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HK Stock Opportunity Tracking | August New Energy Vehicle Performance Released! Xiaomi has exceeded 10,000 for three consecutive months, and Ideal Auto Delivery has increased by 37.8% year-on-year. Miniso plans to repurchase no more than HKD 2 billion sha

Futu News · Sep 2 07:54

港股要闻

1）业绩速递

$工商银行 (01398.HK)$ ：上半年营收4019.99亿元，下降6.3%；净利润1712.96亿元，同比下降2.0%。

$建设银行 (00939.HK)$ ：上半年经营收入3748.31亿元，同比减少3.43%；净利润1643.26亿元，同比减少1.8%。

$农业银行 (01288.HK)$：上半年营业收入3671.4亿元，同比增长0.4%；净利润1358.92亿元，同比增长2%。

$中国光大银行 (06818.HK)$：上半年利息净收入481.11亿元，同比减少12.1%；净利润244.87亿元，同比增加1.72%。

$中国交通建设 (01800.HK)$：上半年收入3560.1亿元，同比减少2.56%；净利润120.22亿元，同比减少3.15%。

$中国铁建 (01186.HK)$：上半年营业收入约5161.37亿元，同比减少4.61%；净利润约119.02亿元，同比减少12.8%。

公告称，主要是报告期工程承包、规划设计咨询、工业制造、物资物流业务减少所致。期内新签合同总额11,006.217亿元，为年度计划的36.67%，同比下降19.02%。

$中国中铁 (00390.HK)$：上半年收入合计5445.22亿元，同比减少7.8%；净利润142.79亿元，同比减少12.1%。

$中国中免 (01880.HK)$：上半年收入为312.65亿元，同比减少12.81%；净利润约33.06亿元，同比减少15.4%。主要由于报告期内商品销售收入同比减少所致。

$华润燃气 (01193.HK)$：上半年营业额520.76亿港元，同比增长7.7%；净利润34.57亿港元，同比减少2.5%。

$广发证券 (01776.HK)$：上半年收入总额171.36亿元，同比减少5.25%；净利润约43.62亿元，同比减少3.88%。

$广汽集团 (02238.HK)$：上半年销售收入约462.55亿元；净利润约15.16亿元。毛利率较上年同期增加1.46%，主要因整车海外销量大幅增长且出口整车毛利较高等综合所致。

$雅居乐集团 (03383.HK)$：上半年营收211.37亿元，同比增加5.67%；亏损96.74亿元，同比增加116.18%。

$旭辉控股集团 (00884.HK)$：上半年收入202.06亿元，同比减少35.48%；毛利27.08亿元，同比减少45.44%。

$金辉控股 (09993.HK)$：上半年收入163.83亿元，同比减少10.71%；亏损19.27亿元。

$融信中国 (03301.HK)$：上半年142.02亿元，同比增加约6.55%。亏损约19.31亿元，同比收窄3.1%。

$易居企业控股 (02048.HK)$：上半年收入15.94亿元，同比减少30.68%；净亏损4.98亿元，同比减少31.34%。

期内，一手房代理服务收入同比减少36.6%；房地产数据及咨询服务收入同比减少15.9%；房地产经纪网络服务收入同比减少20.1%；数字营销服务收入同比减少40.2%。

$恒大物业 (06666.HK)$：上半年收入62.2亿元，同比增加1.2%；净利润5.01亿元，同比减少35.94%。期内累计新签约第三方面积超2100万平方米，同比上涨超40%。

2）公司要闻

$越秀地产 (00123.HK)$：越秀华城同意以70亿元向广州市土地开发中心交回广龙地块。

$加科思-B (01167.HK)$：与$艾力斯 (688578.SH)$就GLECIRASIB及JAB-3312订立独家对外许可协议。

根据协议，公司将于近期收取一笔约人民币2亿元的款项。此外，于达成若干研发、监管及商业里程碑时公司可获得最高达人民币7亿万元的开发及销售里程碑付款。公司亦有权向艾力斯收取 Glecirasib及JAB-3312两位数比例的净销售额提成。

