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Hong Kong stock market outlook | Alibaba executives said that dual primary listing may be achieved by the end of August; JD.com Q2 net income increased by 69% YoY after adjustments.

Futu News · 08:12

港股要闻

1）公司事项

$中国平安 (02318.HK)$：前7月经由平安财险、平安人寿、平安养老保险、平安健康保险获得原保险合同保费收入1853.59亿元、3428.03亿元、118.02亿元、109.02亿元，合计约5508.66亿元，同比增长5.66%。

$中国国航 (00753.HK)$：7月客运运力投入同比上升13.2%，旅客周转量同比上升20.4%，平均客座率80.2%，同比上升4.8个百分点。

$中国南方航空股份 (01055.HK)$：7月客运运力投入同比上升12.13%，旅客周转量同比上升16.07%，客座率为83.77%，同比上升2.84个百分点。

$中国东方航空股份 (00670.HK)$：7月客运运力投入同比上升17.14%，旅客周转量同比上升24.25%，客座率为83.18%，同比上升4.76个百分点。

2）业绩速递

$阿里巴巴-SW (09988.HK)$ ：第一财季营收2432.36亿元，同比增长4%；经调整净利润406.91亿元，同比下降9%。

业绩电话会议上，阿里巴巴集团CEO吴泳铭表示，预计未来几个季度，淘天集团CMR（客户管理收入）的增速会逐渐匹配GMV的增速。除了电商和云两大核心业务之外，对于阿里巴巴集团重要的互联网科技业务，大部分业务将会在1—2年内陆续实现盈亏平衡，并逐渐开始贡献规模化的盈利能力。此外，阿里巴巴高管表示，如股东大会批准预计8月底完成纽约香港双重主要上市。

$京东集团-SW (09618.HK)$ ：Q2营收2914亿元，同比增长1.2%；经调整净利润145亿元，去年同期为86亿元。

$长和 (00001.HK)$ ：上半年总额2326.44亿港元，同比增加3.92%；息税折旧前净利润634.22亿港元，同比增加3.71%

$长实集团 (01113.HK)$：上半年收入220.08亿港元，同比减少10.55%；净利润86.03亿港元，同比减少16.73%。

$港铁公司 (00066.HK)$：上半年总收入292.71亿港元，同比增加6.2%；净利润60.44亿港元，同比增加44.7%。

$京东健康 (06618.HK)$：上半年收入283.44亿元，同比增长4.6%；净利润20.37亿元，同比增长30.48%。

$零跑汽车 (09863.HK)$：上半年收入88.45亿元，同比增加52.16%；净亏损22.12亿元。

3）回购动态

$明源云 (00909.HK)$：拟以总金额不超过5亿港元不时于公开市场购回股份。

$友邦保险 (01299.HK)$：斥资4.01亿港元回购774.8万股，回购价52.55-51.25港元。

$快手-W (01024.HK)$：斥资4999.85万港元回购114.08万股，回购价42.85-44.35港元。

$恒生银行 (00011.HK)$：斥资2044.28万港元回购22.8万股，回购价89港元-90.1港元。

$小米集团-W (01810.HK)$：8月15日合共注销约1.09亿股B类普通股。

热点聚焦

标普、纳指连涨六日，收复“8月惊魂”全部跌幅

随着美国零售数据超出预期、初请失业金人数跌至7月初以来最低水平，一扫衰退阴霾的美股又回到了携手上涨的状态。

截至收盘，标普500指数涨1.61%，纳斯达克指数涨2.34%，道琼斯工业指数涨1.39%。连续第六个交易日上涨后，纳指、标普500指数均已收复8月1日开始的“连跌惊魂”。

周四市场又回到科技巨头领涨的状态，特斯拉涨6.34%、AMD涨4.7%、亚马逊涨4.4%、英伟达涨4.05%、英特尔涨3.87%、META涨2.01%、苹果涨1.35%、微软涨1.18%、谷歌-A涨0.58%。

中概股也活跃走高，纳斯达克中国金龙指数涨1.72%。京东涨4.25%、蔚来涨2.96%、网易涨2.7%、百度涨2.61%、小鹏汽车涨2.40%、拼多多涨2.18%、理想汽车涨2.13%、阿里巴巴发布财报后收涨0.09%。

