Focus on CHK and US stocks

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Hong Kong stock market outlook: China Hongqiao's net income for the first half of the year increased by 273% to 9.155 billion yuan; Hang Seng Index announced the quarterly results, involving multiple companies including New Oriental.

Futu News · Aug 19 08:08

港股要闻

1）公司要闻

$阳光保险 (06963.HK)$：前7月阳光财险原保险合同保费收入为286.28亿元，同比增长11.59%；阳光人寿原保险合同保费收入580.1亿元，同比增长13.64%。

$中国电力 (02380.HK)$：前7月合并总售电量为7658.72万兆瓦时，同比增加32.65%。

$中煤能源 (01898.HK)$：前7月商品煤销量约1.57亿吨，同比减少7.5%；7月商品煤销量为2343万吨，同比增长1.3%。

$新华保险 (01336.HK)$：前7月累计原保险保费收入为人民币1118.75亿元，同比减少6.44%。

$富力地产 (02777.HK)$：前7月累计合同销售63.8亿元，同比减少56.12%。

$国泰航空 (00293.HK)$：7月载客200.82万人次，同比增加15.1%，乘客运载率下跌3.8个百分点至85.5%。

2）业绩速递

$中国宏桥 (01378.HK)$：上半年收入735.92亿元，同比增加11.95%；净利润91.55亿元，同比增加272.66%。

$中兴通讯 (00763.HK)$：上半年营收约624.87亿元，同比增长2.94%；净利润约57.32亿元，同比增长4.76%。

$李宁 (02331.HK)$：上半年收入143.45亿元，同比增加2.33%；李宁YOUNG销售点今年净增10个。

$中信股份 (00267.HK)$：预计上半年净利润可实现同比基本持平。

$香港中华煤气 (00003.HK)$：上半年营收274.96亿港元，同比减少5.76%；净利润30.4亿港元，同比减少15.88%。

$金沙中国有限公司 (01928.HK)$：上半年净收入总额为35.51亿美元，同比增长22.7%；利润为5.41亿美元，同比增加209.1%。

$华润建材科技 (01313.HK)$：上半年营收约103.12亿元，同比减少13.9%；净利润约1.66亿元，同比减少70.2%。

$南方锰业 (01091.HK)$：上半年收入57.33亿港元，同比减少25.86%；亏损1.63亿港元。

$凤祥股份 (09977.HK)$：上半年收入约24.36亿元，净利润8200万元。期内鸡肉制品销售数量上升，但平均售价下降。

$永达汽车 (03669.HK)$：预计上半年净利润下滑不多于75%。

$叮当健康 (09886.HK)$：上半年收入22.68亿元，同比增加0.92%；净亏损8449.1万元，同比收窄24.95%。

$金融壹账通 (06638.HK)$：上半年收入约14.16亿元，净利润约1.39亿元，同比扭亏为盈。

$医思健康 (02138.HK)$：预计第二季度整体销售额不少于10.4亿港元，同比下跌不多于4%。

$荣昌生物 (09995.HK)$：上半年收入7.4亿元，同比增加76.5%；净亏损7.8亿元，同比扩大10.96%。主要由于自身免疫类产品泰它西普及抗肿瘤类产品维迪西妥单抗的销售放量导致销售收入同比增长强劲。

$中梁控股 (02772.HK)$：预计上半年亏损约15亿元至20亿元，同比由盈转亏。

$建业地产 (00832.HK)$：发布盈警，预计上半年亏损扩大至约25亿-35亿元。

$五矿地产 (00230.HK)$：预计上半年净亏损约10亿元。主要由于房地产发展业务收入大幅减，毛利率大幅下降。

$顺风清洁能源 (01165.HK)$：预计上半年亏损2.19亿元。

3）回购动态

$腾讯控股 (00700.HK)$：斥资约10.03亿港元回购269万股，回购价368.80-375.00港元。

$友邦保险 (01299.HK)$：斥资2.54亿港元回购488.7万股，回购价51.75-52.45港元。

$汇丰控股 (00005.HK)$：斥资1.85亿港元回购286.28万股，回购价63.85-64.75港元。

热点聚焦

标普、纳指连涨7天，三大指数同创今年最大单周涨幅

上周五美股三大指数微幅收涨，为一周的交易画上了一个安稳的句号。这也是标普500指数、纳指连续第七个交易日携手上涨，强势终结了此前连续四周的下跌。

截至收盘，标普500指数涨0.2%，上周累计上涨3.93%；纳斯达克指数涨0.21%，上周累计上涨5.29%；道琼斯工业指数涨0.24%，上周累计上涨2.94%。根据统计，三大指数均创2023年10月底“美股大反转”后的最大单周涨幅。

