Hong Kong stocks: Hang Seng Index fell 31 points, mainland real estate stocks surged while consumer stocks softened.

AASTOCKS · Oct 16 16:29

港股昨日(13日)跌逾700點後，今日(16日)反覆偏軟，恒指低開174點後反覆轉升，曾升229點見20,548點，尾市再度回落，全日跌31點或0.2%，收20,286點；國指跌9點或0.1%，收7,267點；恒生科技指數跌48點或1.1%，收4,402點。大市全日成交總額縮減至2,083.69億元。

住建部聯同人行等明日(17日)就促進房市發展舉行記者會，內房股抽升，融創(01918.HK)及富力(02777.HK)升40%及33%，萬科(02202.HK)、合景泰富(01813.HK)、旭輝(00884.HK)及遠洋(03377.HK)升17%至19%，雅居樂(03383.HK)及新城(01030.HK)升11%及12%，金茂(00817.HK)及龍湖(00960.HK)升8.5%及7.8%。建材股跟隨上漲，中建材(03323.HK)及金隅(02009.HK)升8%，馬鋼(00323.HK)及海螺水泥(00914.HK)升逾4%。

《施政報告》宣布港府允許「新資本投資者入境計劃」投資豪宅，金管局將調整住宅物業按揭貸款成數上限至一律七成，本地地產股信置(00083.HK)、恒地(00012.HK)及太古地產(01972.HK)升2.5%至2.6%。

消費股普遍偏弱，海底撈(06862.HK)、美的(00300.HK)、農夫山泉(09633.HK)、中國飛鶴(06186.HK)、安踏(02020.HK)及百威亞太(01876.HK)跌逾2%，百勝中國(09987.HK)跌3.1%，名創優品(09896.HK)及中免(01880.HK)跌逾5%。濠賭股銀娛(00027.HK)跌4.1%。醫藥股藥明康德(02359.HK)，藥明生物(02269.HK)、康哲(00867.HK)及康龍化成(03759.HK)跌2.5%至3.5%。

中資金融股上漲，券商股廣發(01776.HK)升2.8%。內險股人保(01339.HK)及中國太平(00966.HK)升4.8%及3.1%。內銀股招行(03968.HK)、交行(03328.HK)及郵儲行(01658.HK)升2.3%至3%。其他金融股方面，滙控(00005.HK)升0.1%，港交所(00388.HK)及友邦(01299.HK)跌0.1%及0.7%。

科技股方面，美團(03690.HK)及嗶哩嗶哩(09626.HK)升逾1%，騰訊(00700.HK)跌0.3%，阿里(09988.HK)、小米(01810.HK)及百度(09888.HK)跌0.9%至1.3%，快手(01024.HK)及京東(09618.HK)跌2.3%及3.1%。此外，東方甄選(01797.HK)及騰訊音樂(01698.HK)升5.6%，舜宇(02382.HK)、京東健康(06618.HK)及中軟(00354.HK)跌3.9%至4.8%。車股零跑(09863.HK)及小鵬(09868.HK)跌2.8%及3.3%。

金價上升，招金(01818.HK)及山東黃金(01787.HK)升5%及4.7%，紫金(02899.HK)升2.3%。金屬股方面，中國宏橋(01378.HK)及中鋁(02600.HK)升4.7%及2.8%。

After falling more than 700 points yesterday (13th), the Hang Seng Index struggled today (16th), opening low by 174 points before turning up, rising to 229 points to 20,548 points, but falling back again at the end of the day to close down 31 points or 0.2% at 20,286 points; the National Index fell 9 points or 0.1% to close at 7,267 points; the Hang Seng Tech Index fell 48 points or 1.1% to close at 4,402 points. The total turnover of the market shrank to 208.369 billion yuan throughout the day.

The Ministry of Housing and Urban-Rural Development, along with the People's Bank of China, will hold a press conference tomorrow (17th) to promote the development of the housing market. Mainland real estate stocks surged, with Sunac China Holdings (01918.HK) and Agile Group (02777.HK) up 40% and 33%, Vanke (02202.HK), Country Garden Services Holdings (01813.HK), Kaisa Prosperity (00884.HK), and Oceanwide Holdings (03377.HK) up 17% to 19%, Country Garden (03383.HK) and Shimao Services (01030.HK) up 11% and 12%, Green Town China (00817.HK) and Longfor Group (00960.HK) up 8.5% and 7.8%. Building material stocks followed the uptrend, with China National Building Material (03323.HK) and BBMG Corporation (02009.HK) up 8%, Maanshan Iron & Steel (00323.HK) and Conch Cement (00914.HK) up over 4%.

Announcing in the Policy Address that the HK government will allow the "New Capital Investment Entrant Scheme" to invest in luxury homes. The HKMA will adjust the maximum loan-to-value ratio for residential properties to a flat 70%, boosting local real estate stocks, with Sino Land (00083.HK), Henderson Land Development (00012.HK), and Swire Properties (01972.HK) rising 2.5% to 2.6%.

Consumer stocks generally weakened with Haidilao (06862.HK), Midea Group (00300.HK), Nongfu Spring (09633.HK), China Feihe (06186.HK), Anta Sports (02020.HK), and Budweiser APAC (01876.HK) falling over 2%, Yum China (09987.HK) down 3.1%, Miniso (09896.HK) and China Tourism Group Duty Free (01880.HK) falling over 5%. Casino stock Galaxy Entertainment (00027.HK) dropped 4.1%. Pharmaceutical stocks Wuxi AppTec (02359.HK), Wuxi Biologics (02269.HK), Kangji Medical (00867.HK), and Pharmaron (03759.HK) fell 2.5% to 3.5%.

Chinese financial stocks rose, with brokerage firm GF Securities (01776.HK) up 2.8%. Mainland insurance companies Ping An Insurance (01339.HK) and China Taiping Insurance (00966.HK) rose 4.8% and 3.1%. Mainland banking stocks, including China Merchants Bank (03968.HK), Bank of Communications (03328.HK), and Postal Savings Bank of China (01658.HK) rose 2.3% to 3%. As for other financial stocks, HSBC (00005.HK) rose 0.1%, Hong Kong Exchanges and Clearing (00388.HK) and AIA (01299.HK) fell 0.1% and 0.7%.

In the technology sector, Meituan (03690.HK) and Bilibili (09626.HK) rose over 1%, Tencent (00700.HK) fell 0.3%, Alibaba (09988.HK), Xiaomi (01810.HK), and Baidu (09888.HK) fell 0.9% to 1.3%, Kuaishou (01024.HK) and JD.com (09618.HK) fell 2.3% and 3.1%. In addition, East Money Information (01797.HK) and Tencent Music (01698.HK) rose 5.6%, Antengene Corporation (02382.HK), JD Health (06618.HK), and Kingsoft (00354.HK) fell 3.9% to 4.8%. EV stocks NIO (09863.HK) and XPeng (09868.HK) fell 2.8% and 3.3%.

Gold prices rose, with Zhaojin Mining (01818.HK) and Shandong Gold Mining (01787.HK) up 5% and 4.7%, Zijin Mining (02899.HK) rose 2.3%. In the metal sector, China Hongqiao (01378.HK) and Aluminum Corporation of China (02600.HK) rose 4.7% and 2.8%.

The translation is provided by third-party software.

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《港股》恒指收跌31點 內房股急漲 消費股走軟

Hong Kong stocks: Hang Seng Index fell 31 points, mainland real estate stocks surged while consumer stocks softened.

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《港股》恒指收跌31點內房股急漲消費股走軟