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HK Stocks preview | China Res Power: Accumulated power sales of subsidiary power plants increased by 5.2% year-on-year in the first seven months; Emerging markets MMF index hit a new historical high.

Futu News · Aug 20 08:25

港股要闻

1）公司要闻

$华润电力 (00836.HK)$：前7月累计售电量达到1.17亿兆瓦时，同比增加了5.2%。其中风电售电量同比增加了7.9%，光伏售电量同比增加了191.4%。

$四川成渝高速公路 (00107.HK)$：附属与招商基金订立战略投资协议。

2）业绩速递

$极兔速递-W (01519.HK)$：上半年收入48.62亿美元，同比增加20.62%；净利润2758.9万美元；经调整EBITDA3.51亿美元，同比增加795.6%。

公告称，收入增加主要来源于13个国家的快递服务收入的增长。其中快递服务收入同比增长33.7%至47.40亿美元，共计处理110.1亿个包裹，同比增长了38.3%。

$中国建筑国际 (03311.HK)$：上半年营业额约617.55亿港元，同比增长12.1%；净利润54.65亿港元，同比增长12.7%。

期内，累计新签合约额约为1251.3亿港元。于2024年6月30日，集团在手总合约额约为6737.1亿港元，其中未完合约额约4075.5亿港元。

$兖煤澳大利亚 (03668.HK)$：上半年一般经营业务收入为31.38亿澳元，同比减少21%；税后净利润为4.2亿澳元，同比减少57%，主要由于煤炭销售收入减少。

$恒安国际 (01044.HK)$：上半年收入118.36亿元，同比减少3%；净利润14.09亿元，同比增长14.9%。

$保利物业 (06049.HK)$：上半年收入78.71亿元，同比增加10.22%；净利润8.46亿元，同比增加10.8%。主要由于集团在管项目面积的扩大及在管项目数量的增长。

$冠君产业信托 (02778.HK)$：上半年可分派收入5.44亿港元，同比减少11.9%。

$巨子生物 (02367.HK)$：上半年收入约25.4亿元，同比增长58.2%；净利润约9.83亿元，同比增长47.4%。

期内，可复美品牌实现收入20.71亿元，同比增长68.6%。可丽金品牌实现收入3.96亿元，同比增长23.6%。

$力量发展 (01277.HK)$：上半年收入25.32亿元，同比增长69.7%；净利润10.95亿元，同比增长92.1%。

$科伦博泰生物-B (06990.HK)$：上半年收入13.83亿元，同比增加32.2%；净利润3.1亿元，同比扭亏为盈。主要由于集团加强与默沙东的合作，期内收取里程碑付款合共9000万美元。

$天津银行 (01578.HK)$：预计上半年净利润同比增长136.36%至19.76亿元。

$新城发展 (01030.HK)$：预计上半年净利润9亿元至11亿元。

$正荣地产 (06158.HK)$：预计上半年净亏损22亿元-24亿元。

$潼关黄金 (00340.HK)$：发布盈喜，预期中期取得净利润约9100万港元，同比增加约469%。

3）回购动态

$腾讯控股 (00700.HK)$：斥资10.01亿港元回购268万股，回购价371.4-377.6港元。

$友邦保险 (01299.HK)$：斥资6237.58万港元回购119.78万股，回购价51.85-52.45港元。

$恒生银行 (00011.HK)$：斥资约2093.39万港元回购22.8万股，回购价91.1-92.15港元。

热点聚焦

美联储年会前夕，新兴市场货币指数创历史新高

随着美联储启动降息的前景愈发明确，周一新兴市场货币昂扬大涨，MSCI新兴市场货币指数再创历史新高，其中离岸人民币兑美元升值超过300点；交易员们在纷纷押注本周鲍威尔讲话和下个月议息会议。

国常会：决定核准江苏徐圩一期工程等五个核电项目

国务院总理李强8月19日主持召开国务院常务会议，审议通过《关于以高水平开放推动服务贸易高质量发展的意见》和《外商投资准入特别管理措施（负面清单）（2024年版）》，审议通过《法规规章备案审查条例（草案）》和《城市公共交通条例（草案）》，研究促进专精特新中小企业高质量发展的政策措施，决定核准江苏徐圩一期工程等五个核电项目。

特朗普：若当选将考虑让马斯克担任内阁或顾问角色

美国前总统特朗普表示，若当选下届美国总统，会考虑取消7500美元的电动车税收抵免；将考虑让马斯克担任内阁或顾问角色，如果他愿意的话。

美联储“大鹰派”松口：对9月降息持开放态度

作为美联储官员中的鹰派代表人物，明尼阿波利斯联储主席卡什卡利表示，他对9月降息持开放态度，但降息幅度不应超过25个基点。

欧洲央行管委雷恩：近期欧元区负增长风险的增加强化了9月降息理由

欧洲央行管委雷恩表示，制造业领域没有明显回升的迹象；工业生产可能并不像预期的那样只是暂时性；近期欧元区负增长风险的增加进一步强化了欧洲央行在9月的下次货币政策会议上进行降息的理由。

