FUTU Morning Post

Topic 951 news 89584 Subscribers

HK Stocks Preview | In July, the penetration rate of electric vehicles in China exceeded 50%; Semiconductor Manufacturing International Corporation's net profit in the first half of the year increased by 129.2% compared to the previous year.

Futu News · Aug 9 08:09

港股重要公告

1）公司要闻

$中国金茂 (00817.HK)$：前7个月累计合同销售502亿元。

$新城发展 (01030.HK)$：前7个月累计合同销售270.42亿元，同比减少44.14%。

$龙源电力 (00916.HK)$：前7月累计完成发电量4625.96万兆瓦时，同比增长0.41%。其中，风电下降4.90%，火电下降2.70%，其他可再生能源增长102.50%。

$和铂医药-B (02142.HK)$：接获Cullinan有关终止协议的终止通知，附属$HARBOUR (2062.MY)$将重新取得HBM7008的全球权利，并将继续探索其他开发及潜在商业化的机遇。

$复宏汉霖 (02696.HK)$：HLX53联合汉斯状®及汉贝泰®一线治疗局部晚期或转移性肝细胞癌的2期临床研究于中国境内完成首例患者给药。

$翰森制药 (03692.HK)$：与麓鹏制药订立许可协议。

$中国神华 (01088.HK)$：子公司取得新街三井、新街四井探矿权。

2）业绩速递

$美高梅中国 (02282.HK)$：上半年经营收入162.18亿港元，同比增加52.29%；净利润26.85亿港元，同比增加227.13%。

$中芯国际 (00981.HK)$：上半年收入19.01亿美元，环比增加8.6%，同比增加21.8%；净利润1.65亿美元，环比增加129.2%，同比减少59.1%。

$华虹半导体 (01347.HK)$：二季度销售收入4.79亿美元，同比减少24.2%；净利润667.3万美元，同比减少91.5%。

$太平洋航运 (02343.HK)$：上半年营收12.815亿美元，同比增长11.6%；净利润5763.4万美元，同比下降32.5%。

$信达生物 (01801.HK)$：二季度总产品收入超过人民币20亿元，同比取得约50%的增长。

3）回购动态

$友邦保险 (01299.HK)$：斥资约4.12亿港元回购股份795.7万股，回购价50.75-52.4港元。

$快手-W (01024.HK)$：斥资4999.48万港元回购113.88万股，回购价42.35-44.75港元。

$恒生银行 (00011.HK)$：斥资1808.4万港元回购20万股股份，回购价89.7-90.9港元。

热点聚焦

1、“不起眼的数据”横扫焦虑，纳指升近3%领涨三大指数

周四，美股高开高收，三大指数大幅收涨。截至收盘，道琼斯指数涨1.76%，标普500指数涨2.30%，创下2022年11月以来的最佳单日表现，纳斯达克综合指数涨2.87%。

截至8月3日的一周，美国季调后首次申请失业救济金的人数为23.3万人，较前一周减少了1.7万人，低于市场预期的24万人，缓解了上周五非农报告“爆雷”带来的焦虑。

大型科技股集体走高，苹果涨1.66%，微软涨1.07%，英伟达涨6.13%，谷歌C涨1.92%，亚马逊涨1.86%，Meta涨4.24%，特斯拉涨3.69%。

中概股方面，纳斯达克中国金龙指数涨2.80%，报5,607.58点，蔚来涨4.09%，拼多多涨3.66%，小鹏汽车涨3.51%，阿里巴巴涨3.19%，理想汽车涨2.60%，京东涨2.57%，哔哩哔哩跌2.54%。

2、7月中国新能源车渗透率突破50%

8月8日，乘联会发布数据显示，7月全国乘用车市场零售172万辆，同比下降2.8%，环比下降2.6%；1-7月累计零售1155.6万辆，同比增长2.3%。其中，7月新能源车市场零售87.8万辆，同比增长36.9%，环比增长2.8%；1-7月累计零售498.8万辆，同比增长33.7%。值得一提的是，7月国内新能源车零售渗透率达到51.1%，首次超过50%。

3、克而瑞：7月65家典型房企的融资总量为523.46亿元，单月融资规模创年内新高

克而瑞地产研究指出，2024年7月65家典型房企的融资总量为523.46亿元，环比增加63.8%，同比减少9%，单月的融资规模创下了2024年以来的新高，主要是因为万科获得了326.66亿元的银行贷款。

1-7月的累计融资总量为2678.47亿元，同比减少32%。在融资结构方面，7月房企境内债权融资500.26亿元，环比增加56.6%，同比增加12%；境外债权融资23.2亿元，同比减少67.9%，上个月则没有企业进行境外融资。

