this range was 690, an increase of 260 over the previous trading day.
The Niuzheng Street Goods Heavy Goods Zone is in the 16300-16399 range. The latest number of bullish certificates in this range was 1,371, an increase of 215 over the previous trading day; the most recent increase was in the 16400-16499 range. The latest number of bullish certificates in this range was 1,129, an increase of 616 over the previous trading day.
Editor/Somer