Focus on CHK and US stocks

Hong Kong Stock Opportunity Tracker | Xiaomi's second quarter revenue increased by nearly 30%, with a gross margin of 15.4% for autos; Latest exposure! Duan Yongping increased his holdings of Alibaba and Tencent.

港股要闻

1）公司要闻

$小米集团-W (01810.HK)$：上半年，实现收入约1643.95亿元，同比增长29.6%；净利润约92.43亿元，同比增长17.3%。二季度收入约888.88亿元，创历史新高，同比增长32%。净利润约50.7亿元，同比增长38.3%。

智能汽车等创新业务：交付提速，全年10万辆交付目标预计11月完成，第二季度交付27307辆，收入64亿，毛利率15.4％；亏损18亿，还在高投入阶段。

$京东集团-SW (09618.HK)$ ：截至8月20日沃尔玛不再持有公司股权

京东集团公告，公司知悉WalmartInc.及其关联公司沃尔玛于2024年8月20日（美国东部时间）就沃尔玛出售公司股份的事宜向证券交易委员会提交了附表13G/A（「附表13G/A」）。根据附表13G/A，截至2024年8月20日止（美国东部时间），沃尔玛不再持有公司股权。
此外，京东于2024年8月21日耗资约3.9亿美元回购其股票，并已充分使用2024年3月批准的30亿美元股票回购计划的回购限额。

$中广核电力 (01816.HK)$：上半年营收约393.77亿元，同比增长0.3%；净利润约71.09亿元，同比增长2.2%。

截至2024年6月30日，公司运营管理的在运核电机组共28台，装机容量为31,756兆瓦，实现上网电量106,009.67吉瓦时，同期增长0.09%。

于2024年8月21日，董事会审议并通过工程公司和设计公司与宁德第二核电订立工程总承包合同的决议案，项目暂定总价款为约325.36亿元。

$药明生物 (02269.HK)$：2024年上半年公司实现收益人民币85.74亿元，同比增长1%；净利润14.99亿元，同比减少33.9%

$恒基地产 (00012.HK)$：上半年收入117.62亿港元，同比增加14.44%；净利润31.74亿港元，同比减少46.72%。

$海丰国际 (01308.HK)$：上半年收入约为13亿美元，同比增加约3.8%；净利润约3.51亿美元，同比增长13.01%。主要由于期内集装箱运量同比增加约10.0%。

$鹰君 (00041.HK)$：上半年综合总收入52.94亿港元，同比增加4.2%；净亏损9.86亿港元，同比由盈转亏。

$滨海投资 (02886.HK)$：上半年收入约34.95亿港元，同比增长12%；净利润约1.68亿港元，同比增长0.89%。

$珍酒李渡 (06979.HK)$：上半年收入约41.33亿元，同比增长17.5%；净利润7.52亿元，同比减少52.6%。

$万国数据-SW (09698.HK)$：二季度净收入同比增加14.3%至28.264亿元，净亏损约2.32亿元。

$中国东方教育 (00667.HK)$：上半年收入19.83亿元，同比增加1.6%；净利润2.72亿元，同比增加33.2%。截至2024年6月30，招收新生人数及新客户注册人数同比减少约7.7%。

$电视广播 (00511.HK)$：上半年收入约15.13亿港元，同比减少3.05%；净亏损1.43亿港元，同比收窄64.73%。

$中国中药 (00570.HK)$：预计中期净利润同比下降60%-70%。

$乐普生物-B (02157.HK)$：上半年收入1.33亿元，同比下降13.2%；净亏损1.92亿元，同比扩大35.6%。

2）回购动态

$友邦保险 (01299.HK)$：斥资3.23亿港元回购626.98万股，回购价为51.15-51.95港元。

$腾讯控股 (00700.HK)$：斥资10.02亿港元回购270万股，回购价为365.4-373.6港元。

$快手-W (01024.HK)$：斥资2.84亿港元回购714.95万股，回购价格每股39.1-42.6港元。

热点聚焦

最新曝光！段永平加仓阿里、腾讯

近日，一家叫做H&H International Investment发布了最新的美股持仓，规模达到166.32亿美元（约合1200亿人民币），该基金被认为是由段永平掌管。二季度该基金最大的动作是加仓 $西方石油 (OXY.US)$ 和 $阿里巴巴 (BABA.US)$ ，分别加仓35.97%和7.9%，期末持股市值分别为4.54亿美元和9726万美元。