4、华尔街预计美联储今年将结束缩表，但急刹车可能性不高

美联储结束缩表在望，但实际收官日期取决于降息步伐和融资市场压力。决策者暗示将在年底前完成美债减持，华尔街许多人认为量化紧缩不太可能突然结束。但最近疲软的经济数据和流动性压力风险给前景蒙上了不确定性。“如果美联储打算刺激经济，那么可能停止缩表，”美国银行策略师Mark Cabana和Katie Craig称。“如果美联储目的是让货币政策正常化，那么缩表可以继续”。

恒指夜期收盘

截至8月9日， $恒指当月期货 (HSIcurrent.HK)$ 收报17147点，上涨259点或1.534%，高水255点。

恒指牛熊证

截至8月9日，恒指最新的牛熊街货比例为49:51。

恒指牛熊证街货分布图中的数据显示，熊证街货重货区在17200-17299区间，该区间最新熊证数量为881张，较上一交易日增加48张；最多新增在17100-17199区间，该区间最新熊证数量为829张，较上一交易日增加95张。

牛证街货重货区在16300-16399区间，该区间最新牛证数量为982张，较上一交易日减少24张；最多新增在16600-16699区间，该区间最新牛证数量为445张，较上一交易日增加340张。

编辑/Somer

Important Announcement for Hong Kong Stocks.

1) Company News

$CHINA JINMAO (00817.HK)$Cumulative contract sales for the first 7 months reached 50.2 billion yuan.

$SEAZEN (01030.HK)$Cumulative contract sales for the first 7 months reached 27.042 billion yuan, a decrease of 44.14% year-on-year.

$CHINA LONGYUAN (00916.HK)$Cumulative power generation for the first 7 months was 46.2596 million MWh, an increase of 0.41% year-on-year. Among them, wind power decreased by 4.90%, thermal power decreased by 2.70%, and other renewable energy increased by 102.50%.

$HBM HOLDINGS-B (02142.HK)$Received a termination notice from Cullinan regarding the termination of the agreement.$HARBOUR (2062.MY)$Harbour (2062.MY) will regain the global rights to HBM7008 and will continue to explore other development and potential commercial opportunities.

$HENLIUS (02696.HK)$The phase 2 clinical trial of HLX53 combined with Hanso Pharma and Hanbetel for the first-line treatment of locally advanced or metastatic hepatocellular carcinoma has completed the first patient dosing in China.

$HANSOH PHARMA (03692.HK)$Entered into a license agreement with Lupin Pharma.

$CHINA SHENHUA (01088.HK)$The subsidiary obtained the exploration rights of Xinjie Sanjing and Xinjie Sijing.

Business performance update:

$MGM CHINA (02282.HK)$The operating income in the first half of the year was HKD 16.218 billion, an increase of 52.29% year-on-year; the net income was HKD 2.685 billion, an increase of 227.13% year-on-year.

$SMIC (00981.HK)$The revenue in the first half of the year was USD 1.901 billion, an increase of 8.6% quarter-on-quarter and 21.8% year-on-year; the net income was USD 0.165 billion, an increase of 129.2% quarter-on-quarter and a decrease of 59.1% year-on-year.

$HUA HONG SEMI (01347.HK)$Sales revenue in the second quarter was USD 0.479 billion, a decrease of 24.2% year-on-year; net income was USD 6.673 million, a decrease of 91.5% year-on-year.

$PACIFIC BASIN (02343.HK)$Revenue in the first half of the year was USD 1.2815 billion, an increase of 11.6% year-on-year; net income was USD 57.634 million, a decrease of 32.5% year-on-year.

$INNOVENT BIO (01801.HK)$Total product revenue in the second quarter exceeded RMB 2 billion, achieving a growth of about 50% year-on-year.

3) Buyback Dynamics

$AIA (01299.HK)$Repurchased 7.957 million shares for approximately HKD 0.412 billion, with a repurchase price of HKD 50.75-52.4 per share.

$KUAISHOU-W (01024.HK)$Repurchased 1.1388 million shares for approximately HKD 49.9948 million, with a repurchase price of HKD 42.35-44.75 per share.

$HANG SENG BANK (00011.HK)$Repurchased 0.2 million shares for approximately HKD 18.084 million, with a repurchase price of HKD 89.7-90.9 per share.

Focus on hotspots:

The 'Inconspicuous Data' sweeps away anxiety, and the NASDAQ rose nearly 3%, leading the three major indices.

