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Hong Kong stock preview | Tencent's Q2 net income after adjustment was CNY 57.313 billion, with a year-on-year growth of 53%; China Shenhua Energy's coal sales volume in the first seven months was 0.27 billion tons, with a year-on-year growth of 5.4%.

Futu News · Aug 15 10:11

港股要闻

1）公司要闻

$中国神华 (01088.HK)$：前7月煤炭销售量2.7亿吨，同比增长5.4%；总售电量1167.1亿千瓦时，同比增长3%。

$中国人民保险集团 (01339.HK)$：三大子公司前7个月原保险保费收入合计4680.45亿元，同比增长3.9%。

$招商局商业房托 (01503.HK)$：上半年收入2.66亿元，同比增长11.9%；可分派收入6201.8万元，同比增长26.3%。期内，整体物业组合的出租率由86.8%上升至92.7%，同比上涨了5.9个百分点。

$大唐新能源 (01798.HK)$：前7月累计完成发电量约1911.04万兆瓦时，同比减少0.96%。其中风电同比减少5.56%，光伏发电量同比增加57.24%。

2）业绩速递

$腾讯控股 (00700.HK)$：二季度收入1611.17亿元，同比增长8%；经调整净利润573.13亿元，同比增长53%。

$浙商银行 (02016.HK)$：上半年收入352.79亿元，同比增加6.18%；净利润79.99亿元，同比增加3.31%。

$新秀丽 (01910.HK)$：上半年销售净额为17.685亿美元，同比减少0.4%，净利润约1.64亿美元，同比增长7.7%。

$长江基建集团 (01038.HK)$：上半年营收190.9亿港元，同比减少2.27%；净利润43.11亿港元，同比增加1.7%。

$乐华娱乐 (02306.HK)$：上半年净利润2000万元至4000万元，同比扭亏为盈。

$永泰地产 (00369.HK)$：发布盈警，预计上半年亏损同比大幅扩大至约13亿-14亿港元

$远大医药 (00512.HK)$：发布盈喜，预计上半年综合净利润取得不低于50%的增长。

3）回购动态

$友邦保险 (01299.HK)$：斥资3.56亿港元回购687万股，回购价51.65-52.7港元。

$恒生银行 (00011.HK)$：斥资约2055.94万港元回购股份22.8万股，回购价89.85-90.7港元。

$汇丰控股 (00005.HK)$：斥资6813.58万港元回购105.77万股，回购价64.2-64.6港元。

热点聚焦

标普、纳指连续第五日上涨

周三，美股三大指数继续上涨，标普500指数涨0.38%，纳斯达克指数涨0.03%，道琼斯工业指数涨0.61%。大型科技股表现平平，苹果涨0.2%、微软涨0.69%、谷歌-A跌2.31%、特斯拉跌3.1%、英伟达涨1.67%、英特尔跌2.69%。

港股公司密集披露中期分红计划，央企和港资房企派息力度最大

数据显示，截至8月14日，共有52家港股公司披露中期分红计划。从派息金额来看，央企和港资房企最为“慷慨”，中期分红总额位居前列。从行业角度看，资源品、机械、家电、水电燃气等领域的公司尤为活跃。整体上看，上半年业绩转暖为这批企业的中期分红筑牢基础。

三家茶饮品牌IPO申请文件均已失效

截至8月14日，沪上阿姨、古茗、蜜雪冰城三家茶饮品牌IPO申请文件均已失效。分析称，国内茶饮品牌当前面临两大困境：一是茶饮赛道的同质化竞争进入白热化阶段；二是在估值承压的背景下，上市融资的性价比降低，是否上市成为两难抉择。

楼市新政以来，重点城市房地产市场出现好转迹象

多家机构监测数据显示，楼市新政以来，重点城市房地产市场出现好转迹象。中指研究院数据显示，“517新政”以来，重点城市二手房市场延续“以价换量”态势，成交量维持一定规模，7月北京、成都二手房成交量创近一年以来月度新高。专家判断，楼市新政落地已近3个月，8月二手房市场能否延续高成交仍待观察，短期新房市场筑底行情预计将持续。

字节跳动旗下XR头显厂商PICO下周举办新品沟通会

据媒体报道，字节跳动旗下XR头显厂商PICO官方宣布，将于8月20日14:00举行PICO 2024新品沟通会，并公布了预热海报及口号为“出彩、入境”。据悉，这次PICO即将推出的新品可能会是PICO 4 Ultra MR一体机，这款产品在硬件核心上，采用骁龙XR2 Gen2芯片，支持MR功能。另外，PICO 4 Ultra还引入了无环手柄设计，支持腕带式体感追踪器。

6G重大成果将发布，6G通信能力或是5G的10倍以上

媒体报道，近日，第八届未来网络发展大会新闻发布会在南京召开。大会将于8月21日—23日在南京举办，大会以“网络全球决胜未来”为主题，会上将发布网络、通信领域重大科研成果，期间还将举办若干分场活动。中国工程院院士、紫金山实验室首席科学家刘韵洁表示，一年来，紫金山实验室潜心攻关，突破了确定性光电融合路由等一批关键核心技术。在今年的大会上将发布包括广域确定性光电融合网络技术、新型时敏网络控制系统、6G无线网络毫秒级实时智能技术等三项重大成果。

