FUTU Morning Post

Hong Kong stock preview | The results of the quarterly inspection of the Hang Seng Index companies will be released on Friday, with companies such as Tencent announcing their performance; Xiaomi's mobile phone shipment volume enters the top three in Japan

Futu News · Aug 12 07:57

港股要闻

1）公司事项

$中国人寿 (02628.HK)$：前7月累计原保险保费收入约为人民币5235亿元，同比增长4.4%。

$舜宇光学科技 (02382.HK)$：7月手机镜头出货量为约1.15亿件，环比增加6.1%，同比增加20.7%；车载镜头出货量为881.1万件，环比增加15.3%，同比增加9%；手机摄像模组出货量为4389.5万件，环比增加5.5%，同比减少19.5%。

$广汽集团 (02238.HK)$：前7月累计销量为100.42万辆，同比下降25.83%；7月汽车销量为14.12万辆，同比下降25.37%。

$龙湖集团 (00960.HK)$：前7月累计实现总合同销售金额人民币586.3亿。

$世茂集团 (00813.HK)$：前7月累计合同销售约198亿元。

$越秀地产 (00123.HK)$：前7月累计合同销售约604.29亿元，同比下降约34.4%。

$新天绿色能源 (00956.HK)$：前7月累计输气量37.7亿立方米，同比增加41.37%；累计完成发电量830.04万兆瓦时，同比减少6.00%。

$中国恒大 (03333.HK)$：清盘人目前尚未觅得可促成公司满足复牌指引并恢复股份买卖的重组方案。

$小米集团-W (01810.HK)$ ：小米手机日本市场的官方账号宣布，2024年第二季度，小米手机在日本市场的出货量显著提升，成功跻身市场前三名。小米官方表示，尽管已经取得了初步的成功，但仍需进一步提高市场份额，并计划继续向日本市场推出更具吸引力的产品。

$百果园集团 (02411.HK)$ ：就申请建议实行H股全流通获联交所批准。

2）业绩速递

$金斯瑞生物科技 (01548.HK)$：上半年传奇生物总收入2.805亿美元，同比增加155.8%；净亏损7798.9万美元，同比减少74.94%。

$美的置业 (03990.HK)$：发布盈警，预期上半年净利下降至5.65亿元至6.65亿元。

3）回购动态

$友邦保险 (01299.HK)$：斥资3.53亿港元回购670.72万股，回购价52.4-53.2港元。

$汇丰控股 (00005.HK)$：斥资约2.55亿港元回购股份406.08万股，回购价62.35-63.1港元。

热点聚焦

1、上周五三大指数小幅收升，减肥药概念走强

美股三大指数集体收涨，结束了年初至今最动荡的一周。截至收盘，道琼斯指数涨0.13%，标普500指数涨0.47%，纳斯达克综合指数涨0.51%。道指上周累跌0.6%，标普累跌0.04%，纳指则累跌0.18%。

大型科技股多数走高，苹果涨1.37%；微软涨0.83%，总市值重回3万亿美元上方；英伟达跌0.12%，谷歌C涨0.95%，亚马逊涨0.69%，Meta涨1.60%，特斯拉涨0.58%。

“减肥药双雄”延续涨势，礼来涨5.49%，周累涨10.84%；诺和诺德涨4.14%，周累涨4.69%。

热门中概股普跌，哔哩哔哩跌5.00%，小鹏汽车跌2.97%，新东方跌2.21%，蔚来跌1.05%，阿里巴巴跌0.40%，京东跌0.38%，拼多多涨0.01%，理想汽车涨0.81%。

2、中共中央、国务院印发意见，首次系统部署加快经济社会发展全面绿色转型

中共中央、国务院印发的《关于加快经济社会发展全面绿色转型的意见》8月11日发布，这是中央层面首次对加快经济社会发展全面绿色转型进行系统部署。意见提出系列目标：到2030年，节能环保产业规模达到15万亿元左右；非化石能源消费比重提高到25%左右；营运交通工具单位换算周转量碳排放强度比2020年下降9.5%左右；大宗固体废弃物年利用量达到45亿吨左右等。

3、央行：将始终保持货币政策稳健性，研究适度收窄利率走廊宽度

中国人民银行公众号发文称，下一步，人民银行将始终保持货币政策稳健性，研究适度收窄利率走廊宽度，给市场传递更加清晰的利率调控目标信号。央行还称，存贷款利率形成机制是货币政策传导的重要环节。目前，存贷款利率已基本实现市场化定价。同日，央行还发文表示，下阶段，要继续发挥好支持政策对住房租赁产业的推动作用，完善住房租赁金融支持体系，同时，充分调动市场化机构的积极性，通过更多社会资金的投入，建立可持续发展的商业模式，支持存量商品房去库存，助力推动房地产行业转型发展。