央行行长潘功胜：进一步谋划新的增量政策

货币政策下一步将如何继续支持稳增长？央行行长潘功胜近日表示，今年以来，人民银行在货币金融政策方面，先后实施了比较大的三次货币政策的调整。首先我们要加大实施力度，让它落地生效。第二，我们会按照中央和国务院的要求，来进一步谋划新的增量政策。

央行行长潘功胜：央行将更加注重发挥利率等价格型调控工具的作用

潘功胜近日表示，中国人民银行将逐步淡化对数量目标的关注，更加注重发挥利率等价格型调控工具的作用，丰富货币政策工具箱，健全政策的沟通机制，提高货币政策透明度。

恒指夜期收盘

截至8月16日， $恒指当月期货 (HSIcurrent.HK)$ 收报17308点，上涨180点或1.051%，高水199点。未平仓合约总数为113855张。

恒指牛熊证

截至8月16日，恒指最新的牛熊街货比例为54:46。

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981张，较上一交易增加104张；最多新增在相同区间。

牛证街货重货区在16700-16799区间，该区间最新牛证数量为929张，较上一交易减少90张；最多新增在16800-16899区间，该区间最新牛证数量为523张，较上一交易日增加117张。

编辑/Somer

Hong Kong Stock Market News:

1) Company Matters.

$PING AN (02318.HK)$: The original insurance contract premium income received by Ping An Property Insurance, Ping An Life Insurance, Ping An Pension Insurance and Ping An Health Insurance from January to July was CNY185.359 billion, CNY342.803 billion, CNY11.802 billion, and CNY10.902 billion, respectively, totaling about CNY550.866 billion, a YoY growth of 5.66%.

$AIR CHINA (00753.HK)$: In July, the passenger transportation capacity increased by 13.2% YoY, the passenger turnover increased by 20.4% YoY, and the average passenger load factor was 80.2%, up 4.8 percentage points YoY.

$CHINA SOUTH AIR (01055.HK)$: In July, the passenger transportation capacity increased by 12.13% YoY, the passenger turnover increased by 16.07% YoY, and the passenger load factor was 83.77%, up 2.84 percentage points YoY.

$CHINA EAST AIR (00670.HK)$: In July, the passenger transportation capacity increased by 17.14% YoY, the passenger turnover increased by 24.25% YoY, and the passenger load factor was 83.18%, up 4.76 percentage points YoY.

Business performance update:

$BABA-SW (09988.HK)$ : In the first quarter, the revenue was CNY243.236 billion, a YoY growth of 4%; the adjusted net income was CNY40.691 billion, a YoY decrease of 9%.

In the earnings call, Alibaba Group CEO Wu Yongming said that the growth rate of Taotian Group's CMR (customer management revenue) is expected to gradually match the growth rate of GMV in the next few quarters. In addition to the two core businesses of e-commerce and cloud, for Alibaba's important Internet technology business, most of the businesses will achieve breakeven and gradually begin to contribute to the scale of profitability within 1-2 years. In addition, Alibaba executives said that if the shareholders' meeting approves, the dual primary listing in New York and Hong Kong is expected to be completed by the end of August.

$JD-SW (09618.HK)$ : In Q2, revenue was CNY291.4 billion, a YoY increase of 1.2%; adjusted net income was CNY14.5 billion, compared with CNY8.6 billion in the same period last year.

$CKH HOLDINGS (00001.HK)$ : The total amount in the first half of the year was HKD232.644 billion, a YoY increase of 3.92%; the pre-tax and depreciation net profit was HKD63.422 billion, a YoY increase of 3.71%.

$CK ASSET (01113.HK)$ : The income in the first half of the year was HKD22.008 billion, a YoY decrease of 10.55%; net profit was HKD8.603 billion, a YoY decrease of 16.73%.

$MTR CORPORATION (00066.HK)$ : The total revenue in the first half of the year was HKD29.271 billion, a YoY increase of 6.2%; net profit was HKD6.044 billion, a YoY increase of 44.7%.