$药明生物 (02269.HK)$：拟1.085亿美元收购药明海德余下30%股权。

$威胜控股 (03393.HK)$：附属威胜集团夺得约35.9万台智能电表的合约。

$兖矿能源 (01171.HK)$：前7月商品煤销量7872万吨，同比增加2.58%。

3）回购动态

$名创优品 (09896.HK)$：拟回购不超过20亿港元公司股份。

$汇丰控股 (00005.HK)$：斥资2.9亿港元回购426.12万股，回购价67.55-68.3港元。

$腾讯控股 (00700.HK)$：斥资10.02亿港元回购262万股，回购价385.40-377.00港元。

$阿里巴巴-W (09988.HK)$：斥资5997.3万美元回购592.26万股。

$微创脑科学 (02172.HK)$：拟在市场上进行股份回购计划，使用的最高资金总额不超过人民币2亿元(或等值港元)。

热点聚焦

三大指数齐涨！标普逼近历史新高，纳指涨超1%

上周五，三大指数集体收涨，纳指以逾1%涨幅领涨，道指再创历史新高，标普500指数涨1%，亦逼近历史高位。截至收盘，道琼斯指数涨0.55%，报41,563.08点；标普500指数涨1.01%，报5,648.40点；纳斯达克指数涨1.13%，报17,713.62点。

特朗普团队：若赢得大选将废除拜登的清洁能源政策

特朗普的竞选团队近日表示，如果特朗普再次入主白宫，他将废除现任总统拜登的许多清洁能源规定，同时加快发电厂的审批速度，以满足美国容易增长的电力需求；特朗普计划重振煤炭行业，还将对美国核能管理委员会进行现代化改造，加快批准新核电站，并延长现有核电站的使用寿命。

8月新能源车企成绩单：小米连续3个月超万，理想交付同比增长37.8%

8月， $小米集团-W (01810.HK)$ SU7交付量超10000台，目前已连续3个月达成破万交付目标； $理想汽车-W (02015.HK)$ 8月交付新车48122辆，同比增长37.8%；$零跑汽车 (09863.HK)$是第三家月销破3万的造车新势力； $蔚来-SW (09866.HK)$ 8月共交付20,176辆汽车，同比增长4.4%，环比下降1.6%；极氪 8月交付18015辆，同比增长46%，环比增长15%； $小鹏汽车-W (09868.HK)$ 8月智能电动车交付14036辆，同比增长3%，环比增长26%。

港股IPO呈现新格局！中资投行优势显现，外资投行退出C位，软件与服务行业IPO爆发式增长

据港交所数据统计，截至8月23日，港股市场共有43只新股上市，募资金额199.86亿港元。今年港股IPO市场呈现新格局，中资投行优势显现，外资投行身影消失，银行系投行开始发力。

从IPO保荐家数维度看，中金香港今年以来已保荐11家公司，占据市场份额超20%。港股IPO行业格局也发生了较大的变化。从IPO股权承销行业来看，港股IPO主要集中在软件与服务行业，其次是食品、运输、制药生物科技等。

恒指夜期收盘

截至8月31日， $恒指当月期货 (HSIcurrent.HK)$ 收报17785点，跌165点或0.92%，低水204点。

恒指牛熊证

截至8月31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，熊证街货重货区和最多新增都在18400-18499区间，该区间最新熊证数量为886张，较上一交易日增加668张。

牛证街货重货区和最多新增都在17700-17799区间，该区间最新牛证数量为637张，较上一交易日增加637张。

编辑/Somer

Hong Kong Stock Market News:

1) Performance Express

$ICBC (01398.HK)$ In the first half of the year, the revenue was 401.999 billion yuan, a decrease of 6.3%; the net income was 171.296 billion yuan, a year-on-year decrease of 2.0%.

$CCB (00939.HK)$ In the first half of the year, the operating income was 374.831 billion yuan, a decrease of 3.43% year-on-year; the net income was 164.326 billion yuan, a decrease of 1.8% year-on-year.

$ABC (01288.HK)$In the first half of the year, the operating income was 367.14 billion yuan, an increase of 0.4% year-on-year; the net income was 135.892 billion yuan, an increase of 2% year-on-year.

$CEB BANK (06818.HK)$: Net interest income for the first half of the year was 48.111 billion yuan, a decrease of 12.1% year-on-year; net profit was 24.487 billion yuan, an increase of 1.72% year-on-year.

$CHINA COMM CONS (01800.HK)$: Revenue for the first half of the year was 356.01 billion yuan, a decrease of 2.56% year-on-year; net profit was 12.022 billion yuan, a decrease of 3.15% year-on-year.

$CHINA RAIL CONS (01186.HK)$: Operating income for the first half of the year was approximately 516.137 billion yuan, a decrease of 4.61% year-on-year; net profit was approximately 11.902 billion yuan, a decrease of 12.8% year-on-year.

