Afternoon review of Hong Kong stock market

Topic 579 news 13613 Subscribers

Hong Kong stocks midday review | Hong Kong stocks suddenly pull back, the Hang Seng Index falls nearly 8%, the Heng Seng Index falls nearly 1300 points; technology, internet, and brokerage stocks collectively weaken, Kuaishou, Ping An Insurance fall nearl

Futu News · Oct 8 12:16

富途资讯10月8日消息，港股低开低走，三大指数“V”型反弹，恒指跌幅收窄至5.6%，盘中一度跌逾2000点，科指跌幅收窄至7.9%，盘中一度跌逾14%，国指下跌逾6%。

截至午间收盘，港股上涨272只，下跌2052只，收平744只。

板块方面，科网股普跌，哔哩哔哩-W跌14.76%，商汤-W跌10.30%，快手-W跌9.47%，美团-W跌9.19%，京东集团-SW跌8.54%，阿里巴巴-W跌4.71%，腾讯控股跌4.31%，小米集团-W跌3.68%。

证券及经纪股普跌，中金公司跌24.74%，中信建投证券跌24.01%，招商证券跌23.32%，东方证券跌22.60%，申万宏源跌22.58%，中国银河跌22.55%，华泰证券跌20.58%，广发证券跌18.06%。

内房板块走弱，华润置地跌近11%，万科企业跌近23%，远洋集团跌超23%，旭辉控股集团跌超22%，融创中国跌超20%，富力地产跌超19%。

内险股走低，中国人寿跌近14%，中国平安跌超10%，友邦保险跌超7%，中国太保跌近12%，新华保险跌超14%，众安在线跌近17%。

互联网医疗股多股下行，叮当健康跌18.29%，众安在线跌16.89%，阿里健康跌12.39%，京东健康跌12.06%，平安好医生跌10.26%，麦迪卫康跌2.63%。

建筑材料股走弱，华新水泥跌21.85%，金隅集团跌17.43%，中国建材跌14.04%，海螺水泥跌10.27%，华润建材科技跌9.42%，亚洲水泥(中国)跌3.64%，西部水泥跌3.20%，中国联塑跌2.62%。

物业服务及管理股普跌，恒大物业跌15.27%，融创服务跌14.61%，雅生活服务跌13.79%，华润万象生活跌13.43%，保利物业跌12.82%，碧桂园服务跌9.62%，中海物业跌8.83%，绿城管理控股跌0.25%。

半导体股普跌，宏光半导体跌30.92%，脑洞科技跌27.00%，上海复旦跌21.95%，华虹半导体跌15.21%，晶门半导体跌13.92%，中电华大科技跌12.63%，中芯国际跌8.56%，硬蛋创新跌4.42%。

个股方面， $美的集团 (00300.HK)$ 逆市涨超0.5%，近半年内5家券商给予公司“增持”建议，36家券商给予“买入”建议。

$腾讯控股 (00700.HK)$ 跌超4%，公司回购105万股，耗资约5.02亿港元。

$美团-W (03690.HK)$ 跌超9%，大和上升公司目标价至235港元，重申“买入”评级。

$中信证券 (06030.HK)$ 跌近16%，瑞银相信内地证券业正出现多个催化因素，首选中信证券和HTSC。

$融创中国 (01918.HK)$ 跌近21%，楼市止跌回稳态势明显，小摩称短期内港股地产面临健康回调。

$中国人寿 (02628.HK)$ 跌近14%，公司获融资买入1.04亿元，融资余额4.58亿元。

$马可数字科技 (01942.HK)$涨超34%，拟与华通证券成立联营公司，合作开发数字货币金融证券交易柜台。

$香港交易所 (00388.HK)$跌超8%，汇丰称港股日均交易额急剧上升或短暂，港交所上升空间已有限。

$长城汽车 (02333.HK)$跌超4%，9月销量同比减少10.88%，公司拟发行最多60亿元债券。

$龙源电力 (00916.HK)$跌超12%，机构指公司估值有望在绿电板块中率先修复，且向上空间较大。

$珍酒李渡 (06979.HK)$跌近14%，白酒国庆需求仍偏淡，估值拐点早于基本面拐点确认。

半日成交额TOP10

编辑/Wade

Futu News on October 8th reported that the Hong Kong stock market opened lower and moved lower, with the three major indexes experiencing a "V"-shaped rebound. The Hang Seng Index's decline narrowed to 5.6%, dropping by more than 2000 points at one point during the day. The HSI Tech Index narrowed its decline to 7.9%, dropping by over 14% at one point. The CHINEXT Index fell by over 6%.

As of the midday close, 272 stocks in the Hong Kong stock market rose, 2052 fell, and 744 remained unchanged.

In terms of sectors, tech stocks declined across the board. Bilibili-W fell by 14.76%, SenseTime-W by 10.30%, Kuaishou-W by 9.47%, Meituan-W by 9.19%, JD.com-SW by 8.54%, Alibaba-W by 4.71%, Tencent down by 4.31%, and Xiaomi-W by 3.68%.