On Thursday, US stocks opened high and closed high, with the three major indices rising sharply. As of the close, the Dow Jones Industrial Average rose 1.76%, the S&P 500 index rose 2.30%, reaching the best single-day performance since November 2022, and the Nasdaq Composite Index rose 2.87%.

As of the week ending August 3, the number of people in the US applying for initial jobless claims for the first time with seasonal adjustments was 0.233 million, a decrease of 0.017 million from the previous week and lower than the market expected 0.24 million, easing the anxiety caused by the non-farm payroll report on last Friday. In terms of product structure, the revenue of 10-30 billion yuan products are 4.01/12.88/0.06 billion yuan respectively.

Large technology stocks rose collectively, with Apple up 1.66%, Microsoft up 1.07%, Nvidia up 6.13%, Google C up 1.92%, Amazon up 1.86%, Meta up 4.24%, and Tesla up 3.69%.

In terms of Chinese concept stocks, the Nasdaq Golden Dragon China Index rose by 2.80% to 5,607.58 points. Nio Inc. rose by 4.09%, PDD holdings rose by 3.66%, Xpeng rose by 3.51%, Alibaba rose by 3.19%, Li Auto Inc. rose by 2.60%, JD.com rose by 2.57%, and Bilibili fell by 2.54%.

2. In July, the penetration rate of new energy vehicles in China exceeded 50%.

On August 8th, the China Association of Automobile Manufacturers released data showing that the national passenger vehicle market sold 1.72 million units in July, a YoY decrease of 2.8% and an MoM decrease of 2.6%; cumulative retail sales from January to July were 11.556 million units, a YoY increase of 2.3%. Among them, the retail sales of new energy vehicles in July were 0.878 million units, a YoY increase of 36.9% and an MoM increase of 2.8%; cumulative retail sales from January to July were 4.988 million units, a YoY increase of 33.7%. It is worth mentioning that the domestic retail penetration rate of new energy vehicles reached 51.1% in July, exceeding 50% for the first time.

3. CRIC: The total financing of 65 typical real estate companies in July was 52.346 billion yuan, and the monthly financing scale hit a new high for the year.

CRIC Real Estate Research pointed out that the total financing of 65 typical real estate companies in July 2024 was 52.346 billion yuan, a MoM increase of 63.8% and a YoY decrease of 9%, and the monthly financing scale hit a new high since 2024. This is mainly because Vanke obtained a bank loan of 32.666 billion yuan.

From January to July, the cumulative financing amount was 267.847 billion yuan, a year-on-year decrease of 32%. In terms of financing structure, in July, domestic bond financing of real estate companies reached 50.026 billion yuan, an increase of 56.6% month-on-month and 12% year-on-year; offshore bond financing was 2.32 billion yuan, a decrease of 67.9% year-on-year, and there were no companies conducting offshore financing last month.

4. Wall Street expects the Federal Reserve to end balance sheet reduction this year, but the possibility of a sharp brake is not high.

The end of the Federal Reserve's balance sheet reduction is in sight, but the actual finale date depends on the pace of interest rate cuts and pressures in the financing market. Officials have indicated that they will complete the reduction of US Treasury holdings by the end of the year, and many people on Wall Street believe that quantitative tightening is unlikely to suddenly end. However, recent soft economic data and liquidity pressure risks have cast uncertainty on the outlook. "If the Federal Reserve intends to stimulate the economy, it may stop reducing the balance sheet," said Bank of America strategists Mark Cabana and Katie Craig. "If the goal of the Federal Reserve is to normalize monetary policy, the balance sheet reduction can continue."

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

As of August 9th, $HSI Futures Current Contract (HSIcurrent.HK)$ it closed at 17,147 points, up 259 points or 1.534%, and higher than the high point by 255 points.

Hang Seng Index Bull & Bear Certificates

As of August 9th, the latest bull-bear ratio of the Hang Seng index was 49:51.

The data in the Hang Seng Bull-Bear Warrant Street Goods Distribution Chart shows that the heavy bearish position of the warrant for bearish strategy is in the range of 17,200-17,299, and the latest number of bearish warrants in this range is 881, an increase of 48 from the previous trading day; the most added in the range of 17,100-17,199, and the latest number of bearish warrants in this range is 829, an increase of 95 from the previous trading day. The heavy bull position of the warrant for bullish strategy is in the range of 16,300-16,399, and the latest number of bullish warrants in this range is 982, a decrease of 24 from the previous trading day; the most added is in the range of 16,600-16,699, and the latest number of bullish warrants in this range is 445, an increase of 340 from the previous trading day.

Editor/Somer

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.