4、本周港股市场迎来腾讯、阿里等财报，恒指公司季检结果即将出炉

本周，港股市场将迎来多项重磅数据。其中，腾讯控股、京东集团、阿里巴巴等轮番登场。另外，据恒生指数公司消息，恒生指数公司于2024年8月16日(星期五)宣布2024年第二季度之恒生指数系列检讨结果。恒生指数系列的成份股变动将于2024年9月9日(星期一)生效。

恒指夜期收盘

截至8月10日， $恒指当月期货 (HSIcurrent.HK)$ 收报17062点，下跌17点或0.10%，低水28点。

恒指牛熊证

截至8月10日，恒指最新的牛熊街货比例为50:50。

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1033张，较上一交易日增加153张；最多新增在17500-17599区间，该区间最新熊证数量为876张，较上一交易日增加327张。

牛证街货重货区在16300-16399区间，该区间最新牛证数量为792张，较上一交易日减少189张；最多新增在16700-16799区间，该区间最新牛证数量为761张，较上一交易日增加761张。

编辑/Somer

Hong Kong Stock Market News:

1) Company Matters.

$CHINA LIFE (02628.HK)$The accumulated original insurance premium income for the first seven months is approximately RMB 523.5 billion, a YoY growth of 4.4%.

$SUNNY OPTICAL (02382.HK)$- In July, the shipment volume of mobile phone lenses was about 0.115 billion pieces, a MoM increase of 6.1% and a YoY increase of 20.7%; the shipment volume of in-car lenses was 8.811 million pieces, a MoM increase of 15.3% and a YoY increase of 9%; the shipment volume of mobile phone camera modules was 43.895 million pieces, a MoM increase of 5.5% and a YoY decrease of 19.5%.

$GAC GROUP (02238.HK)$- The cumulative sales volume for the first seven months was 1.0042 million vehicles, a YoY decrease of 25.83%; the automobile sales volume in July was 0.1412 million vehicles, a YoY decrease of 25.37%.

$LONGFOR GROUP (00960.HK)$- The total sales amount of contracts realized in the first seven months was RMB 58.63 billion.

$SHIMAO GROUP (00813.HK)$- The cumulative contract sales for the first seven months was approximately RMB 19.8 billion.

$YUEXIU PROPERTY (00123.HK)$- The cumulative contract sales for the first seven months was approximately RMB 60.429 billion, a YoY decrease of approximately 34.4%.

$CHINA SUNTIEN (00956.HK)$- The cumulative gas transmission volume for the first seven months was 3.77 billion cubic meters, a YoY increase of 41.37%; the cumulative power generation completed was 8.3004 million MWh, a YoY decrease of 6.00%.

$EVERGRANDE (03333.HK)$- The liquidator has not yet found a restructuring plan that can help the company meet the resumption guidance and resume stock trading.

$XIAOMI-W (01810.HK)$ - The official account of Xiaomi's mobile phone in the Japanese market announced that in the second quarter of 2024, the shipment volume of Xiaomi's mobile phones in the Japanese market increased significantly and successfully entered the top three in the market. Xiaomi officials stated that although they have achieved preliminary success, they still need to further increase their market share and plan to continue to launch more attractive products in the Japanese market.

$PAGODA GP (02411.HK)$ has obtained the approval of the Hong Kong Stock Exchange for the proposed implementation of full circulation of H shares.

Business performance update:

$GENSCRIPT BIO (01548.HK)$- Legend Biotech's total revenue in the first half of the year was USD 0.2805 billion, a YoY increase of 155.8%; the net loss was USD 77.989 million, a YoY decrease of 74.94%.

$MIDEA REAL EST (03990.HK)$- It issued a profit warning, expecting the net profit for the first half of the year to decrease to RMB 0.565 billion to RMB 0.665 billion.

3) Buyback Dynamics

$AIA (01299.HK)$- It spent HKD 0.353 billion to repurchase 6.7072 million shares at a repurchase price of HKD 52.4-53.2 per share.

$HSBC HOLDINGS (00005.HK)$- It spent approximately HKD 0.255 billion to repurchase 4.0608 million shares at a repurchase price of HKD 62.35-63.1 per share.