科技巨头的波动明显下降，苹果涨0.59%、微软跌0.61%、亚马逊跌0.3%、META跌1.84%、谷歌-A涨1.03%、特斯拉涨0.92%、英伟达涨1.4%、英特尔涨0.87%。

中概股展现普涨状态，纳斯达克中国金龙指数涨1.92%。阿里巴巴涨4.58%、百度涨3.23%、拼多多涨2.9%、京东涨8.48%、网易跌0.18%、蔚来涨3.13%、理想汽车涨6.93%、小鹏汽车涨1.46%。

恒生指数公司公布季检结果，涉及新东方等多家公司

恒生指数公司上周五盘后宣布季度指数检讨结果。报告显示，恒生指数成份股数目维持82只。恒生指数$恒生中国企业 (02828.HK)$指数将加入$极兔速递-W (01519.HK)$、$新东方-S (09901.HK)$，剔除$商汤-W (00020.HK)$、$京东物流 (02618.HK)$，成份股数目维持50只。此外，$恒生科技指数 (800700.HK)$剔除平安健康医疗，加入$ASMPT (00522.HK)$。

此次变动幅度最大的为$恒生综合指数 (800701.HK)$成份股，$恒隆集团 (00010.HK)$等38股获纳入恒生综合指数；而$呷哺呷哺 (00520.HK)$等29股遭剔除，成份股数目由509只增加至518只。

沪深港通交易信息披露机制8月19日起重要调整

上交所、深交所此前发布公告表示，决定自8月19日起调整沪深港通交易信息披露机制。每个沪股通交易日收市后，公布当日沪股通成交总额及总成交笔数、ETF成交总额、前十大成交活跃证券名单及其成交总额，并按月度、年度公布前述数据的汇总情况。每季度第五个沪股通交易日公布上季度末单只证券的沪股通投资者合计持有数量。

多方发力防止猴痘传入我国

14日，世界卫生组织自2022年7月以来第二次就猴痘疫情发出最高级别警报，引发公众关注。海关总署也于近日发布关于防止猴痘疫情传入我国的公告，提醒来自猴痘疫情发生国家的人员，如接触过猴痘病例或出现发热、头痛、背痛、肌痛等症状，入境时应主动向海关申报。上周五周五美股猴痘概念股GeoVax Labs涨超110%，Emergent BioSolutions涨逾24%。猴痘相关药物港股企业包括：$歌礼制药-B (01672.HK)$。

商务部：进一步放宽外国投资者战略投资上市公司的限制

商务部国际贸易谈判副代表李泳箑介绍，将继续放宽外资市场准入，尽快修订和发布新版外资准入负面清单，在全国范围内实现制造业领域限制措施“清零”，推动在电信、互联网、教育、文化、医疗等领域有序扩大开放。推动开展服务业扩大开放的试点示范。此外，商务部还将修订和发布《外国投资者对上市公司战略投资管理办法》，进一步放宽外国投资者战略投资上市公司的限制，拓宽外商投资的渠道，引导更多的优质外资进入资本市场长期投资。

美联储降息预期推动黄金升至2500美元，刷新纪录新高

现货黄金上周五突破2500美元/盎司。在美联储即将重启降息周期、地缘政治冲突加剧、美国大选不确定性回升等事件扰动下，近期黄金价格重拾涨势，今年以来已经上涨21%。

恒指夜期收盘

截至上周五， $恒指当月期货 (HSIcurrent.HK)$ 收报17575点，上涨151点或0.867%，高水145点，未平仓合约总数为117744张。

恒指牛熊证

截至上周五，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17500-17599区间，该区间最新熊证数量为967张，较上一交易增加113张；最多新增在17800-17899区间，该区间最新熊证数量为931张，较上一交易日增加557张。

