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Hong Kong stock opportunities tracking | The Ministry of Industry and Information Technology will implement large-scale equipment digitization transformation and update; baic motor plans to subscribe to the new energy fund shares with 2 billion yuan.

Futu News · Sep 3 08:07

港股要闻

1）公司要闻

$先声药业 (02096.HK)$：与塔吉瑞就非小细胞肺癌药物TGRX-326订立合作协议。

根据协议，附属先声再明将获得TGRX-326在中国内地的独家商业化权益，塔吉瑞将获得逾2000万美元首付款，并将向先声再明支付推广服务费。

$同道猎聘 (06100.HK)$：透过附属认购合计1.35亿元理财产品。

$北京汽车 (01958.HK)$：公司与北汽新能源订立框架协议，公司有条件同意认购北汽新能源在股份发行项下拟发行的认购股份，每股约为人民币2.3815元。总认购价为人民币20亿元。

$越秀地产 (00123.HK)$：公司的土地开发中心、广州新秀及广州城建订立土地收储协议，广州新秀及广州城建同意将暨南大学北侧地块二土地的土地使用权交由土地开发中心收储，代价为人民币50.03亿元，补偿方式为土地开发中心向广州新秀及广州城建提供等值的应付票据。

$乐舱物流 (02490.HK)$：附属博亚国际海运与Lecang Fantasy订立框架协议，获得新船订单权益。

据公告，Lecang Fantasy应根据约务更替协议将造船协议项下所有权利及义务更替予博亚国际海运，而博亚国际海运则应向Lecang Fantasy支付总额为5792万美元的代价，相当于Lecang Fantasy根据造船协议的条款已向中船贸易及江南造船支付的首期款项。

$复宏汉霖 (02696.HK)$：帕博利珠单抗生物类似药HLX17的临床试验申请获国家药品监督管理局批准，2023年度，帕博利珠单抗于中国境内的销售额约为人民币14.25亿元。

$山东新华制药股份 (00719.HK)$：艾司奥美拉唑镁获得化学原料药上市申请批准通知书。

2）回购动态

$阿里巴巴-W (09988.HK)$：8月30日耗资约5997.67万美元回购575.92万股股份。

$腾讯控股 (00700.HK)$：斥资10.03亿港元回购265万股，回购价376.6-383.2港元。

$汇丰控股 (00005.HK)$：斥资3.15亿港元回购458.6万股，回购价67.95-68.9港元。

$友邦保险 (01299.HK)$：斥资6099.82万港元回购111万股，回购价54.50-55.65港元。

$快手-W (01024.HK)$：斥资约4992.5万港元回购125.8万股，回购价39.45-39.95港元。

$美团-W (03690.HK)$：斥资1520.45万港元回购13.13万股。

热点聚焦

工信部：实施大规模设备数字化改造更新

为贯彻落实全国新型工业化推进大会部署和国务院办公厅《制造业数字化转型行动方案》，持续深入实施数字化助力消费品工业“三品”行动，加快推动轻工业“智改数转网联”，工业和信息化部消费品工业司研究起草了《轻工业数字化转型实施方案（征求意见稿）》。

港交所将推出每周股票期权系列，11月4日开始交易

香港交易所将推出每周股票期权系列。该系列已取得香港证监会批准，待市场准备就绪后，将于2024年11月4日推出供市场参与者交易。

其中，下列股票将新增每周期权系列：$汇丰控股 (00005.HK)$、 $香港交易所 (00388.HK)$ 、$腾讯控股 (00700.HK)$、$快手-W (01024.HK)$、$比亚迪股份 (01211.HK)$、$中国平安 (02318.HK)$、$美团-W (03690.HK)$、$京东集团-SW (09618.HK)$、$百度集团-SW (09888.HK)$、 $阿里巴巴-W (09988.HK)$ 。

国办：扩大人民币在服务贸易领域的跨境使用

国务院办公厅日前印发《关于以高水平开放推动服务贸易高质量发展的意见》。在意见中提到，要优化跨境资金流动管理。完善外汇管理措施，探索基于企业信用的分级管理，提高服务贸易及服务领域对外投资的外汇业务便利度。扩大人民币在服务贸易领域的跨境使用，支持开展人民币跨境贸易融资和再融资业务。

国家烟草专卖局发布《关于修订印发电子烟交易管理细则的通知》

国家烟草专卖局发布关于修订印发电子烟交易管理细则的通知，其中提出，坚持市场决定价格，建立完善主要由市场调节的电子烟产品价格形成机制。

消息称iPhone 16系列备货量为8800万台，与15系列持平

据媒体报道，即将于9月10日发布的iPhone 16系列备货数据指引已更新至8800万台。此前，苹果供应链企业内部人士透露，苹果公司对iPhone 16系列的备货目标进行了微调，调整后的备货目标约为9000万部左右。另一家参与苹果供应链的公司也证实了这一消息。然而，从目前最新的备货数据来看，外界对苹果iPhone 16系列的信心可能有所高估。

受以旧换新补贴提振，特斯拉中国8月份出货量同比上升

随着中国政府对新能源汽车的补贴政策的加强，特斯拉公司的上海工厂在8月份继续保持了出货量的增长。9月2日周一，中国乘联会数据显示，据月度初步数据综合预估，特斯拉8月份的Model 3轿车和Model Y运动型多功能车（SUV）的发货量约为86697辆，同比增长约3%，实现了连续第二个月的增长。

欧洲半导体行业呼吁开放贸易

欧洲半导体产业协会发表声明，呼吁新一届欧盟领导班子加紧出台“芯片法案2.0”支持政策，同时新政策的焦点应该放在激励与合作，而不是一味地限制和采取保护性措施。

恒指夜期收盘

截至9月3日，$恒指当月期货 (HSIcurrent.HK)$收报17671点，升22点或0.125%，低水21点。

恒指牛熊证

截至9月3日，恒指最新的牛熊街货比例为67:33。

法兴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18200-18299区间，该区间最新熊证数量为761张，较上一交易日增加364张。

牛证街货重货区和最多新增都在17400-17499区间，该区间最新牛证数量为1192张，较上一交易日增加588张。

编辑/ping

Hong Kong Stock Market News:

1) Company News

$SIMCERE PHARMA (02096.HK)$Henlius has entered into a cooperation agreement with Tajiri on the drug TGRX-326 for non-small cell lung cancer.