$JD HEALTH (06618.HK)$ : The income in the first half of the year was CNY28.344 billion, a YoY increase of 4.6%; net profit was CNY2.037 billion, a YoY increase of 30.48%.

$LEAPMOTOR (09863.HK)$ : The income in the first half of the year was CNY8.845 billion, a YoY increase of 52.16%; net loss was CNY2.212 billion.

3) Buyback Dynamics

$MING YUAN CLOUD (00909.HK)$ : It plans to repurchase shares in the open market from time to time for a total amount not exceeding HKD0.5 billion.

$AIA (01299.HK)$ : It repurchased 7.748 million shares at a repurchase price of HKD52.55-51.25 per share, with a total amount of HKD0.401 billion.

$KUAISHOU-W (01024.HK)$ : It repurchased 1.1408 million shares at a repurchase price of HKD42.85-44.35 per share, with a total amount of HKD49.9985 million.

$HANG SENG BANK (00011.HK)$ : It repurchased 0.228 million shares at a repurchase price of HKD89-90.1 per share, with a total amount of HKD20.4428 million.

$XIAOMI-W (01810.HK)$ : A total of approximately 0.109 billion Class B ordinary shares were cancelled on August 15.

Focus on hotspots:

S&P and Nasdaq both rose for six consecutive days, recovering all the losses from the 'August Panic'.

With US retail sales data exceeding expectations and initial claims for unemployment benefits falling to the lowest level since early July, the US stock market, free from the shadow of recession, has returned to a state of rising together.

At the close, the S&P 500 index rose 1.61%, the Nasdaq index rose 2.34%, and the Dow Jones Industrial Index rose 1.39%. After rising for six consecutive trading days, the Nasdaq and S&P 500 indexes have recovered from the "continuous decline" since August 1.

On Thursday, the market returned to the state of leading technology giants, with Tesla up 6.34%, AMD up 4.7%, Amazon up 4.4%, Nvidia up 4.05%, Intel up 3.87%, META up 2.01%, Apple up 1.35%, Microsoft up 1.18%, and Google-A up 0.58%.

Chinese concept stocks also rose, with the Nasdaq Golden Dragon China Index up 1.72%. JD.com rose 4.25%, Nio Inc rose 2.96%, NetEase rose 2.7%, Baidu rose 2.61%, XPeng rose 2.40%, PDD Holdings rose 2.18%, Li Auto Inc rose 2.13%, and Alibaba rose 0.09% after releasing its financial report.

PBOC Governor Pan Gongsheng: Further Planning New Incremental Policies

How will monetary policy continue to support stable growth? PBOC Governor Pan Gongsheng recently stated that since this year, the People's Bank of China has implemented three relatively large adjustments to monetary policy. Firstly, we need to increase implementation efforts and make it effective. Secondly, we will further plan new incremental policies in accordance with the requirements of the central government and the State Council.

PBOC Governor Pan Gongsheng: PBOC will pay more attention to the role of price-based regulation tools such as interest rates

Pan Gongsheng recently stated that the People's Bank of China will gradually shift its focus away from quantity targets and pay more attention to the role of price-based regulation tools such as interest rates. We will enrich the toolbox of monetary policy, improve policy communication mechanisms, and enhance the transparency of monetary policy.

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

As of August 16th, $HSI Futures Current Contract (HSIcurrent.HK)$ As of August 16th, the SSE Industrial Index closed at 17,308, up 180 points or 1.051%, and the high water mark was up 199 points. The total number of open positions was 113,855 contracts.

Hang Seng Index Bull & Bear Certificates

As of August 16th, the latest bull-bear street ratio of the Hang Seng Index was 54:46.

According to the bull and bear certificate street goods distribution chart of the Hang Seng Index, the heavy bear certificate goods zone is in the range of 17,400-17,499, and the latest number of bear certificates in this range is 981, which has increased by 104 from the previous trading day; the most were added in the same range.

The heavy bull certificate street goods area is in the range of 16,700-16,799, and the latest number of bull certificates in this range is 929, which has decreased by 90 from the previous trading day; the most were added in the range of 16,800-16,899, and the latest number of bull certificates in this range is 523, which has increased by 117 from the previous trading day.

Editor/Somer

The translation is provided by third-party software.

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