两大原油期货价跌超2%

因为美国推动加沙停火协议缓解原油供应担忧，以及市场需求前景疲软令油市承压。WTI原油期货结算价跌2.97%，报74.37美元/桶。布伦特原油期货结算价跌2.54%，报77.66美元/桶。

恒指夜期收盘

截至8月20日， $恒指当月期货 (HSIcurrent.HK)$ 收报17741点，上涨133点或0.755%，高水171点。未平仓合约总数为113604张，减少19598张；未平仓合约净数报35106张，减少4646张。

恒指牛熊证

截至8月20日，恒指最新的牛熊街货比例为51:49。

恒指牛熊证街货分布图中的数据显示，熊证街货重货区和最多新增都在18000-18100区间，该区间最新熊证数量为1097张，较上一交易日增加351张。

牛证街货重货区和最多新增都在17100-17200区间，该区间最新牛证数量为1061张，较上一交易日增加841张。

编辑/new

Hong Kong Stock Market News:

1) Company News

$CHINA RES POWER (00836.HK)$Cumulative sales of electricity reached 0.117 billion megawatt-hours in the first 7 months, an increase of 5.2% year-on-year. The sales of wind power increased by 7.9% year-on-year, and the sales of photovoltaics increased by 191.4% year-on-year.

$SICHUAN EXPRESS (00107.HK)$Has entered into a strategic investment agreement with CMB Fund.

Business performance update:

$J&T EXPRESS-W (01519.HK)$For the first half of the year, the revenue was $4.862 billion, a year-on-year increase of 20.62%; net income was $27.589 million; and adjusted EBITDA was $0.351 billion, a year-on-year increase of 795.6%.

The announcement stated that the increase in revenue mainly came from the growth of courier service revenue in 13 countries. Among them, courier service revenue increased by 33.7% year-on-year to USD 4.74 billion, with a total of 11.01 billion packages processed, a year-on-year increase of 38.3%.

$CHINA STATE CON (03311.HK)$In the first half of the year, the revenue was about HKD 61.755 billion, a year-on-year increase of 12.1%, and the net profit was HKD 5.465 billion, a year-on-year increase of 12.7%.

During the period, the cumulative newly signed contract amount was approximately HKD 125.13 billion. As of June 30, 2024, the total contract amount on the books of the group was approximately HKD 673.71 billion, of which the outstanding contract amount was approximately HKD 407.55 billion.

$YANCOAL AUS (03668.HK)$In the first half of the year, the general operating revenue was AUD 3.138 billion, a year-on-year decrease of 21%, and the net profit after tax was AUD 0.42 billion, a year-on-year decrease of 57%, mainly due to the decrease in coal sales revenue.

$HENGAN INT'L (01044.HK)$In the first half of the year, the revenue was CNY 11.836 billion, a year-on-year decrease of 3%; net income was CNY 1.409 billion, a year-on-year increase of 14.9%.

$POLY PPT SER (06049.HK)$In the first half of the year, the revenue was CNY 7.871 billion, a year-on-year increase of 10.22%, and the net profit was CNY 0.846 billion, a year-on-year increase of 10.8%, mainly due to the expansion of the area and number of projects managed by the Group.

$CHAMPION REIT (02778.HK)$For the first half of the year, distributable income was about HKD 0.544 billion, a year-on-year decrease of 11.9%.

$GIANT BIOGENE (02367.HK)$In the first half of the year, the revenue was about CNY 2.54 billion, a year-on-year increase of 58.2%; net profit was about CNY 0.983 billion, a year-on-year increase of 47.4%.

During the period, revenue from KFMM brand was RMB 2.071 billion, a year-on-year increase of 68.6%. Revenue from Kola Jin brand was RMB 0.396 billion, a year-on-year increase of 23.6%.

$KINETIC DEV (01277.HK)$In the first half of the year, the revenue was CNY 2.532 billion, a year-on-year increase of 69.7%; net income was CNY 1.095 billion, a year-on-year increase of 92.1%.

$SKB BIO-B (06990.HK)$In the first half of the year, the revenue was CNY 1.383 billion, a year-on-year increase of 32.2%; net profit was CNY 0.31 billion, turning losses into profits year-on-year, mainly due to the strengthening of cooperation with Merck, with milestone payments received during the period totaling $90 million.

