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.
![](https://postimg.futunn.com/news-editor-imgs/20240822/public/17242839479283721197480.png)
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.
![](https://postimg.futunn.com/news-editor-imgs/20240822/public/1724284047040547100918.png)
Editor/new