Afternoon review of Hong Kong stock market

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Hong Kong Market Quick View: The three major indices showed mixed movements, with the Hang Seng Index slightly down by 0.12%; the lithium battery sector turned upward, with Ganfeng Lithium rising over 6%; biotechnology stocks declined, with Wuxi Apptec fa

Futu News · Nov 13 16:26

富途资讯11月13日消息，港股三大指数涨跌不一，恒指跌0.12%，科指跌0.03%，国指午后转涨，收涨0.05%。

截至收盘，港股上涨755只，下跌1111只，收平1217只。

具体行业表现如下图：

板块方面，科网股走弱，快手-W涨3.90%，京东集团-SW跌1.60%，小米集团-W涨1.58%，百度集团-SW跌0.54%，网易-S跌0.25%，美团-W跌0.17%，腾讯控股跌0.00%，阿里巴巴-W跌0.00%。

生物技术股多数下跌，宜明昂科-B跌9.02%，药明康德跌4.10%，康方生物跌4.05%，药明生物跌3.37%，云顶新耀-B跌3.31%，百济神州跌2.30%，巨子生物跌0.68%，金斯瑞生物科技收平。

锂电池板块上扬，赣锋锂业涨超6%，天齐锂业涨近4%，锐信控股涨近3%，彩客新能源涨超2%。

餐饮股多股下行，海伦司涨4.83%，海底捞跌2.72%，百胜中国跌1.90%，大家乐集团涨0.81%，奈雪的茶涨0.66%，九毛九跌0.55%，达势股份涨0.27%，特海国际涨0.15%。

物业服务及管理股普跌，雅生活服务跌3.72%，华润万象生活跌3.19%，融创服务跌2.05%，中海物业跌1.39%，保利物业跌1.06%，碧桂园服务跌0.91%，绿城管理控股跌0.63%，万物云涨0.22%。

药品股普跌，康龙化成跌3.83%，和黄医药跌2.53%，石药集团跌1.69%，信达生物跌1.59%，翰森制药跌1.50%，联邦制药涨1.18%，中国生物制药跌0.89%，华润医药跌0.54%。

个股方面，$快手-W (01024.HK)$涨近4%，公司发布双十一战报，花旗称期内GMV增长或超出季内增速。

$中国电信 (00728.HK)$ 涨近3%，携手华为完成全国首个5G低成本高精度定位商用试点。

$中金公司 (03908.HK)$ 涨近3%，机构指当前权益市场景气度已有显著提升，预计将持续驱动券商业绩回归增长区间。

$天齐锂业 (09696.HK)$ 涨近4%，天齐锂业创6个月新高，动力电池装车量同比增长51%。

$雅迪控股 (01585.HK)$涨近7%，行业短期受益新政与补贴落地，公司经营拐点在望。

$中升控股 (00881.HK)$涨近8%，与赛力斯签订初步协商协议，获多家大行唱好。

今日成交额TOP10

港股通资金

港股通方面，今日港股通（南向）净流出45.51亿港元。

机构观点：

高盛：小米双11销售胜预期，目标价续看30.7港元。

高盛发表报告指， $小米集团-W (01810.HK)$ 在双11购物节的商品交易总额(GMV)好过预期，主要由强劲的小米15系列及白色产品带动，维持小米“买入”评级，12个月目标价为30.7港元。报告指，小米在双11光棍节促销活动期间(10月14日开始预售，早于去年10月23日)所有渠道的GMV为319亿元，比去年光棍节促销活动期间的GMV高出约42%。

花旗：腾讯音乐第三季盈利略超预期，予其“买入”评级。

花旗发表报告称， $腾讯音乐-SW (01698.HK)$ 第三季经调整净利润按年升29.1%至19.4亿元，较该行及市场预期的18.9亿与19.2亿元，高出2.7%及1.1%，主要由于收入及毛利率符合预期，而销售和营销费用低于预期，被较高的一般行政开支所抵销。该行对腾讯音乐的评级为“买入”，目标价15美元。

瑞银：微升港交所目标价至346港元，预计近期日均成交保持强劲。

瑞银发表研究报告指，预计 $香港交易所 (00388.HK)$ 近期的日均成交会保持强劲，原因有三，一是投资者对内地任何额外政策刺激的分歧可能会促进交易，二是最近的调整可能提供了更具吸引力的入市时机，以及三是外国机构资金仍然显著低配。该行上调对港交所今年至2026年的每股盈利预测分别1%、3%及3%，至分别10.36港元、9.83港元及10.12港元，目标价由344港元微升至346港元，评级“中性”。

编辑/Wade

On November 13, Futu News reported that the three major stock indices in Hong Kong experienced mixed performance, with Hang Seng Index down 0.12%, Tech Index down 0.03%, and National Index turning positive in the afternoon, closing up 0.05%.