牛证街货重货区在16700-16799区间，该区间最新牛证数量为738张，较上一交易日减少191张；最多新增在17000-17099区间，该区间最新牛证数量为358张，较上一交易增加358张。

编辑/emily

Hong Kong Stock Market News:

1) Company News

$SUNSHINE INS (06963.HK)$In the first seven months, the original premium income of China Pacific Insurance was 28.628 billion yuan, up 11.59% year-on-year; The original premium income of China Pacific Life Insurance was 58.01 billion yuan, up 13.64% year-on-year.

$CHINA POWER (02380.HK)$In the first seven months, the total sales volume of electricity was 76.5872 million megawatt hours, up 32.65% year-on-year.

$CHINA COAL (01898.HK)$In the first seven months, the sales volume of commodity coal was about 0.157 billion tons, down 7.5% year-on-year; The sales volume of commodity coal in July was 23.43 million tons, up 1.3% year-on-year.

$NCI (01336.HK)$In the first seven months, the accumulated original insurance premium income was RMB 111.875 billion, a decrease of 6.44% year-on-year.

$R&F PROPERTIES (02777.HK)$In the first seven months, the cumulative contract sales were 6.38 billion yuan, a decrease of 56.12% year-on-year.

$CATHAY PAC AIR (00293.HK)$In July, there were 2.0082 million passenger trips, up 15.1% year-on-year, and the passenger load factor fell 3.8 percentage points to 85.5%.

Business performance update:

$CHINAHONGQIAO (01378.HK)$Revenue in the first half of the year was RMB 73.592 billion, up 11.95% year-on-year, and net profit was RMB 9.155 billion, up 272.66% year-on-year.

$ZTE (00763.HK)$Revenue in the first half of the year was approximately RMB 62.487 billion, up 2.94% year-on-year, and net profit was approximately RMB 5.732 billion, up 4.76% year-on-year.

$LI NING (02331.HK)$Revenue in the first half of the year was RMB 14.345 billion, up 2.33% year-on-year, and the number of Li Ning YOUNG sales outlets increased by 10 this year.

$CITIC (00267.HK)$It is expected that the net profit in the first half of the year will remain basically flat year-on-year.

$HK & CHINA GAS (00003.HK)$Revenue in the first half of the year was HKD 27.496 billion, a decrease of 5.76% year-on-year, and net profit was HKD 3.04 billion, a decrease of 15.88% year-on-year.

$SANDS CHINA LTD (01928.HK)$The net income in the first half of the year was USD 3.551 billion, up 22.7% year-on-year; the profit was USD 0.541 billion, up 209.1% year-on-year.

$CR BLDG MAT TEC (01313.HK)$Revenue in the first half of the year was approximately RMB 10.312 billion, a decrease of 13.9% year-on-year, and net profit was approximately RMB 0.166 billion, a decrease of 70.2% year-on-year.

$SOUTH MANGANESE (01091.HK)$Revenue in the first half of the year was HKD 5.733 billion, a decrease of 25.86% year-on-year; Loss of HKD 0.163 billion.

$FENGXIANG CO (09977.HK)$Revenue in the first half of the year was approximately RMB 2.436 billion, with a net profit of RMB 82 million. Although the sales volume of chicken products increased, the average selling price decreased.

$YONGDA AUTO (03669.HK)$It is expected that the net profit in the first half of the year will not decrease by more than 75%.

$DINGDANG HEALTH (09886.HK)$In the first half of the year, the revenue was 2.268 billion yuan, a year-on-year increase of 0.92%, and a net loss of 84.491 million yuan, a year-on-year decrease of 24.95%.

$OCFT (06638.HK)$In the first half of the year, the revenue was about 1.416 billion yuan, and the net profit was about 0.139 billion yuan, a year-on-year turnaround to profit.

$EC HEALTHCARE (02138.HK)$The overall sales in the second quarter is expected to be no less than 1.04 billion Hong Kong dollars, a year-on-year decline of no more than 4%.