此外，近期段永平在投资论坛频频谈及腾讯，称“开始卖点腾讯的put（卖出看跌期权，实际上是看涨）”。

涉及人工智能、新型能源等领域，中办、国办发文完善市场准入制度

中共中央办公厅、国务院办公厅近日印发《关于完善市场准入制度的意见》。《意见》明确聚焦深海、航天、航空、生命健康、新型能源、人工智能、自主可信计算、信息安全、智慧轨道交通、现代种业等新业态新领域。

两部门：到2027年能源重点领域设备投资规模较2023年增长25%以上

国家发展改革委办公厅、国家能源局综合司印发《能源重点领域大规模设备更新实施方案》的通知，其中提到，目标到2027年，能源重点领域设备投资规模较2023年增长25%以上，重点推动实施煤电机组节能改造、供热改造和灵活性改造“三改联动”，输配电、风电、光伏、水电等领域实现设备更新和技术改造。

美联储会议纪要：政策制定者强烈倾向于9月降息

周三公布的美联储会议纪要显示，绝大多数人表示，如果经济数据继续符合预期，那么在下次会议上降息可能是合适的。

美国截至3月的一年非农就业总人数下修81.8万人

美国截至3月的一年非农就业总人数下修81.8万人，下修幅度0.5%，按比例则折合每月减少约6.8万人。“美联储传声筒”Nick Timiraos在社交媒体评论称，数据显示美国就业增长确实不如此前每月报道的那么强劲。

日本下任首相黑马人选：支持日本央行加息！

加藤胜信表示，进一步加息是日本未来应该追求的目标，应致力于保持利率和物价持续波动，但同时要谨慎行事。

恒指夜期收盘

截至8月22日， $恒指当月期货 (HSIcurrent.HK)$ 收报17514点，上涨139点或0.8%，高水123点。未平仓合约总数为120209张，减少11212张；未平仓合约净数报31313张，减少2265张。

恒指牛熊证

截至8月22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17700-17799区间，该区间最新熊证数量为892张，较上一交易日增加159张；最多新增在17600-17699区间，该区间最新熊证数量为397张，较上一交易日增加327张。

牛证街货重货区和在17100-17199区间，该区间最新牛证数量为865张，较上一交易日减少424张；最多新增在16900-16999区间，该区间最新牛证数量为683张，较上一交易日增加247张。

编辑/new

Hong Kong Stock Market News:

1) Company News

$XIAOMI-W (01810.HK)$: In the first half of the year, the company achieved a revenue of about 164.395 billion yuan, a year-on-year increase of 29.6%; a net profit of about 9.243 billion yuan, a year-on-year increase of 17.3%. The revenue in the second quarter was about 88.888 billion yuan, hitting a record high, with a year-on-year increase of 32%. The net profit was about 5.07 billion yuan, a year-on-year increase of 38.3%.

Innovation businesses such as smart automobiles: Accelerated delivery, the annual target of 0.1 million deliveries is expected to be completed in November, with 27,307 deliveries in the second quarter, revenue of 6.4 billion, and a gross margin of 15.4%; a loss of 1.8 billion, still in a high investment phase.

$JD-SW (09618.HK)$ As of August 20th, Walmart no longer holds company shares.

JD Group announced that the company has learned that Walmart Inc. and its related company Walmart submitted Schedule 13G/A to the Securities and Exchange Commission on August 20, 2024 (Eastern Time) regarding the sale of the company's shares. According to Schedule 13G/A, as of August 20, 2024 (Eastern Time), Walmart no longer holds company shares.
In addition, JD.com spent approximately 0.39 billion US dollars to repurchase its own stocks on August 21, 2024, and has fully utilized the repurchase limit of the approved 3 billion US dollar stock repurchase plan in March 2024.

