Afternoon review of Hong Kong stock market

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Hong Kong stocks midday review | Hong Kong stocks continue to soar! The Hang Seng Index surged over 7% approaching 4800 points; property, technology, brokerage stocks continue to lead, Nio Inc. rose nearly 20%.

Futu News · Sep 30 12:18

富途资讯9月30日消息，政策利好持续兑现，楼市再迎重磅消息，昨夜上海、广州、深圳调整住房限购政策。港股再度大幅上涨，恒指涨3.34%站上21000点，科指暴涨7.12%逼近4800点，国指涨近4%暂录12连涨。

截至午间收盘，港股上涨1549只，下跌588只，收平928只。

板块方面，科网股走强，哔哩哔哩-W涨13.18%，商汤-W涨12.33%，阿里巴巴-W涨9.85%，快手-W涨8.76%，京东集团-SW涨8.75%，美团-W涨5.95%，小米集团-W涨3.42%，腾讯控股涨2.33%。

内房股强势上涨，富力地产涨超25%，融创中国涨近28%，中梁控股涨超15%，龙湖集团涨近20%，龙光集团涨超16%，旭辉控股集团涨16%，世茂集团涨近16%，中国金茂涨超15%。

互联网医疗股表现亮眼，阿里健康涨25.97%，叮当健康涨22.64%，众安在线涨16.06%，京东健康涨14.87%，平安好医生涨14.13%，麦迪卫康收平。

证券及经纪股表现亮眼，国泰君安国际涨55.24%，中国银河涨20.37%，广发证券涨14.85%，东方证券涨14.72%，中信建投证券涨14.32%，招商证券涨13.84%，华泰证券涨13.41%，中金公司涨12.78%。

生物技术股普涨，锦欣生殖涨13.42%，药明康德涨11.19%，药明生物涨9.64%，百济神州涨7.84%，金斯瑞生物科技涨7.29%，巨子生物涨7.14%，药明合联涨4.37%，康方生物涨1.56%。

餐饮股集体冲高，海伦司涨近42%，九毛九涨近32%，呷哺呷哺涨近26%，奈雪的茶涨近9%，海底捞涨超9%。

汽车股走强，蔚来涨近20%，恒大汽车涨近11%，小鹏汽车涨超12%，广汽集团涨超4%、零跑汽车涨近12%。

半导体股上扬，上海复旦涨16.30%，硬蛋创新涨11.72%，中芯国际涨11.26%，华虹半导体涨8.57%，晶门半导体涨8.00%，中电华大科技涨7.83%，贝克微涨3.51%，芯智控股收平。

建筑材料股走强，中国建材涨15.70%，华润建材科技涨13.47%，西部水泥涨11.76%，金隅集团涨10.00%，中国联塑涨7.57%，华新水泥涨6.79%，海螺水泥涨6.15%，亚洲水泥(中国)涨5.04%。

个股方面， $阿里巴巴-W (09988.HK)$ 涨近10%，ChatGPT概念走强，花旗集团上调目标价至135.00港元。

$蔚来-SW (09866.HK)$涨近20%，获战略投资者对蔚来中国33亿元投资。

$哔哩哔哩-W (09626.HK)$涨逾13%，授出合共294.64万份限制性股份单位。

$中信证券 (06030.HK)$ 涨超19%，中资券商股集体走强，多举措提振资本市场。

$京东集团-SW (09618.HK)$ 涨近9%，京东投入15亿元布局香港市场，长期上不封顶。

$贝壳-W (02423.HK)$ 涨超14%，野村料内房相关股短期继续反弹，看好贝壳。

$中国人寿 (02628.HK)$ 涨超7%，中国人寿创3年新高，保险业迎高质量发展新“国十条”。

$理想汽车-W (02015.HK)$ 涨近10%，内地新能源汽车销量预计同比增长超30%，公司在江门成立销售服务公司。

$香港交易所 (00388.HK)$ 涨超8%，高盛上调港交目标价3.9%至318港元，评级“确信买入”。

$中国中免 (01880.HK)$涨近27%，市内免税店明日迎新，一揽子政策提振消费。

$富力地产 (02777.HK)$涨逾25%，财政措施预期不断升温提振收租前景。

半日成交额TOP10

编辑/Wade

Futu News on September 30th: The continued realization of bullish policies, another significant news for the real estate market as Shanghai, Guangzhou, and Shenzhen adjusted their housing purchase restrictions last night. Hong Kong stocks surged again, with Hang Seng up 3.34% above 21,000 points, the technology sector soaring 7.12% approaching 4,800 points, and the national index up nearly 4%, marking a temporary 12 consecutive gains.

As of the midday close, 1549 Hong Kong stocks rose, 588 fell, and 928 remained unchanged.

