科技股繼續強勢，騰訊(00700.HK)、阿里(09988.HK)及網易(09999.HK)升6%至6.8%，小米(01810.HK)及快手(01024.HK)升7.8%及8.7%，美團(03690.HK)、京東(09618.HK)及百度(09888.HK)升11%至15%，嗶哩嗶哩(09626.HK)升20%。此外，東方甄選(01797.HK)升29%，阿里健康(00241.HK)、微盟(02013.HK)、中軟(00354.HK)及金蝶(00268.HK)升10%至14%。車股理想(02015.HK)9月交付新車53,709輛按年增49%，股價升12%。零跑(09863.HK)升7.2%，比亞迪(01211.HK)升6.8%報303.2元。Hong Kong stocks resumed trading after the National Day holiday, continuing to rise due to mainland financial measures. The Hang Seng Index opened high with a 155-point increase, expanding to 1,506 points to reach 22,640 points, with a mid-day increase of 1,268 points or 6%, closing at 22,401 points; the China Enterprise Index rose by 541 points or 7.2%, closing at 8,051 points; the Hang Seng Tech Index rose by 414 points or 6.7%, closing at 5,166 points. The total turnover of Hong Kong stocks in the first half was 235.382 billion yuan.
Mainland real estate stocks showed significant increases, with Shimao (00813.HK), Country Garden (03383.HK), and Kaisa Group (00884.HK) rising by 64% to 87%; China Overseas Land & Investment (03377.HK), C&D International Investment (01813.HK), and Agile Group (02777.HK) rising by 48% to 57%; China Jinmao (00817.HK), Sunac China (01918.HK), and China Vanke (02202.HK) rising by 40% to 43%. Longfor Group (00960.HK) and Yuexiu Property (00123.HK) rose by 29% and 24%. Property management stock B.S. Group (06098.HK) rose by 23%. Building materials stock Kingboard Holdings (02009.HK) rose by 18%. Home appliances stocks, Hisense Home Appliances (00921.HK) and Midea Group (00300.HK) rose by 16% and 11%.
Brokerage stocks including Guotai Junan Securities (01776.HK), China Securities Co., Ltd. (06066.HK), CITIC Securities (06030.HK), Huatai Securities (06886.HK), Zhongjin Gold (03908.HK), and China Galaxy Securities (06881.HK) rose by 24% to 30%. Mainland insurance companies including Zhongan Online P&C Insurance (06060.HK), PICC (02601.HK), Ping An Insurance (02318.HK) rose by 13% to 15%, while China Life Insurance (02628.HK) rose by 8.6%. Mainland banking stocks including China Merchants Bank (03968.HK) rose by 13%. Postal Savings Bank of China (01658.HK) reduced its savings agency fee rate as recommended by Morgan Stanley, resulting in a 12% increase in stock price.
Technology stocks continued to be strong, with Tencent (00700.HK), Alibaba (09988.HK), and NetEase (09999.HK) rising by 6% to 6.8%; Xiaomi (01810.HK) and Kuaishou Technology (01024.HK) rising by 7.8% and 8.7%; Meituan (03690.HK), JD.com (09618.HK), and Baidu (09888.HK) rising by 11% to 15%; Bilibili (09626.HK) rising by 20%. In addition, Eastbuy (01797.HK) rose by 29%, Ali Health (00241.HK), Weimob (02013.HK), Pactera Legend (00354.HK), and Kingdee International Software (00268.HK) rose by 10% to 14%. EV stock Li Auto (02015.HK) delivered 53,709 new cars in September, a 49% year-on-year increase, leading to a 12% increase in stock price. Zero Run (09863.HK) rose by 7.2%, BYD Company Limited (01211.HK) rose by 6.8% to 303.2 yuan.
Local real estate stocks rose, with Hang Lung Properties (00101.HK) and Hang Lung Group (00012.HK) rising by 10%; SwireProperties (01972.HK) rose by 7.6%; New World Development (00017.HK), CK Asset Holdings (01113.HK), and Sino Land (00016.HK) rose by 6% to 6.3%.
Tensions in the Middle East pushed up oil prices, with Sinopec (00386.HK) rising by 7.4%; PetroChina (00857.HK) and CNOOC (00883.HK) rising by over 4%. Gold prices rose the previous night, with Zhaojin Mining (01818.HK) and Zijin Mining (02899.HK) rising by 4.5% and 3.2%. In other stocks, Mengniu Dairy (02319.HK) and JD Logistics (02618.HK) rose by 10% and 9%. HSBC Holdings (00005.HK) fell by 1.3% to 69.5 yuan, Hong Kong Exchanges and Clearing (00388.HK) rose by 13% to 368.6 yuan, and AIA Group (01299.HK) rose by 1.5%.