巴菲特最新持仓：苹果占比降至30%，建仓美妆股

13F文件显示，巴菲特旗下伯克希尔哈撒韦二季度增持西方石油、安达保险。减持3.89亿股苹果，持仓占比降至30.52%、还减持了雪佛龙、T-Mobile。清仓Snowflake和派拉蒙环球。建仓美妆公司Ulta Beauty和海科航空。截至二季度末，伯克希尔哈撒韦持仓总市值从3320亿美元降至2800亿美元。

恒指夜期收盘

截至8月15日， $恒指当月期货 (HSIcurrent.HK)$ 收报17009点，下跌120点或0.701%，低水104点，未平仓合约总数为113759张。

恒指牛熊证

截至8月15日，恒指最新的牛熊街货比例为54.5:45.5。

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877张，较上一交易减少128张；最多新增在17200-17299区间，该区间最新熊证数量为585张，较上一交易日增加360张。

牛证街货重货区在16700-16799区间，该区间最新牛证数量为1019张，较上一交易减少29张；最多新增在16900-16999区间，该区间最新牛证数量为398张，较上一交易日增加242张。

编辑/emily

Hong Kong Stock Market News:

1) Company News

$CHINA SHENHUA (01088.HK)$In the first seven months, coal sales reached 270 million tons, a year-on-year increase of 5.4%; total electricity sales were 116.71 billion kWh, a year-on-year increase of 3%.

$PICC GROUP (01339.HK)$In the first seven months, the total original insurance premium income of three major subsidiaries was 468.045 billion yuan, a year-on-year increase of 3.9%.

$CMC REIT (01503.HK)$In the first half of the year, the income was 0.266 billion yuan, a year-on-year increase of 11.9%; the distributable income was 62.018 million yuan, a year-on-year increase of 26.3%. During the period, the rental rate of the overall property portfolio increased from 86.8% to 92.7%, a year-on-year increase of 5.9 percentage points.

$DATANG RENEW (01798.HK)$In the first seven months, the cumulative power generation completed was about 19.1104 million megawatt hours, a year-on-year decrease of 0.96%. Among them, wind power decreased by 5.56% YoY, and photovoltaic power generation increased by 57.24% YoY.

Business performance update:

$TENCENT (00700.HK)$In the second quarter, revenue was 161.117 billion yuan, a year-on-year increase of 8%; net profit adjusted was 57.313 billion yuan, a year-on-year increase of 53%.

$CZBANK (02016.HK)$In the first half of the year, income was 35.279 billion yuan, a year-on-year increase of 6.18%; net profit was 7.999 billion yuan, a year-on-year increase of 3.31%.

$SAMSONITE (01910.HK)$In the first half of the year, the sales net amount was 1.7685 billion US dollars, a year-on-year decrease of 0.4%, and the net profit was about 0.164 billion US dollars, a year-on-year increase of 7.7%.

$CKI HOLDINGS (01038.HK)$In the first half of the year, revenue was 19.09 billion Hong Kong dollars, a year-on-year decrease of 2.27%; net profit was 4.311 billion Hong Kong dollars, a year-on-year increase of 1.7%.

$YH ENT (02306.HK)$In the first half of the year, net profit was 20 million yuan to 40 million yuan, turning a loss into a profit YoY.

$WING TAI PPT (00369.HK)$Issued a profit warning, expecting the first-half-year losses to increase significantly YoY to approximately 1.3 billion-1.4 billion Hong Kong dollars.

$GRAND PHARMA (00512.HK)$Issued a profit alert, expecting a growth of no less than 50% in the first-half year comprehensive net profit YoY.

3) Buyback Dynamics

$AIA (01299.HK)$Spent 0.356 billion Hong Kong dollars to repurchase 6.87 million shares at a repurchase price of 51.65-52.7 Hong Kong dollars.

$HANG SENG BANK (00011.HK)$Spent about 20.5594 million Hong Kong dollars to repurchase 0.228 million shares at a repurchase price of 89.85-90.7 Hong Kong dollars.

$HSBC HOLDINGS (00005.HK)$Spent 68.1358 million Hong Kong dollars to repurchase 1.0577 million shares at a repurchase price of 64.2-64.6 Hong Kong dollars.

Focus on hotspots:

S&P and Nasdaq rose for the fifth consecutive day.

On Wednesday, the three major US stock indexes continued to rise, with the S&P 500 index up 0.38%, the Nasdaq index up 0.03%, and the Dow Jones Industrial Average up 0.61%. Large technology stocks performed poorly, Apple was up 0.2%, Microsoft was up 0.69%, Google-A was down 2.31%, Tesla was down 3.1%, Nvidia was up 1.67%, and Intel was down 2.69%.