In terms of sectors, network technology stocks performed well with Bilibili-W up by 13.18%, SenseTime-W up by 12.33%, Alibaba-W up by 9.85%, Kuaishou-W up by 8.76%, JD.com Group-SW up by 8.75%, Meituan-W up by 5.95%, Xiaomi Group-W up by 3.42%, and Tencent Holdings up by 2.33%.

Mainland real estate stocks surged, with R&F Properties up over 25%, Sunac China up nearly 28%, Zhongliang Holdings up more than 15%, Longfor Group up almost 20%, Logan Group up over 16%, CIFI Holdings Group up by 16%, Shimao Group up nearly 16%, and China Jinmao up more than 15%.

Digital health stocks performed well, with Ali Health up by 25.97%, Dindong Health up by 22.64%, ZA Online up by 16.06%, JD Health up by 14.87%, Ping An Good Doctor up by 14.13%, and Mediwelcome flat.

Securities and brokerage stocks showed strong performance, with Guotai Junan International up by 55.24%, China Galaxy up by 20.37%, GF Securities up by 14.85%, Orient up by 14.72%, CSC up by 14.32%, China Merchants up by 13.84%, HTSC up by 13.41%, and China International Capital Corporation up by 12.78%.

Biotechnology stocks saw a general rise, with JXR up by 13.42%, Wuxi Apptec up by 11.19%, Wuxi Bio up by 9.64%, Beigene up by 7.84%, Genscript Bio up by 7.29%, JZR up by 7.14%, Wuxi XDC up by 4.37%, and Akeso up by 1.56%.

Dining stocks collectively rose, with Helen's up nearly 42%, Jiumaojiu up nearly 32%, Xiabuxiabu up by about 26%, Naixue's Tea up almost 9%, and Haidilao up by over 9%.

Auto stocks surged, with Nio up nearly 20%, Evergr Vehicle up nearly 11%, Xpeng up over 12%, Guangzhou Automobile Group up over 4%, and LeapMotor up nearly 12%.

Semiconductor stocks rose, with Shanghai Fudan up 16.30%, Ingdan up 11.72%, Semiconductor Manufacturing International Corporation up 11.26%, Hua Hong Semiconductor up 8.57%, Solomon Systech up 8.00%, CE Huada Tech up 7.83%, PeakMicro up 3.51%, and Smart-Core closing flat.

Building materials stocks strengthened, with CNBM up 15.70%, CR Bldg Mat Tec up 13.47%, Westchinacement up 11.76%, BBMG Corporation up 10.00%, China Lesso up 7.57%, Huaxin Cement up 6.79%, Conch Cement up 6.15%, and Asia Cement (China) up 5.04%.

In terms of individual stocks, $BABA-W (09988.HK)$ Up nearly 10%, bullish on ChatGPT concept, Citigroup raises target price to 135.00 Hong Kong dollars.

$NIO-SW (09866.HK)$Surged nearly 20%, receiving strategic investment of 3.3 billion yuan in Nio China.

$BILIBILI-W (09626.HK)$Rising more than 13%, a total of 2.9464 million restricted stock units were granted.

$CITIC SEC (06030.HK)$ Up over 19%, China-affiliated brokerage stocks collectively strengthened, taking multiple measures to boost the capital markets.

$JD-SW (09618.HK)$ Rising nearly 9%, JD.com investing 1.5 billion yuan to expand in the Hong Kong market, with no ceiling in the long term.

$BEKE-W (02423.HK)$ Up more than 14%, Nomura expects mainland real estate related stocks to continue rebounding in the short term, bullish on Ke Holdings.

$CHINA LIFE (02628.HK)$ Rising more than 7%, China Life Insurance hits a 3-year high, as the insurance industry welcomes the new "Ten Measures" for high-quality development.

$LI AUTO-W (02015.HK)$ Rising nearly 10%, mainland new energy vehicle sales are expected to grow by over 30% year-on-year, with the company establishing a sales service company in Jiangmen.

$HKEX (00388.HK)$ Rising over 8%, Goldman Sachs raised the target price of HKEX by 3.9% to 318 Hong Kong dollars, with a "conviction buy" rating.

$CTG DUTY-FREE (01880.HK)$Up nearly 27%, the city's duty-free shops will welcome new policies tomorrow to boost consumption.

$R&F PROPERTIES (02777.HK)$Up over 25%, the expected escalation of financial measures continuously warms up the prospect of rental income.

Top 10 half-day trading volume

编辑/Wade

The translation is provided by third-party software.

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Afternoon review of Hong Kong stock market

港股午评 | 港股持续飙涨！科指暴涨超7%逼近4800点；内房、科网、券商股持续领涨，蔚来涨近20%

Hong Kong stocks midday review | Hong Kong stocks continue to soar! The Hang Seng Index surged over 7% approaching 4800 points; property, technology, brokerage stocks continue to lead, Nio Inc. rose nearly 20%.

半日成交额TOP10

Top 10 half-day trading volume

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