Focus on the Hong Kong and US stock earnings season

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Hong Kong Stock Market Outlook | In Q2, after adjustment, Kuaishou's net profit increased by 73.7% to 4.679 billion yuan; Xpeng's Q2 revenue was 8.11 billion yuan, a year-on-year increase of 60.2%.

Futu News · Aug 21 08:19

港股要闻

1）公司要闻

$中国电信 (00728.HK)$：7月移动用户数约4.19亿户，当月净增221万户，当年累计净增1129万户。

$中国移动 (00941.HK)$：7月移动业务用户数10.01亿户，本月净增55.9万户，当年累计净增客户数981.5万户。

$国鸿氢能 (09663.HK)$：实施H股全流通获联交所授出上市批准。

$翰森制药 (03692.HK)$：B7-H3靶向抗体药物偶联物HS-20093 获FDA突破性疗法认定。

2）业绩速递

$中国电信 (601728.SH)$：上半年营收约2660亿元，同比增长2.8%；净利润为218亿元，同比增长8.2%。期内，移动用户数净增908万户，用户规模达到4.17亿户，移动用户ARPU达到46.3元。

$快手-W (01024.HK)$：上半年收入为603.83亿元，同比增长14%；净利润81亿元，同比增长1238.8%。二季度实现收入309.75亿元，同比增长11.6%；净利润为39.8亿元，同比增长168.7%；经调整净利润为46.79亿元，同比增长73.7%。

$中石化油服 (01033.HK)$：上半年营收368.21亿元，同比减少0.8%；净利润4.52亿元，同比增加38.6%。

$舜宇光学科技 (02382.HK)$：上半年收入约188.6亿元，同比增加约32.1%；净利润约10.79亿元，同比增加约147.1%；毛利率则约17.2%，较去年同期增加约2.3个百分点。

$小鹏汽车-W (09868.HK)$：上半年总收入146.6亿元，同比增加61.2%；净亏损26.53亿元，同比收窄48.41%。期内，汽车交付量为5.20万辆，同比增加25.6%。二季度营收81.1亿元，同比增长60.2%，调整后的净亏损为12.2亿元，而上年同期净亏损26.7亿元。

$华住集团-S (01179.HK)$：上半年总收入为114.26亿元，同比增长14.15%；净利润17.26亿元。二季度总收入61.48亿元，同比增加11.18%；净利润10.67亿元，同比增加5.12%。

$同程旅行 (00780.HK)$：上半年收入81.12亿元，同比增加48.8%；净利润8.3亿元，同比增加13.15%。公司平均月付费用户分别同比增长0.7%及1.9%至4250万人及4260万人。