It is announced that the main reason is the decrease in project contracting, planning and design consulting, industrial manufacturing, and material logistics businesses during the reporting period. The total amount of newly signed contracts during the period is 1100.6217 billion yuan, accounting for 36.67% of the annual plan, a decrease of 19.02% year-on-year.

$CHINA RAILWAY (00390.HK)$In the first half of the year, the total revenue was 544.522 billion yuan, a decrease of 7.8% year-on-year; the net income was 14.279 billion yuan, a decrease of 12.1% year-on-year.

$CTG DUTY-FREE (01880.HK)$In the first half of the year, the revenue was 31.265 billion yuan, a decrease of 12.81% year-on-year; the net income was approximately 3.306 billion yuan, a decrease of 15.4% year-on-year. This is mainly due to a decrease in sales revenue of commodities during the reporting period.

$CHINA RES GAS (01193.HK)$In the first half of the year, the turnover was 52.076 billion Hong Kong dollars, an increase of 7.7% year-on-year; the net income was 3.457 billion Hong Kong dollars, a decrease of 2.5% year-on-year.

$GF SEC (01776.HK)$In the first half of the year, the total revenue was 17.136 billion yuan, a decrease of 5.25% year-on-year; the net income was approximately 4.362 billion yuan, a decrease of 3.88% year-on-year.

$GAC GROUP (02238.HK)$The sales revenue in the first half of the year is about 46.255 billion yuan; the net income is about 1.516 billion yuan. The gross margin increased by 1.46% compared to the same period of the previous year, mainly due to the significant growth in overseas sales of complete vehicles and the higher gross profit of exported complete vehicles.

$AGILE GROUP (03383.HK)$The half-year revenue was 21.137 billion yuan, a year-on-year increase of 5.67%; the loss was 9.674 billion yuan, a year-on-year increase of 116.18%.

$CIFI HOLD GP (00884.HK)$The revenue in the first half of the year was 20.206 billion yuan, a year-on-year decrease of 35.48%; the gross margin was 2.708 billion yuan, a year-on-year decrease of 45.44%.

$RADIANCE HLDGS (09993.HK)$The half-year revenue was 16.383 billion yuan, a year-on-year decrease of 10.71%; the loss was 1.927 billion yuan.

$RONSHINECHINA (03301.HK)$: The revenue in the first half of the year was 14.202 billion yuan, an increase of about 6.55% year-on-year. The loss was about 1.931 billion yuan, a decrease of 3.1% year-on-year.

$E-HOUSE ENT (02048.HK)$: The revenue in the first half of the year was 1.594 billion yuan, a decrease of 30.68% year-on-year. The net loss was 0.498 billion yuan, a decrease of 31.34% year-on-year.

During the period, the revenue from first-hand house agency services decreased by 36.6% year-on-year; the revenue from real estate data and consulting services decreased by 15.9% year-on-year; the revenue from real estate brokerage network services decreased by 20.1% year-on-year; the revenue from digital marketing services decreased by 40.2% year-on-year.

$EVERG SERVICES (06666.HK)$: The revenue in the first half of the year was 6.22 billion yuan, an increase of 1.2% year-on-year. The net profit was 0.501 billion yuan, a decrease of 35.94% year-on-year. The cumulative new third-party contracted area during the period exceeded 21 million square meters, an increase of over 40% year-on-year.

2) Company news.

$YUEXIU PROPERTY (00123.HK)$Yuexiu Huacheng agrees to return the Guanglong plot to the Guangzhou Land Development Center for 7 billion yuan.

$JACOBIO-B (01167.HK)$Signed a strategic cooperation agreement with$Shanghai Allist Pharmaceuticals Co., Ltd. (688578.SH)$Enter into exclusive licensing agreements for GLECIRASIB and JAB-3312.

According to the agreement, the company will receive a payment of approximately RMB 0.2 billion in the near future. In addition, the company may receive up to RMB 0.7 billion in milestone payments for development and sales milestones when certain research and development, regulatory, and commercial milestones are met. The company also has the right to receive a royalty on the net sales of Glecirasib and JAB-3312 from Shanghai Allist Pharmaceuticals Co., Ltd.

$WUXI BIO (02269.HK)$Proposed acquisition of the remaining 30% equity of Wuxi Haide from Yao Ming for 0.1085 billion US dollars.

$WASION HOLDINGS (03393.HK)$: Affiliated Wasion Group won a contract for approximately 0.359 million smart meters.

$YANKUANG ENERGY (01171.HK)$: The sales volume of commodity coal in the first 7 months was 78.72 million tons, an increase of 2.58% year-on-year.