$REMEGEN (09995.HK)$In the first half of the year, the revenue was 0.74 billion yuan, up 76.5% year-on-year, and the net loss was 0.78 billion yuan, an expansion of 10.96% year-on-year. The strong year-on-year growth in sales revenue was mainly due to the increase in sales of its own immune products Tai Tai Xi Pu and anti-tumor products Vidyas Viscidone.

$ZHONGLIANG HLDG (02772.HK)$It is expected to have a loss of about 1.5 billion yuan to 2 billion yuan in the first half of the year, turning from profit to loss year-on-year.

$CENTRAL CHINA (00832.HK)$It issued a profit warning, and it is expected that the net loss in the first half of the year will expand to about 2.5 billion-3.5 billion yuan.

$MINMETALS LAND (00230.HK)$It is expected to have a net loss of about 1 billion yuan in the first half of the year. This is mainly due to the significant reduction in revenue from the real estate development business and a significant decline in gross profit margin.

$SFCE (01165.HK)$It is expected to have a loss of 0.219 billion yuan in the first half of the year.

3) Buyback Dynamics

$TENCENT (00700.HK)$It spent about 1.003 billion Hong Kong dollars to buy back 2.69 million shares, with a repurchase price of 368.80-375.00 Hong Kong dollars per share.

$AIA (01299.HK)$It spent 0.254 billion Hong Kong dollars to buy back 4.887 million shares, with a repurchase price of 51.75-52.45 Hong Kong dollars per share.

$HSBC HOLDINGS (00005.HK)$It spent 0.185 billion Hong Kong dollars to buy back 2,8628 million shares, with a repurchase price of 63.85-64.75 Hong Kong dollars per share.

Focus on hotspots:

S&P, Nasdaq rose for seven consecutive days, the three major indexes hit the largest weekly increase in the year.

Last Friday, the three major indexes of US stocks rose slightly, drawing a stable conclusion for a week of trading. This is also the seventh consecutive trading day that the S&P 500 Index and Nasdaq have risen together, ending the previous four weeks of consecutive decline.

At the close, the S&P 500 index rose 0.2%, with a cumulative increase of 3.93% last week; the Nasdaq index rose 0.21%, with a cumulative increase of 5.29% last week; the Dow Jones Industrial Average rose 0.24%, with a cumulative increase of 2.94% last week. Statistics show that the three major indexes have hit the largest weekly increase since the "US stock market reversal" at the end of October 2023.

The volatility of technology giants has decreased significantly, with Apple up 0.59%, Microsoft down 0.61%, Amazon down 0.3%, META down 1.84%, Google-A up 1.03%, Tesla up 0.92%, NVIDIA up 1.4%, and Intel up 0.87%.

Chinese concept stocks showed a general rise, with the Nasdaq China Golden Dragon Index up 1.92%. Alibaba rose 4.58%, Baidu rose 3.23%, Pinduoduo rose 2.9%, JD.com rose 8.48%, NetEase fell 0.18%, NIO rose 3.13%, Li Auto Inc rose 6.93%, Xpeng rose 1.46%.

Hang Seng Index Company announced the quarterly review results, involving many companies such as New Oriental.

The Hang Seng Index Company announced the quarterly index review results after the market on Friday. The report showed that the number of constituent stocks in the Hang Seng Index remained at 82. $Hang Seng H-Share Index ETF (02828.HK)$will be added to the index.$J&T EXPRESS-W (01519.HK)$,$NEW ORIENTAL-S (09901.HK)$ removed$SENSETIME-W (00020.HK)$,$JD LOGISTICS (02618.HK)$They respectively received net purchases of HKD 2.38 billion, HKD 0.693 billion and HKD 0.419 billion; and net sales of HKD 0.259 billion, HKD 0.132 billion and HKD 67.69 million.$Hang Seng TECH Index (800700.HK)$Tracker Fund of Hong Kong ETF removed Ping An Healthcare and added$ASMPT (00522.HK)$.

The largest magnitude of change this time is$Hang Seng Composite Index (800701.HK)$constituent stocks,$HANG LUNG GROUP (00010.HK)$are among the 38 stocks newly included in Hang Seng Composite Index; while$XIABUXIABU (00520.HK)$are among the 29 stocks removed, increasing the number of constituent stocks from 509 to 518.