$中海石油化学 (03983.HK)$：上半年销售收入60.07亿元，同比减少2.74%；净利润6.87亿元，同比减少59.96%。

$中广核新能源 (01811.HK)$：上半年收入9.82亿美元，同比减少19.7%；净利润1.835亿美元，同比减少7.3%。

$金山软件 (03888.HK)$：上半年收入46.11亿元，同比增加10.73%；净利润6.78亿元，同比增加171.68%。

$泡泡玛特 (09992.HK)$：上半年收入45.58亿元，同比增速62.0%；净利润9.21亿元，同比增长93.3%。

$森松国际 (02155.HK)$：上半年收入34.77亿元，同比减少5.8%；净利润3.74亿元，同比减少11.21%。

$平安好医生 (01833.HK)$：上半年收入20.93亿元，净利润5665万元，同比扭亏为盈。

$金山云 (03896.HK)$：二季度收入18.92亿元，同比增加3.07%；净亏损3.53亿元，同比减少29.27%。

$迈富时 (02556.HK)$：上半年收入7.39亿元，同比增长26.7%；净亏损8.2亿元，同比扩大1112.0%。

$越秀服务 (06626.HK)$：上半年总收入19.6亿元，同比增长29.7%；净利润2.78亿元，同比增长12.1%。

$融创中国 (01918.HK)$：预计上半年净亏损150亿元，主要由于市场下行，公司结转收入大幅减少并计提拨备。

$雅居乐集团 (03383.HK)$：发布盈警，预计中期净亏损同比扩大至约85亿元至90亿元。

$弘阳地产 (01996.HK)$：预计上半年净亏损约15亿-20亿元。

$宝龙地产 (01238.HK)$：预计上半年亏损19亿元至21亿元。

$香港中旅 (00308.HK)$：预计上半年净利润同比下降超过60%。

$归创通桥-B (02190.HK)$：上半年收入约3.66亿元，同比增长59%；净利润6886.5万元，同比扭亏为盈。主要归因于神经血管和外周血管介入器械分部的销售额高速增长。

$宝龙商业 (09909.HK)$：上半年收入13.33亿元，预计净利润1.93亿元至1.97亿元，同比减少约23.5%至25.1%。

3）回购动态

$绿色动力环保 (01330.HK)$：近期获股东长城人寿增持1485万股H股，持股比例增至6.10%。

$腾讯控股 (00700.HK)$：斥资10.01亿港元回购270万股，回购价369.00-373.60港元。

$友邦保险 (01299.HK)$：斥资约1.93亿港元回购370万股，回购价51.85-52.4港元。

$汇丰控股 (00005.HK)$：斥资1.31亿港元回购197.64万股，回购价65.9-66.5港元。

热点聚焦

三大指数小幅收跌，标普500、纳指结束八连涨

美东时间周二，美股三大指数集体收跌，结束了近期的连涨势头，在杰克逊霍尔央行年会召开之前，投资者保持谨慎。

截至收盘，道指跌61.56点，跌幅为0.15%，报40834.97点；纳指跌59.83点，跌幅为0.33%，报17816.94点；标普500指数跌11.13点，跌幅为0.20%，报5597.12点。

大型科技股涨跌不一，英伟达跌超2%，Meta、特斯拉跌幅不足1%，微软、苹果、谷歌涨幅不足1%。

热门中概股普跌，纳斯达克中国金龙指数跌3.95%。唯品会跌超17%，爱奇艺跌超7%，微博跌超6%，小鹏汽车、理想汽车、蔚来跌超5%，京东跌超4%，满帮、阿里巴巴跌超3%。

欧盟对华电动汽车反补贴调查终裁披露，商务部回应

商务部新闻发言人表示，中方多次指出，欧方对华电动汽车反补贴调查预设结论，在调查各环节的做法均违背其承诺的“客观、公正、非歧视、透明”原则，也不符合世贸组织规则，是以“公平竞争”为名行“不公平竞争”之实。

《黑神话：悟空》火爆，业内：全平台销量有望达到500万至700万套

国产游戏大作《黑神话：悟空》昨日10时正式上线，并在PS5和PC平台全球同步解锁。据SteamDB数据，上线一小时左右，《黑神话：悟空》Steam同时在线玩家数已突破100万，超越《艾尔登法环》《博德之门3》。根据国游畅销榜统计，截至昨晚8时，《黑神话：悟空》总销量超过450万份，总销售额超过15亿元。多位游戏行业从业者预测《黑神话：悟空》的全平台销量有望达到500万至700万套，按照268元的最低销售价格，该游戏的买断制销售流水就在13.4亿元至18.76亿元。

沃尔玛拟出售京东价值37.4亿美元的股份

外媒援引知情人士报道， $沃尔玛 (WMT.US)$ 拟以每股24.85美元至25.85美元的价格出售 $京东 (JD.US)$ 的股票。消息人士称，沃尔玛寻求出售1.445亿股京东股票，按最高要价计算沃尔玛可筹资37.4亿美元。数据显示，沃尔玛是京东最大股东。京东美股周二收于28.19美元/股，在盘后交易中下跌约10%。两家公司均未就此事置评。

恒指夜期收盘

截至8月21日， $恒指当月期货 (HSIcurrent.HK)$ 收报17360点，下跌173点或0.99%，低水151点，未平仓合约总数为115639张。

恒指牛熊证

截至8月21日，恒指最新的牛熊街货比例为52:48。

恒指牛熊证街货分布图中的数据显示，熊证街货重货区在18000-18099区间，该区间最新熊证数量为1072张，较上一交易日减少25张；最多新增在17900-17999区间，该区间最新熊证数量为790张，较上一交易日增加186张。