Securities and brokerage stocks generally declined, with China International Capital Corporation falling by 24.74%, CITIC Securities by 24.01%, China Merchants Securities by 23.32%, Orient Securities by 22.60%, Shenwan Hongyuan by 22.58%, China Galaxy by 22.55%, Huatai Securities by 20.58%, and GF Securities by 18.06%.

Real estate sector weakened, with China Resources Land dropping by nearly 11%, China Vanke falling by almost 23%, Sino-Ocean Group by over 23%, CIFI Holdings Group by over 22%, Sunac by over 20%, and R&F Properties by over 19%.

Mainland insurance companies trended lower, with China Life Insurance dropping by nearly 14%, Ping An Insurance by over 10%, AIA by over 7%, China Pacific Insurance by nearly 12%, New China Life Insurance by over 14%, and ZhongAn Online down by almost 17%.

Multiple digital health stocks declined, with Dingdang Health falling by 18.29%, ZhongAn Online by 16.89%, Alibaba Health by 12.39%, JD Health by 12.06%, Ping An Good Doctor by 10.26%, and Medi-Doctor by 2.63%.

Building materials stocks weakened, with Huaxin Cement falling by 21.85%, BBMG Corporation by 17.43%, CNBM by 14.04%, Conch Cement by 10.27%, CR Building Materials Technology by 9.42%, Asia Cement (China) by 3.64%, West China Cement by 3.20%, and China Lesso by 2.62%.

Property services and management stocks fell across the board, with Everg Services falling by 15.27%, Sunac Services falling by 14.61%, A-Living Services falling by 13.79%, China Res Mixc falling by 13.43%, Poly Ppt Ser falling by 12.82%, CG Services falling by 9.62%, China Ovs Ppt falling by 8.83%, Greentown Mgmt falling by 0.25%.

Semiconductor stocks fell across the board, with HG Semi falling by 30.92%, Brainhole Tech falling by 27.00%, Shanghai Fudan falling by 21.95%, Hua Hong Semi falling by 15.21%, Solomon Systech falling by 13.92%, CE Huada Tech falling by 12.63%, Semiconductor Manufacturing International Corporation falling by 8.56%, Ingdan falling by 4.42%.

In terms of individual stocks, $MIDEA GROUP (00300.HK)$ Rising more than 0.5% against the market trend, in the past six months, 5 brokerages have given a "shareholding" recommendation for the company, while 36 brokerages have given a "buy" recommendation.

$TENCENT (00700.HK)$ Falling by more than 4%, the company repurchased 1.05 million shares, spending approximately HK$0.502 billion.

$MEITUAN-W (03690.HK)$ Down more than 9%, Daiwa raised the target price of the company to HK$235, reiterating a "buy" rating.

$CITIC SEC (06030.HK)$ Down nearly 16%, UBS believes that mainland brokerage industry is experiencing several catalysts, preferring CITIC Securities and HTSC.

$SUNAC (01918.HK)$ Down nearly 21%, the stabilization trend of the property market is evident, Morgan Stanley stated that Hong Kong property stocks are facing a healthy correction in the short term.

$CHINA LIFE (02628.HK)$ Down nearly 14%, the company received financing for a buy of 0.104 billion yuan, with a financing balance of 0.458 billion yuan.

$MOG DIGITECH (01942.HK)$Rising more than 34%, planning to establish a joint venture company with Huatong Securities, to cooperate in developing digital currency financial securities trading counters.

$HKEX (00388.HK)$Falling more than 8%, HSBC stated that the daily average trading volume of Hong Kong stocks has risen sharply or temporarily, and the upside potential of the Hong Kong Stock Exchange is limited.

$GWMOTOR (02333.HK)$Falling more than 4%, with a 10.88% year-on-year decrease in sales in September, the company plans to issue up to 6 billion yuan in bonds.

$CHINA LONGYUAN (00916.HK)$Falling more than 12%, institutions indicated that the company's valuation is expected to be repaired first in the green power sector, and there is considerable upside potential.

$ZJLD (06979.HK)$Fall by nearly 14%, the demand for baijiu during the National Day is still weak, the inflection point of valuation is earlier than the confirmation of the fundamental inflection point.

Top 10 half-day trading volume

编辑/Wade

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

Afternoon review of Hong Kong stock market

港股午评 | 港股突发回调，科指跌近8%，恒指跌近1300点；科网、内房、券商股集体走弱，快手、中国平安跌近10%，中金跌近25%

Hong Kong stocks midday review | Hong Kong stocks suddenly pull back, the Hang Seng Index falls nearly 8%, the Heng Seng Index falls nearly 1300 points; technology, internet, and brokerage stocks collectively weaken, Kuaishou, Ping An Insurance fall nearl

半日成交额TOP10

Top 10 half-day trading volume

Risk Disclaimer

Statement