$BANK OF TIANJIN (01578.HK)$Expected net profit in the first half of the year to increase by 136.36% to CNY 1.976 billion.

$SEAZEN (01030.HK)$Expected net profit in the first half of the year to be between CNY 0.9 billion and CNY 1.1 billion.

$ZHENRO PPT (06158.HK)$Expected net loss in the first half of the year to be between CNY 2.2 billion and CNY 2.4 billion.

$TONGGUAN GOLD (00340.HK)$The company announced a profitable year, with an expected net profit of about 91 million Hong Kong dollars in the midterm, an increase of about 469% year-on-year.

3) Buyback Dynamics

$TENCENT (00700.HK)$Acquired 2.68 million shares with a total cost of 1.001 billion Hong Kong dollars, at a repurchase price range of 371.4-377.6 Hong Kong dollars.

$AIA (01299.HK)$Acquired 1.1978 million shares with a total cost of 62.3758 million Hong Kong dollars, at a repurchase price range of 51.85-52.45 Hong Kong dollars.

$HANG SENG BANK (00011.HK)$Acquired 0.228 million shares with a total cost of about 20.9339 million Hong Kong dollars, at a repurchase price range of 91.1-92.15 Hong Kong dollars.

Focus on hotspots:

On the eve of the Federal Reserve’s annual meeting, the emerging market currency index hit a historical high.

As the prospect of the Federal Reserve launching interest rate cuts becomes increasingly clear, emerging market currencies have risen sharply on Monday. The MSCI Emerging Market Currency Index hit a new historical high, with offshore RMB appreciating by more than 300 points. Traders are betting on Powell's speech this week and next month's interest rate meeting.

National Development and Reform Commission: Approve five nuclear power projects including phase one project at Xupu, Jiangsu.

On August 19, Premier **** hosted the executive meeting of the State Council. The meeting approved the "Opinions on Promoting High-level Opening-up to Promote High-quality Development of Service Trade" and the "Special Management Measures for Access of Foreign Investment (Negative List) (2024 Edition)". The meeting approved the draft regulations on filing and review of laws and regulations and the draft regulations on urban public transportation. It also studied policy measures to promote the high-quality development of specialized, special, and new small and medium-sized enterprises and approved five nuclear power projects, including the first phase of the Xupu project in Jiangsu.

Trump: If elected, will consider letting Musk serve as cabinet or advisory role.

Former US President Trump said that if elected as the next US president, he will consider cancelling the $7,500 electric car tax credit and will consider letting Musk serve as a cabinet or advisory role, if he is willing.

As a representative of hawks among Federal Reserve officials, Minneapolis Fed President Kashkari said he is open to a rate cut in September, but the rate cut should not exceed 25 basis points.

As a representative of hawks among Federal Reserve officials, Minneapolis Fed President Kashkari said he is open to a rate cut in September, but the rate cut should not exceed 25 basis points.

ECB board member Lane: The recent increase in downside risks to eurozone growth enhances the rationale for rate cut in September.

ECB board member Lane said that there are no signs of a clear rebound in the manufacturing sector, and that industrial production may not be as temporary as expected. The recent increase in downside risks to eurozone growth further enhances the rationale for the ECB to cut rates in September.

The prices of two major crude oil futures fell more than 2%, due to the easing of crude supply concerns as the US pushed for a ceasefire agreement in Gaza, and the market's weak demand outlook. WTI crude oil futures settlement price fell 2.97% to $74.37 per barrel. Brent crude oil futures settlement price fell 2.54% to $77.66 per barrel.

As the US pushed for a Gaza ceasefire to ease concerns about oil supply and weak demand prospects put pressure on the oil market. WTI crude oil futures settlement price fell 2.97%, closing at $74.37 per barrel. Brent crude oil futures settlement price fell 2.54%, closing at $77.66 per barrel.

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

As of August 20th, $HSI Futures Current Contract (HSIcurrent.HK)$ As of August 20, it closed at 17,741 points, up 133 points or 0.755%, with a high of 171 points. The total number of open contracts was 113,604, a decrease of 19,598; the net number of open contracts was 35,106, a decrease of 4,646.

Hang Seng Index Bull & Bear Certificates

As of August 20, the latest bull and bear street cargo ratio for the Hang Seng Index was 51:49.

According to the distribution chart of bull and bear certificates on the Hang Seng Index, the heavy bear cargo zone and the highest new addition are both in the 18,000-18,100 range. The latest bear certificate quantity in this range is 1,097, an increase of 351 from the previous trading day.

The heavy long-term area and the largest addition for bull certificates were in the range of 17,100-17,200. The latest number of bull certificates in this range was 1,061, an increase of 841 from the previous trading day.

Editor/new

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