Hong Kong Stock Market: Hang Seng Index rose 217 points in half a day, driven by the good performance of Alibaba and Tencent. Domestic demand and the utilities industry outperformed.

AASTOCKS · Aug 7 12:30

內地上月進口增長加快，日圓拆倉潮暫歇下日股連續第二日反彈，港股早市上升，恒指高開37點後升幅擴大，半日升217點或1.3%，報16,864點；國指升78點或1.3%，報5,931點；恒生科技指數升39點或1.2%，報3,381點。大市半日成交總額470.59億元，滬、深港通南下交易半日淨流入36.66億及15.02億元人民幣。

新東方(09901.HK)加大回購規模至7億美元並建議派特別息，股價半日升5.1%。同系東方甄選(01797.HK)升4.8%。其他科網股方面，阿里(09988.HK)升2.3%報77元，騰訊(00700.HK)升2.1%報361.8元，百度(09888.HK)及京東(09618.HK)升1.7%及2.4%，美團(03690.HK)、小米(01810.HK)、網易(09999.HK)及快手(01024.HK)升不足1%。騰訊音樂(01698.HK)及萬國數據(09698.HK)升6.5%及9.4%。

手機相關股上升，高偉(01415.HK)及瑞聲(02018.HK)升3.5%及4.1%，比亞迪電子(00285.HK)升2.2%。晶片股華虹半導體(01347.HK)升2.4%。車股蔚來(09866.HK)及小鵬(09868.HK)跌2.1%及3.1%，長汽(02333.HK)升2.7%。比亞迪(01211.HK)跌0.9%報209元。

消費及內需股普遍造好，統一企業中國(00220.HK)、蒙牛(02319.HK)及滔搏(06110.HK)升2.7%至3.6%，百勝中國(09987.HK)續漲4.5%。旅遊相關股新秀麗(01910.HK)、攜程(09961.HK)及同程旅行(00780.HK)升3.9%至4.9%。

金融股方面，滙控(00005.HK)升0.2%報62.9元，港交所(00388.HK)及友邦(01299.HK)升0.8%及1%。

公用股普遍上升，電能(00006.HK)及長江基建(01038.HK)升2.9%及3.3%，粵海投資(00270.HK)、中電(00002.HK)及香港電訊(06823.HK)升1.9%至2.3%。內地電力股潤電(00836.HK)及大唐發電(00991.HK)升逾3%，龍源電力(00916.HK)、金風科技(02208.HK)及中廣核電力(01816.HK)升4.9%至5.4%。油股中石化(00386.HK)、中石油(00857.HK)及中海油(00883.HK)升2.5%至3.3%。

地產股九倉置業(01997.HK)中期基礎淨盈利增2%派息按年輕微減少，股價反彈4%。創科(00669.HK)中期純利升16%派息1.08元，股價升5.6%。永利澳門(01128.HK)母企次季澳門業務經調整物業EBITDAR按年升14%，永利澳門股價跌1.3%。長江生命科技(00775.HK)預告上半年溢利大減，股價跌1.5%。福耀玻璃(03606.HK)中期多賺23%勝多間券商預期，股價升7.5%。

Mainland imports accelerated last month, and the Japanese yen unwinding trend temporarily subsided. Japanese stocks rebounded for the second consecutive day, and Hong Kong stocks rose in early trading. The Hang Seng Index opened 37 points higher and expanded its gains to 217 points or 1.3% at midday, closing at 16,864 points. The national index rose 78 points or 1.3% to 5,931 points, and the Hang Seng Tech Index rose 39 points or 1.2% to 3,381 points. The total turnover of the market in the morning session was HKD 47.059 billion, and the net inflow of Shanghai, Shenzhen, and Hong Kong Connect Southbound trades was RMB 3.666 billion and 1.502 billion yuan, respectively.

New Oriental (09901.HK) has increased its buyback program to USD 0.7 billion and proposed a special dividend, with its stock price rising 5.1% in the morning session. Orient Zhangxuan (01797.HK), its sister company, rose 4.8%. Among other network technology stocks, Alibaba (09988.HK) rose 2.3% to HKD 77, Tencent (00700.HK) rose 2.1% to HKD 361.8, Baidu (09888.HK) and JD.com (09618.HK) rose 1.7% and 2.4%, and Meituan (03690.HK), Xiaomi (01810.HK), Netease (09999.HK), and Kuaishou (01024.HK) rose less than 1%. Tencent Music (01698.HK) and GDS Holdings (09698.HK) rose 6.5% and 9.4%, respectively.

Mobile-related stocks rose, with Highpower International (01415.HK) and AAC Technologies (02018.HK) up 3.5% and 4.1%, respectively, and BYD Electronic (00285.HK) up 2.2%. Chip stock Hua Hong Semiconductor (01347.HK) rose 2.4%. NIO Inc (09866.HK) and Xpeng (09868.HK) fell 2.1% and 3.1%, respectively, and China National Automotive (02333.HK) rose 2.7%. BYD (01211.HK) fell 0.9% to HKD 209.

Consumer and domestic demand stocks generally performed well, with U-Presid China (00220.HK), Mengniu (02319.HK), and Topsports (06110.HK) all rising between 2.7% and 3.6%, and Yum China (09987.HK) continuing to rise by 4.5%. Travel-related stocks Samsonite (01910.HK), Ctrip (09961.HK), and Tongcheng Travel (00780.HK) rose between 3.9% and 4.9%.

In terms of financial stocks, HSBC (00005.HK) rose 0.2% to HKD 62.9, HKEX (00388.HK) and AIA (01299.HK) rose 0.8% and 1%, respectively.

Public utility stocks generally rose, with China Power International (00006.HK) and Cheung Kong Infrastructure (01038.HK) up 2.9% and 3.3%, respectively, and Guangdong Inv (00270.HK), China Electric (00002.HK), and HK Telecom (06823.HK) up between 1.9% and 2.3%. Mainland power stocks Rundian (00836.HK) and Datang Power (00991.HK) rose more than 3%, while Longyuan Power (00916.HK), Goldwind Science & Technology (02208.HK), and CGN Power (01816.HK) rose between 4.9% and 5.4%. Oil stocks Sinopec (00386.HK), PetroChina (00857.HK), and CNOOC (00883.HK) rose between 2.5% and 3.3%.

Real estate stocks Goldin Properties (01997.HK) increased its net profit by 2% in the first half and slightly reduced its dividend payout. Its stock rebounded by 4%. Chia Tai Enterprises (00669.HK) reported a 16% increase in net profit in the first half and a dividend of HKD 1.08, with its stock up 5.6%. CKLife Sciences (00775.HK) forecasted a significant drop in profits in the first half of the year, and its stock fell by 1.5%. Fuyao Glass (03606.HK) earned 23% more in the first half of the year than most brokerage firms had expected, with its stock up 7.5%.

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《港股》恒指半日升217點 阿里騰訊造好 內需及公用股跑贏

Hong Kong Stock Market: Hang Seng Index rose 217 points in half a day, driven by the good performance of Alibaba and Tencent. Domestic demand and the utilities industry outperformed.

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《港股》恒指半日升217點阿里騰訊造好內需及公用股跑贏