牛证街货重货区和最多新增都在17100-17199区间，该区间最新牛证数量为1289张，较上一交易日增加228张。

编辑/emily

Hong Kong Stock Market News:

1) Company News

$CHINA TELECOM (00728.HK)$In July, the mobile user base was approximately 419 million households, with a net increase of 2.21 million households. The net increase for the year to date was 11.29 million households. The number of mobile business users in July was 1.001 billion households, with a net increase of 0.559 million households. The net increase for the year to date was 9.815 million customers.

$CHINA MOBILE (00941.HK)$In July, the number of mobile business users was 1.001 billion, with a net increase of 0.559 million this month and a cumulative net increase of 9.815 million customers this year.

$SINOSYNERGY (09663.HK)$H-share full circulation implementation was approved for listing by the Hong Kong Stock Exchange.

$HANSOH PHARMA (03692.HK)$B7-H3 targeted antibody drug conjugate HS-20093 was granted breakthrough therapy designation by the FDA.

Business performance update:

$China Telecom Corporation (601728.SH)$In the first half of the year, the revenue was approximately 266 billion yuan, an increase of 2.8% year-on-year; the net income was 21.8 billion yuan, an increase of 8.2% year-on-year. During the period, the net increase of mobile users was 9.08 million households, and the user scale reached 0.417 billion households. The mobile user ARPU reached 46.3 yuan.

$KUAISHOU-W (01024.HK)$In the first half of the year, the revenue was 60.383 billion yuan, a year-on-year increase of 14%. Net income was 8.1 billion yuan, a year-on-year increase of 1238.8%. In the second quarter, revenue was 30.975 billion yuan, a year-on-year increase of 11.6%. Net income was 3.98 billion yuan, a year-on-year increase of 168.7%. The adjusted net income was 4.679 billion yuan, a year-on-year increase of 73.7%.

$SINOPEC SSC (01033.HK)$In the first half of the year, revenue was 36.821 billion yuan, a year-on-year decrease of 0.8%. Net income was 0.452 billion yuan, a year-on-year increase of 38.6%.

$SUNNY OPTICAL (02382.HK)$In the first half of the year, the revenue was approximately 18.86 billion yuan, a year-on-year increase of approximately 32.1%. Net income was approximately 1.079 billion yuan, a year-on-year increase of approximately 147.1%. The gross margin was approximately 17.2%, an increase of approximately 2.3 percentage points compared to the same period last year.

$XPENG-W (09868.HK)$In the first half of the year, total revenue was 14.66 billion yuan, a year-on-year increase of 61.2%. The net loss was 2.653 billion yuan, a year-on-year narrowing of 48.41%. During the period, the delivery volume of autos was 0.052 million, a year-on-year increase of 25.6%. In the second quarter, revenue was 8.11 billion yuan, a year-on-year increase of 60.2%. The adjusted net loss was 1.22 billion yuan, while the net loss in the same period last year was 2.67 billion yuan.

$HWORLD-S (01179.HK)$In the first half of the year, total revenue was 11.426 billion yuan, a year-on-year increase of 14.15%. Net income was 1.726 billion yuan. In the second quarter, total revenue was 6.148 billion yuan, a year-on-year increase of 11.18%. Net income was 1.067 billion yuan, a year-on-year increase of 5.12%.

$TONGCHENGTRAVEL (00780.HK)$In the first half of the year, revenue was 8.112 billion yuan, a year-on-year increase of 48.8%. Net income was 0.83 billion yuan, a year-on-year increase of 13.15%. The company's average monthly paid users increased by 0.7% and 1.9%, respectively, to 42.5 million and 42.6 million.

$CHINA BLUECHEM (03983.HK)$In the first half of the year, sales revenue was 6.007 billion yuan, a year-on-year decrease of 2.74%. Net income was 0.687 billion yuan, a year-on-year decrease of 59.96%.