3) Buyback Dynamics

$MNSO (09896.HK)$: Planning to repurchase company shares for no more than 2 billion Hong Kong dollars.

$HSBC HOLDINGS (00005.HK)$Invested HKD 0.29 billion to repurchase 4.2612 million shares at a repurchase price of HKD 67.55-68.3.

$TENCENT (00700.HK)$Invested HKD 1.002 billion to repurchase 2.62 million shares at a repurchase price of HKD 385.40-377.00.

$BABA-W (09988.HK)$Invested USD 59.973 million to repurchase 5.9226 million shares.

$MICROPORT NEURO (02172.HK)$Intends to carry out a share repurchase plan on the market, with a maximum total funding amount not exceeding CNY 0.2 billion (or the equivalent in HKD).

Focus on hotspots:

The three major indexes rose together! S&P is approaching a historic high, Nasdaq rose more than 1%.

Last Friday, the three major indexes collectively rose, with Nasdaq leading the gains with a gain of over 1%. Dow Jones once again hit a new high, and the S&P 500 index rose 1%, also approaching a historical high. At the close, the Dow Jones index rose 0.55% to 41,563.08 points; the S&P 500 index rose 1.01% to 5,648.40 points; the Nasdaq index rose 1.13% to 17,713.62 points.

Trump Team: If elected, will abolish Biden's clean energy policies.

Trump's campaign team recently stated that if Trump returns to the White House, he will revoke many of the current President Biden's clean energy regulations, while speeding up the approval process for power plants to meet the growing demand for electricity in the United States. Trump plans to revive the coal industry and modernize the U.S. Nuclear Regulatory Commission to expedite the approval of new nuclear power plants and extend the lifespan of existing nuclear power plants.

August electric vehicle performance report: Xiaomi has exceeded 10,000 units for three consecutive months, and the delivery of Ideal has increased by 37.8% year-on-year.

In August, $XIAOMI-W (01810.HK)$ the delivery volume of SU7 exceeded 10,000 units, and it has achieved the goal of delivering over ten thousand units for three consecutive months. $LI AUTO-W (02015.HK)$ In August, 48,122 new cars were delivered, a year-on-year increase of 37.8%.$LEAPMOTOR (09863.HK)$It is the third new force in the car manufacturing industry to break the 0.03 million monthly sales. $NIO-SW (09866.HK)$ In August, a total of 20,176 vehicles were delivered, a year-on-year increase of 4.4% and a month-on-month decrease of 1.6%. $XPENG-W (09868.HK)$ In August, 14,036 smart electric vehicles were delivered, a year-on-year increase of 3% and a month-on-month increase of 26%.

There is a new pattern in the Hong Kong IPO market! The advantages of Chinese investment banks are evident, while foreign investment banks have withdrawn from the forefront, and the software and services industry has seen an explosive growth in IPOs.

According to the statistics from the Hong Kong Stock Exchange, as of August 23rd, a total of 43 new stocks have been listed in the Hong Kong stock market, raising a total of 19.986 billion Hong Kong dollars. This year, the Hong Kong IPO market has shown a new pattern, with the advantages of Chinese investment banks becoming more prominent and the presence of foreign investment banks disappearing, while bank-owned investment banks are starting to exert their strength.

From the perspective of the number of IPO sponsors, CITIC Securities Hong Kong has sponsored 11 companies since the beginning of this year, accounting for a market share of over 20%. There have also been significant changes in the structure of the Hong Kong IPO industry. In terms of IPO underwriting, the Hong Kong IPO market is mainly concentrated in the software and services industry, followed by food, transportation, pharmaceuticals and biotechnology, etc.

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

As of August 31st, the Hang Seng Index closed at 17,785 points, down 165 points or 0.92%, with the low point at 204 points. $HSI Futures Current Contract (HSIcurrent.HK)$ As of August 31st, the Hang Seng Index closed at 17,785 points, down 165 points or 0.92%, with the low point at 204 points.

Hang Seng Index Bull & Bear Certificates

As of August 31, the latest bull-bear street ratio of Hang Seng Index is 54:46.

The data in the bull-bear certificate street cargo distribution map of Hang Seng Index shows that the heavy cargo area and the most new additions are in the range of 18,400-18,499. The latest number of bear certificates in this range is 886, an increase of 668 from the previous trading day.

The heavy cargo area and the most new additions of bull certificates are in the range of 17,700-17,799. The latest number of bull certificates in this range is 637, an increase of 637 from the previous trading day.

Editor/Somer

The translation is provided by third-party software.

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