Important adjustments to the Shanghai-Hong Kong Stock Connect trading information disclosure mechanism will be made starting from August 19th.

The Shanghai Stock Exchange and Shenzhen Stock Exchange previously announced that they decided to adjust the Shanghai-Hong Kong Stock Connect trading information disclosure mechanism from August 19th. After the close of trading on each Shanghai Stock Connect trading day, the total turnover and total number of transactions of the Shanghai Stock Connect on the day, the total turnover of ETFs, the list of the top ten active securities in terms of trading volume and their total turnover, and the summary of the above data will be published monthly and annually. On the fifth trading day of each quarter, the total number of shares held by Shanghai Stock Connect investors for a single security at the end of the previous quarter will be announced.

Efforts are being made from multiple parties to prevent Monkeypox from entering China.

On the 14th, the World Health Organization issued the highest-level alert for the second time since July 2022, which has attracted public attention. Recently, the General Administration of Customs also issued a notice on preventing Monkeypox from spreading in China, reminding people coming from countries where Monkeypox outbreaks have occurred to voluntarily declare to customs if they have been in contact with Monkeypox cases or have symptoms such as fever, headache, back pain, and muscle pain when entering the country. Last Friday, GeoVax Labs, an American concept stock related to Monkeypox, rose over 110%, while Emergent BioSolutions rose more than 24%. Monkeypox-related drugs Hong Kong stocks include:$ASCLETIS-B (01672.HK)$.

Ministry of Commerce: Further relax restrictions on foreign investors' strategic investment in listed companies.

Li Yongsha, the Deputy Representative of International Trade Negotiations of the Ministry of Commerce, stated that efforts will continue to be made to relax market access restrictions on foreign investment, revise and publish the new version of the negative list for foreign investment access as soon as possible, achieve "zero" restrictive measures for the manufacturing industry nationwide, and promote the orderly expansion of opening up in fields such as telecommunications, internet, education, culture, and medical care. Promote the pilot demonstration of expanding opening up in the service industry. In addition, the Ministry of Commerce will also revise and release the "Measures for the Management of Strategic Investment by Foreign Investors in Listed Companies," further relax restrictions on foreign investors' strategic investment in listed companies, expand channels for foreign investment, and guide more high-quality foreign investment to enter the capital markets for long-term investment.

Expectations of a Fed rate cut have pushed gold to a record high of $2,500.

Spot gold broke through $2,500/ounce last Friday. Amid worries about the Fed's imminent resumption of rate cuts, geopolitical conflicts, and uncertainties over the U.S. election, the price of gold has picked up momentum recently, rising 21% so far this year.

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

As of last Friday, the Shanghai Composite Index closed at 17,575 points, up 151 points or 0.867%, with a high water mark of 145 points, and a total of 117,744 outstanding contracts. $HSI Futures Current Contract (HSIcurrent.HK)$ As of last Friday, the latest bull-bear street ratio of the Hang Seng Index was 49:51.

Hang Seng Index Bull & Bear Certificates

According to the data in the bull-bear certificate street cargo distribution chart of the Hang Seng Index, the bear-certificate cargo heavy area is in the range of 17500-17599, with the latest number of bear-certificates in this range being 967, an increase of 113 from the previous trading day; the most new bear-certificates are added in the range of 17800-17899, with the latest number of bear-certificates in this range being 931, an increase of 557 from the previous trading day.

The bull-certificate street cargo heavy area is in the range of 16700-16799, with the latest number of bull-certificates in this range being 738, a decrease of 191 from the previous trading day; the most new bull-certificates are added in the range of 17000-17099, with the latest number of bull-certificates in this range being 358, an increase of 358 from the previous trading day.

The heavy goods area of Niu Zheng Street is in the range of 16700-16799, and the latest number of Niu Zhengs in this range is 738, a decrease of 191 from the previous trading day; the highest increase is in the range of 17000-17099, and the latest number of Niu Zhengs in this range is 358, an increase of 358 from the previous trading day.

Editor/Emily

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.