$CGN NEW ENERGY (01811.HK)$In the first half of the year, revenue was 0.982 billion US dollars, a year-on-year decrease of 19.7%. Net income was 0.1835 billion US dollars, a year-on-year decrease of 7.3%.

$KINGSOFT (03888.HK)$In the first half of the year, revenue was 4.611 billion yuan, a year-on-year increase of 10.73%. Net income was 0.678 billion yuan, a year-on-year increase of 171.68%.

$POP MART (09992.HK)$In the first half of the year, revenue was 4.558 billion yuan, with a growth rate of 62.0% year-on-year. Net income was 0.921 billion yuan, a year-on-year increase of 93.3%.

$MORIMATSU INTL (02155.HK)$In the first half of the year, revenue was 3.477 billion yuan, a year-on-year decrease of 5.8%. Net income was 0.374 billion yuan, a year-on-year decrease of 11.21%.

$PA GOODDOCTOR (01833.HK)$In the first half of the year, revenue was 2.093 billion yuan. Net income was 56.65 million yuan, reversing a year-on-year loss.

$KINGSOFT CLOUD (03896.HK)$In the second quarter, revenue was 1.892 billion yuan, a year-on-year increase of 3.07%. The net loss was 0.353 billion yuan, a year-on-year decrease of 29.27%.

$MARKETINGFORCE (02556.HK)$Revenue in the first half of the year was 0.739 billion yuan, a year-on-year increase of 26.7%; net loss was 0.82 billion yuan, a year-on-year expansion of 1112.0%.

$YUEXIU SERVICES (06626.HK)$Total revenue for the first half of the year was 1.96 billion yuan, a year-on-year increase of 29.7%; net profit was 0.278 billion yuan, a year-on-year increase of 12.1%.

$SUNAC (01918.HK)$Expected net loss for the first half of the year is 1.5 billion yuan, mainly due to market downturn, significant reduction of recognized revenue, and provision for impairment.

$AGILE GROUP (03383.HK)$Announced profit warning, expected net loss for the mid-term to expand to about 8.5 billion yuan to 9 billion yuan compared to the same period of last year.

$RSUN PPT (01996.HK)$Expected net loss for the first half of the year is about 1.5 billion to 2 billion yuan.

$POWERLONG (01238.HK)$Expected net loss for the first half of the year is 1.9 billion yuan to 2.1 billion yuan.

$CHINA TRAVEL HK (00308.HK)$Expected net profit for the first half of the year to drop by more than 60% compared to the same period of last year.

$ZYLOXTB-B (02190.HK)$Revenue for the first half of the year was about 0.366 billion yuan, a year-on-year increase of 59%; net profit was 68.865 million yuan, turning losses into gains. This is mainly due to the rapid growth in sales of the nerve and peripheral vascular interventional medical devices division.

$POWERLONG CM (09909.HK)$Revenue for the first half of the year was 1.333 billion yuan, and the expected net profit was 0.193 billion yuan to 0.197 billion yuan, a year-on-year decrease of about 23.5% to 25.1%.

3) Buyback Dynamics

$DYNAGREEN ENV (01330.HK)$Recently, shareholder Great Wall Life Insurance increased its shareholding by 14.85 million H shares, increasing its shareholding to 6.10%.

$TENCENT (00700.HK)$Buybacked 2.7 million shares at the cost of 1.001 billion HKD, with the repurchase price ranging from 369.00 to 373.60 HKD.

$AIA (01299.HK)$Buybacked 3.7 million shares at the cost of about 0.193 billion HKD, with the repurchase price ranging from 51.85 to 52.4 HKD.

$HSBC HOLDINGS (00005.HK)$Buybacked 1.9764 million shares at the cost of 0.131 billion HKD, with the repurchase price ranging from 65.9 to 66.5 HKD.

Focus on hotspots:

Three major indexes fell slightly, S&P 500 and Nasdaq ended eight consecutive gains.

On Tuesday EST, the three major indexes of US stocks fell collectively, ending the recent upward trend. Investors remained cautious ahead of the Jackson Hole central bank annual gathering.