$CGN POWER (01816.HK)$In the first half of the year, the revenue was about 39.377 billion yuan, a year-on-year growth of 0.3%; the net income was about 7.109 billion yuan, a year-on-year growth of 2.2%.

As of June 30, 2024, the company operates a total of 28 operating nuclear power units with an installed capacity of 31,756 megawatts, achieving a grid-connected power output of 106,009.67 gigawatt-hours, a year-on-year increase of 0.09%.

On August 21, 2024, the board of directors reviewed and approved the resolution for the engineering company and design company to enter into an engineering general contracting agreement with Ningde Second Nuclear Power, with a provisional total price of approximately 32.536 billion yuan.

$WUXI BIO (02269.HK)$In the first half of 2024, the company achieved revenue of 8.574 billion yuan, a year-on-year growth of 1%; net income of 1.499 billion yuan, a year-on-year decrease of 33.9%.

$HENDERSON LAND (00012.HK)$In the first half of the year, revenue was 11.762 billion Hong Kong dollars, a year-on-year increase of 14.44%; net income was 3.174 billion Hong Kong dollars, a year-on-year decrease of 46.72%.

$SITC (01308.HK)$In the first half of the year, revenue was approximately 1.3 billion US dollars, an increase of about 3.8% year-on-year; net income was approximately 0.351 billion US dollars, a year-on-year increase of 13.01%. Mainly due to a 10.0% year-on-year increase in container shipping volume during the period.

$GREAT EAGLE H (00041.HK)$In the first half of the year, the total comprehensive income was 5.294 billion Hong Kong dollars, a year-on-year increase of 4.2%; a net loss of 0.986 billion Hong Kong dollars turned from profit to loss year-on-year.

$BINHAI INV (02886.HK)$In the first half of the year, revenue was approximately 3.495 billion Hong Kong dollars, a year-on-year growth of 12%; net profit was approximately 0.168 billion Hong Kong dollars, a year-on-year increase of 0.89%.

$ZJLD (06979.HK)$In the first half of the year, the revenue was approximately 4.133 billion yuan, an increase of 17.5% year-on-year; the net profit was 0.752 billion yuan, a decrease of 52.6% year-on-year.

$GDS-SW (09698.HK)$In the second quarter, the net income increased by 14.3% year-on-year to 2.8264 billion yuan, and the net loss was approximately 0.232 billion yuan.

$CHINA EAST EDU (00667.HK)$In the first half of the year, the revenue was 1.983 billion yuan, an increase of 1.6% year-on-year; the net profit was 0.272 billion yuan, an increase of 33.2% year-on-year. As of June 30, 2024, the number of new student enrollments and new customer registrations decreased by approximately 7.7% year-on-year.

$TVB (00511.HK)$In the first half of the year, the revenue was approximately 1.513 billion HKD, a decrease of 3.05% year-on-year; the net loss was 0.143 billion HKD, a narrowing of 64.73% year-on-year.

$TRAD CHI MED (00570.HK)$: It is expected that the mid-term net profit will decrease by 60%-70% year-on-year.

$LEPU BIO-B (02157.HK)$: In the first half of the year, the revenue was 0.133 billion yuan, a year-on-year decrease of 13.2%; the net loss was 0.192 billion yuan, a year-on-year expansion of 35.6%.

2) Repurchase Dynamics

$AIA (01299.HK)$: Spending 0.323 billion Hong Kong dollars to buy back 6.2698 million shares, with a buyback price of 51.15-51.95 Hong Kong dollars.

$TENCENT (00700.HK)$: Spending 1.002 billion Hong Kong dollars to buy back 2.7 million shares, with a buyback price of 365.4-373.6 Hong Kong dollars.