Focus on hotspots:

1. Last week, the three major indexes rose slightly, and the weight loss drug concept strengthened.

The three major U.S. indices collectively rose and ended the most volatile week since the beginning of the year. As of the close, the Dow Jones Index rose by 0.13%, the S&P 500 Index rose by 0.47%, and the Nasdaq Composite Index rose by 0.51%. Last week, the Dow fell by 0.6%, the S&P fell by 0.04%, and the Nasdaq fell by 0.18%.

Most of the large technology stocks rose, with Apple up 1.37%; Microsoft up 0.83%, with a total market value above 3 trillion U.S. dollars again; Nvidia down 0.12%; Google Class C up 0.95%; Amazon up 0.69%; Meta up 1.60%; Tesla up 0.58%.

"The two leaders in weight loss drugs" continued to rise, with Eli Lilly up 5.49% and a weekly increase of 10.84%; Novo Nordisk up 4.14% and a weekly increase of 4.69%.

China concept stocks generally fell, with Bilibili down 5.00%, Xpeng down 2.97%, New Oriental down 2.21%, Nio Inc down 1.05%, Alibaba down 0.40%, JD.com down 0.38%, PDD Holdings up 0.01%, and LI Auto Inc up 0.81% on commodity.

2. The Central Committee of the Communist Party of China and the State Council issued opinions for the first time to systematically deploy the comprehensive green transformation of accelerated economic and social development.

The Opinion on Accelerating Comprehensive Green Transformation of Economic and Social Development, issued by the Central Committee of the Communist Party of China and the State Council on August 11, sets out a series of goals: by 2030, the scale of the energy-saving and environmentally friendly industry will reach about 15 trillion yuan; the proportion of non-fossil energy consumption will increase to about 25%; the carbon emission intensity per unit turnover of operational transportation vehicles will decrease by about 9.5% compared with 2020; and the annual utilization of bulk solid waste will be about 4.5 billion tons.

3. The People's Bank of China: It will always maintain the soundness of monetary policy and study the appropriate narrowing of the corridor width of interest rates.

According to the official WeChat account of the People's Bank of China, the next step is to always maintain the soundness of monetary policy, study the appropriate narrowing of the corridor width of interest rates, and send clearer signals of interest rate regulation goals to the market. The central bank also said that the mechanism of deposit and loan interest rate formation is an important link in the transmission of monetary policy. At present, deposit and loan interest rates have basically realized market-oriented pricing. On the same day, the central bank also issued a statement saying that in the next phase, we should continue to give full play to the role of supportive policies in promoting the development of the rental housing industry, improve the financial support system for rental housing, and fully mobilize the enthusiasm of market-oriented institutions through more social capital investment to establish sustainable development business models, support the inventory of existing commodity housing and help promote the transformation and development of the real estate industry.

4. Tencent, Alibaba and other financial reports will be released on the Hong Kong stock market this week, and the results of Hang Seng Index's quarterly review are about to be released.

This week, the Hong Kong stock market will usher in a number of heavyweight data. Among them, Tencent, JD.com, Alibaba and other companies will take turns. In addition, according to the Hang Seng Index Company, the Hang Seng Index Company announced the review results of the Hang Seng Index series for the second quarter of 2024 on Friday, August 16, 2024. The changes in the constituents of the Hang Seng Index series will take effect on Monday, September 9, 2024.

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

As of August 10th, $HSI Futures Current Contract (HSIcurrent.HK)$ Closing at 17,062 points on August 10, down 17 points or 0.10%, and low water 28 points.

Hang Seng Index Bull & Bear Certificates

As of August 10, the latest bull-bear street cargo ratio of the Hang Seng Index is 50:50.

According to the Hang Seng Index's bull-bear certificate street cargo distribution chart, the heavy bear certificate street cargo is in the 17,400-17,499 range, with the latest number of bear certificates in this range being 1,033, an increase of 153 from the previous trading day; the most new certificates are in the 17,500-17,599 range, with the latest number of bear certificates in this range being 876, an increase of 327 from the previous trading day.

The heavy bull certificate street cargo is in the 16,300-16,399 range, with the latest number of bull certificates in this range being 792, a decrease of 189 from the previous trading day; the most new certificates are in the 16,700-16,799 range, with the latest number of bull certificates in this range being 761, an increase of 761 from the previous trading day.

Editor/Somer

The translation is provided by third-party software.

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