According to the agreement, the subsidiary Simcere Zenming will obtain the exclusive commercial rights of TGRX-326 in mainland China. Tajiri will receive over 20 million US dollars as the upfront payment and will also pay promotion service fees to Simcere Zenming.

$TONGDAO LIEPIN (06100.HK)$Through its subsidiary, subscribed a total of 0.135 billion yuan in wealth management products.

$BAIC MOTOR (01958.HK)$The company has entered into a framework agreement with BAIC New Energy, and the company has conditionally agreed to subscribe for the shares to be issued by BAIC New Energy at approximately RMB 2.3815 per share. The total subscription price is RMB 2 billion.

$YUEXIU PROPERTY (00123.HK)$The company's Land Development Center, Guangzhou Xinxiu, and Guangzhou Construction have entered into a land acquisition agreement, under which Guangzhou Xinxin and Guangzhou Construction agree to transfer the land use rights of the land plot on the north side of Jinan University to the Land Development Center for a consideration of RMB 5.003 billion, and the compensation method is for the Land Development Center to provide equivalent payable notes to Guangzhou Xinxu and Guangzhou Construction.

$LC LOGISTICS (02490.HK)$Affiliated Bo Ya International Marine and Lecang Fantasy have entered into a framework agreement to acquire new ship order rights.

According to the announcement, Lecang Fantasy should transfer all rights and obligations under the shipbuilding agreement to Bo Ya International Marine in accordance with the replacement agreement, and Bo Ya International Marine should pay Lecang Fantasy a total price of $57.92 million, which is equivalent to the first installment payment that Lecang Fantasy has paid to China Ship Trade and Jiangnan Shipbuilding in accordance with the terms of the shipbuilding agreement.

$HENLIUS (02696.HK)$The clinical trial application for HLX17, a biosimilar of Pembrolizumab, has been approved by the National Medical Products Administration. In 2023, the sales of Pembrolizumab in China are expected to be approximately RMB 1.425 billion.

$SHANDONG XINHUA (00719.HK)$: Esomeprazole magnesium obtained the notice of approval for the listing application of chemical raw materials.

2) Repurchase Dynamics

$BABA-W (09988.HK)$: On August 30, it spent approximately $59.9767 million to repurchase 5.7592 million shares.

$TENCENT (00700.HK)$: It spent 1.003 billion Hong Kong dollars to repurchase 2.65 million shares, with a repurchase price of HKD 376.6-383.2.

$HSBC HOLDINGS (00005.HK)$Invested 0.315 billion Hong Kong dollars to repurchase 4.586 million shares, with a repurchase price of 67.95-68.9 Hong Kong dollars.

$AIA (01299.HK)$Invested 60.9982 million Hong Kong dollars to repurchase 1.11 million shares, with a repurchase price of 54.50-55.65 Hong Kong dollars.

$KUAISHOU-W (01024.HK)$Invested approximately 49.925 million Hong Kong dollars to repurchase 1.258 million shares, with a repurchase price of 39.45-39.95 Hong Kong dollars.

$MEITUAN-W (03690.HK)$Invested 15.2045 million Hong Kong dollars to repurchase 0.1313 million shares.

Focus on hotspots:

The Ministry of Industry and Information Technology: Implementing large-scale equipment digital transformation and upgrading.

In order to implement the deployment of the National Conference on the Promotion of the New Industrialization and the Action Plan for the Digital Transformation of Manufacturing Industry by the General Office of the State Council, and to continue to deepen the digitalization of the consumer goods industry to help the "Three Products" action, and accelerate the promotion of the digital transformation of the light industry and the integration of the internet, the Consumer Goods Industry Department of the Ministry of Industry and Information Technology has drafted the Implementation Plan for the Digital Transformation of the Light Industry (Draft for Soliciting Opinions).

HKEX will launch a weekly series of stock options, trading starts on November 4th.

HKEX will launch a weekly stock options series. The series has been approved by the Hong Kong Securities and Futures Commission and will be available for trading by market participants on November 4, 2024, once the market is ready.

The following stocks will have new options series added:$HSBC HOLDINGS (00005.HK)$and$HKEX (00388.HK)$N/A.$TENCENT (00700.HK)$,$KUAISHOU-W (01024.HK)$,$BYD COMPANY (01211.HK)$,$PING AN (02318.HK)$,$MEITUAN-W (03690.HK)$,$JD-SW (09618.HK)$,$BIDU-SW (09888.HK)$and$BABA-W (09988.HK)$.

According to the distribution data of bull and bear street warrants on the Societe Generale HSI, the heavy bear zone and the highest increase are in the range of 18200-18299. The latest number of bear warrants in this range is 761, an increase of 364 from the previous trading day.

The heavy bull zone and the highest increase of bull street warrants are in the range of 17400-17499. The latest number of bull warrants in this range is 1192, an increase of 588 from the previous trading day.

编辑/ping

Boosted by the subsidy for trade-in, Tesla's shipment volume in China increased year-on-year in August.

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

$HSI Futures Current Contract (HSIcurrent.HK)$

Hang Seng Index Bull & Bear Certificates

Editor/ping

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