$KUAISHOU-W (01024.HK)$: The company spent 0.284 billion Hong Kong dollars to buy back 7.1495 million shares at a repurchase price of HKD 39.1-42.6 per share.

Focus on hotspots:

Latest exposure! Duan Yongping increased his holdings in Alibaba and Tencent.

Recently, a company called H&H International Investment released its latest US stock holdings, amounting to 16.632 billion US dollars (approximately 120 billion RMB), which is believed to be managed by Duan Yongping. The fund's biggest move in the second quarter was an increase in holdings. $Occidental Petroleum (OXY.US)$ and $Alibaba (BABA.US)$ The increase in positions were 35.97% and 7.9% respectively, with year-end holdings valued at 0.454 billion US dollars and 97.26 million US dollars.

In addition, recently, Duan Yongping frequently mentioned tencent in investment forums, saying "start selling tencent's put (selling put options, actually betting on a rise)".

Involving fields such as artificial intelligence, new energy, etc., the Central Committee and the State Council issued a document to improve the market access system.

The General Office of the Communist Party of China Central Committee and the General Office of the State Council recently issued the "Opinions on Improving the Market Access System." The "Opinions" clearly focus on new formats and fields such as deep sea, aerospace, aviation, life and health, new energy, artificial intelligence, independent and trusted computing, information security, smart rail transportation, and modern seed industry.

Two departments: by 2027, the investment scale of equipment in key energy areas will increase by more than 25% compared to 2023.

The notice issued by the General Office of the National Development and Reform Commission and the Comprehensive Department of the National Energy Administration mentioned that by 2027, the investment scale of equipment in key energy areas will increase by more than 25% compared to 2023. The focus will be on promoting the implementation of the "Three Transformation Linkages" of energy-saving transformation, heating transformation, and flexibility transformation in coal-fired power units. In addition, equipment renewal and technological transformation will be carried out in the fields of power transmission, wind power, photovoltaics, hydroelectric power, and more.

Federal Reserve meeting minutes: policymakers strongly inclined to cut interest rates in September.

The minutes of the Federal Reserve meeting announced on Wednesday showed that the vast majority of participants indicated that if the economic data continue to meet expectations, then a rate cut at the next meeting may be appropriate.

The total number of non-farm employment in the United States as of March was revised down by 0.818 million people.

The total number of non-farm employment in the United States as of March was revised down by 0.818 million people, a decrease of 0.5%. Proportionally, this is equivalent to a monthly decrease of about 0.068 million people. "Federal Reserve megaphone" Nick Timiraos commented on social media that the data shows that job growth in the United States is not as strong as previously reported every month.

Dark horse candidate for the next Prime Minister of Japan: Supports the Bank of Japan raising interest rates!

Katsunobu Kato stated that further interest rate hikes should be the goal for Japan's future and should strive to maintain continuous fluctuations in interest rates and prices, but at the same time should proceed with caution.

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

As of August 22nd, $HSI Futures Current Contract (HSIcurrent.HK)$ the close was 17,514 points, up 139 points or 0.8%, with a high of 123 points. The total number of open positions was 120,209 contracts, a decrease of 11,212 contracts; the net number of open positions was 31,313 contracts, a decrease of 2,265 contracts.

Hang Seng Index Bull & Bear Certificates

As of August 22nd, the latest bull-bear ratio of the Hang Seng Index futures is 54:46.

According to the data in the bull-bear distribution chart of the Hang Seng Index futures, the heavy bear positions are in the range of 17,700-17,799, with a total of 892 bear positions, an increase of 159 positions compared to the previous trading day; the highest increase is in the range of 17,600-17,699, with a total of 397 bear positions, an increase of 327 positions compared to the previous trading day.

The heavy bull positions are in the range of 17,100-17,199, with a total of 865 bull positions, a decrease of 424 positions compared to the previous trading day; the highest increase is in the range of 16,900-16,999, with a total of 683 bull positions, an increase of 247 positions compared to the previous trading day.

Editor/new

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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.