At the close, the Dow Jones fell 61.56 points, or 0.15%, to 40,834.97 points. The Nasdaq fell 59.83 points, or 0.33%, to 17,816.94 points. The S&P 500 index fell 11.13 points, or 0.20%, to 5,597.12 points.

Large technology stocks were mixed, with Nvidia down more than 2%, Meta and Tesla down less than 1%, and Microsoft, Apple, and Google up less than 1%.

China concept stocks are generally down, with Nasdaq Golden Dragon Index in China falling 3.95%. Vipshop fell more than 17%, iqiyi fell more than 7%, Weibo fell more than 6%, xpeng, li auto inc and Nio Inc each fell more than 5%, JD.com fell more than 4%, Full Truck Alliance and Alibaba both fell more than 3%.

The European Union's decision on the anti-subsidy investigation of electric vehicles against China has been announced, and the Ministry of Commerce has responded.

The spokesperson of the Ministry of Commerce stated that China has repeatedly pointed out that the European side has preconceived conclusions in the anti-subsidy investigation of electric vehicles against China, and that its practices in various aspects of the investigation violate the principle of "objectivity, fairness, non-discrimination, and transparency" that it promised, and also do not comply with the rules of the World Trade Organization. It claims to uphold "fair competition" but practices "unfair competition".

"Black Myth: Wukong" is popular, and the industry predicts that it may achieve sales of 5-7 million copies across all platforms.

The domestic game "Black Myth: Wukong" was officially launched at 10 o'clock yesterday and was simultaneously unlocked globally on the PS5 and PC platforms. According to SteamDB data, after about an hour of launch, the number of simultaneous online players of "Black Myth: Wukong" on Steam has exceeded 1 million, surpassing "Elden Ring" and "Baldur's Gate 3". According to statistics from the national game's bestseller list, as of 8 pm yesterday, the total sales of "Black Myth: Wukong" exceeded 4.5 million copies, and the total sales exceeded 1.5 billion yuan. Several practitioners in the gaming industry predict that the total sales of "Black Myth: Wukong" across all platforms may reach 5-7 million copies, and at the minimum selling price of 268 yuan, the buyout sales revenue of the game is between 1.34 billion yuan and 1.876 billion yuan.

Walmart plans to sell JD.com shares worth $3.74 billion.

According to insider reports cited by foreign media, Walmart plans to sell its shares of jd.com at a price of $24.85 to $25.85 per share. Sources said that Walmart is seeking to sell 0.1445 billion shares of jd.com, which could raise $3.74 billion based on the highest price. Data shows that Walmart is the largest shareholder of jd.com. On Tuesday, jd.com's US stocks closed at $28.19 per share, falling about 10% in after-hours trading. Neither company has commented on this matter. $Walmart (WMT.US)$ Intending to sell at a price of $24.85 to $25.85 per share. $JD.com (JD.US)$ Please use your Futubull account to access the feature.

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

As of August 21, $HSI Futures Current Contract (HSIcurrent.HK)$ As of August 21, the index closed at 17360 points, down 173 points or 0.99%, with a low of 151 points, and the total number of open positions was 115,639 contracts.

Hang Seng Index Bull & Bear Certificates

As of August 21, the latest bull-bear street cargo ratio of the Hang Seng Index was 52:48.

According to the distribution map of bull and bear certificates street cargo of the Hang Seng Index, the heavy bear certificate cargo zone is in the range of 18000-18099, with the latest bear certificate quantity in this range being 1,072, a decrease of 25 from the previous trading day. The most newly added zone is in the range of 17900-17999, with the latest bear certificate quantity in this range being 790, an increase of 186 from the previous trading day. The heavy bull certificate cargo zone and the most newly added ones are both in the range of 17100-17199, with the latest bull certificate quantity in this range being 1,289, an increase of 228 from the previous trading day.

The heaviest trading in NiuZheng Street is in the 17,100-17,199 range, with the latest number of trading certificates in this range being 1,289, an increase of 228 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.