Hong Kong-listed companies disclosed their interim dividend plans intensively, and central enterprises and Hong Kong-owned real estate companies had the largest dividend payout.

Data shows that as of August 14th, a total of 52 Hong Kong-listed companies have disclosed their interim dividend plans. From the perspective of dividend amount, central enterprises and Hong Kong-owned real estate companies are the most generous, ranking forefront in the total amount of interim dividends. From the industry perspective, companies in resource products, machinery, home appliances, hydropower, and gas sectors are particularly active. Overall, the improvement of performance in the first half of the year has laid a solid foundation for the mid-term dividend distribution of these companies.

The IPO application documents of three tea beverage brands have all expired.

As of August 14th, the IPO applications of three tea brands in Shanghai, Auntie's, Guming, and Migu Ice City, have all expired. It is analyzed that domestic tea brand is currently facing two major dilemmas: first, the homogenization competition of the tea race has entered a white-hot stage; second, under the pressure of valuation, the cost-effectiveness of listing financing has decreased, and whether to go public has become a dilemma.

Since the new real estate policy, the real estate market in key cities has shown signs of improvement.

Monitoring data from multiple institutions show that the real estate market in key cities has shown signs of improvement since the new real estate policy was introduced. According to data from the China Real Estate Index System Research Institute, since the implementation of the "517 New Policy", the second-hand housing market in key cities has maintained a certain scale of transaction volume and the Beijing and Chengdu second-hand housing markets in July have reached new monthly highs in nearly a year. Experts believe that the new real estate policy has been implemented for nearly three months, and whether the high transaction volume in the second-hand housing market can continue in August remains to be seen, and the short-term market for new homes is expected to continue to bottom out.

XR headset manufacturer PICO, owned by ByteDance, will hold a new product communication meeting next week.

According to media reports, XR headset manufacturer PICO, owned by ByteDance, officially announced that it will hold the PICO 2024 new product communication meeting on August 20th at 14:00, and released the preheating poster and slogan "Stand Out, Step In". It is reported that the new product to be launched by PICO this time may be the PICO 4 Ultra MR all-in-one machine, which uses the Snapdragon XR2 Gen2 chip on the hardware core and supports MR function. In addition, the PICO 4 Ultra also introduces a no-loop handle design and supports wristband-type motion tracking.

A major breakthrough in 6G research will be announced, and the communication capability of 6G may be more than 10 times that of 5G.

According to media reports, the press conference of the 8th Future Network Development Conference was held in Nanjing recently. The conference will be held from August 21st to 23rd in Nanjing. With the theme "Networks Defining the Future Globally", the conference will release major scientific research achievements in the fields of network and communication, and will also hold several concurrent sessions. Liu Yunjie, academician of the Chinese Academy of Engineering and chief scientist of the Purple Mountain Laboratory, said that in the past year, Purple Mountain Laboratory has focused on key core technologies such as deterministic electro-optical fusion routing and has achieved breakthroughs. At this year's conference, three major achievements, including the wide-area deterministic electro-optical fusion network technology, new time-sensitive network control system, and 6G wireless network millisecond real-time intelligent technology, will be announced.

Buffett's latest holdings: Apple's proportion has dropped to 30%, and he has built positions in beauty stocks.

According to the 13F filing, Berkshire Hathaway, owned by Buffett, increased its holdings of Occidental Petroleum and Chubb Ltd. in the second quarter. They decreased their holdings of Apple by 389 million shares, and the shareholding ratio fell to 30.52%. They also reduced their holdings of Chevron and T-Mobile. They completely cleared their positions on Snowflake and Paramount Pictures. They built positions in the beauty company Ulta Beauty and the aviation-related company Heico. As of the end of the second quarter, the total market value of Berkshire Hathaway's holdings has dropped from 332 billion US dollars to 280 billion US dollars.

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

As of August 15th, $HSI Futures Current Contract (HSIcurrent.HK)$ it closed at 17009 points, down 120 points or 0.701%, and the low water mark fell by 104 points. The total number of open positions was 113,759 contracts.

Hang Seng Index Bull & Bear Certificates

As of August 15th, the latest bull-bear ratio in the Hang Seng Index futures market is 54.5:45.5.

The data in the bull-bear certificate street cargo distribution chart of the Hang Seng Index shows that the heavy bear cargo area of the bear certificate is in the range of 17,400-17,499, with the latest number of bear certificates in this range of 877, which is a decrease of 128 from the previous trading day. Most of the new bear certificates are in the 17,200-17,299 range, with the latest number of bear certificates in this range being 585, which is an increase of 360 from the previous trading day. The heavy bull cargo area of the bull certificate is in the range of 16,700-16,799, with the latest number of bull certificates in this range being 1019, a decrease of 29 from the previous trading day. The most new bull certificates are in the range of 16,900-16,999, with the latest number of bull certificates in this range being 398, an increase of 242 from the previous trading day.

As of August 15th,

Editor/Emily

The translation is provided by third-party software.

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