As of the market close, 755 stocks in Hong Kong rose, 1,111 fell, and 1,217 remained flat.

The specific industry performance is shown in the following figure:

In terms of sectors, network technology stocks weakened, Kuaishou-W rose by 3.90%, jd.com-SW fell by 1.60%, Xiaomi-W rose by 1.58%, Baidu-SW fell by 0.54%, NetEase-S fell by 0.25%, Meituan-W fell by 0.17%, Tencent fell by 0.00%, Alibaba-W fell by 0.00%.

Most biotechnology stocks declined, with Innovent Bio falling by 9.02%, Wuxi Apptec falling by 4.10%, Akeso falling by 4.05%, Wuxi Bio falling by 3.37%, Beigene falling by 3.31%, Beigene falling by 2.30%, Genscript Bio remaining flat.

The lithium battery sector saw gains, with Ganfeng Lithium rising by over 6%, Tianqi Lithium Corporation up by nearly 4%, Veson Holdings up by nearly 3%, and Tsaker NE rising by over 2%.

Dining stocks mostly trended downwards, with Helen of Troy rising by 4.83%, Haidilao falling by 2.72%, Yum China dropping by 1.90%, Cafe de Coral Holdings rising by 0.81%, Naixue's Tea up by 0.66%, Jiumaojiu falling by 0.55%, DPC Dash up by 0.27%, Super Hi rising by 0.15%.

Stocks in property services and management generally declined, with A-Living Services falling by 3.72%, China Resources Mixc down by 3.19%, Sunac Services down by 2.05%, China OVS PPT down by 1.39%, Poly PPT Services down by 1.06%, CG Services down by 0.91%, Greentown Management falling by 0.63%, Wanyecloud up by 0.22%.

Pharmaceutical stocks generally fell, with Pharmaron down 3.83%, hutchmed (china) down 2.53%, cspc pharma down 1.69%, Innovent Bio down 1.59%, Hansoh Pharma down 1.50%, United Lab up 1.18%, Sino Biopharm down 0.89%, Chinares Pharma down 0.54%.

In terms of individual stocks,$KUAISHOU-W (01024.HK)$Rose nearly 4%, the company released its singles' day sales report, Citigroup stated that GMV growth during the period may exceed the quarterly growth rate.

$CHINA TELECOM (00728.HK)$ Rose nearly 3%, teamed up with Huawei to complete the first nationwide 5G low-cost high-precision positioning commercial pilot.

$CICC (03908.HK)$ Rose nearly 3%, institutions indicated that the current equity market sentiment has significantly improved, expecting to continue driving brokerage performance back to growth range.

$TIANQI LITHIUM (09696.HK)$ Up nearly 4%, Tianqi Lithium Corporation hit a six-month high, with a 51% year-on-year increase in power battery loading.

$YADEA (01585.HK)$Rising by nearly 7%, the industry is benefiting from new policies and subsidies in the short term, with the company's operational turning point in sight.

$ZHONGSHENG HLDG (00881.HK)$Increasing by nearly 8%, signing a preliminary negotiation agreement with Chongqing Sokon Industry Group Stock, receiving positive recommendations from several major brokerages.

TOP 10 trading volume today

Hong Kong Stock Connect Fund

In terms of the Hong Kong Stock Connect, the net outflow of Hong Kong Stock Connect (Southbound) was 4.551 billion Hong Kong dollars today.

Institutional perspective:

Goldman Sachs: Xiaomi's Singles' Day sales exceeded expectations, target price remains at 30.7 Hong Kong dollars.

Goldman Sachs released a report indicating, $XIAOMI-W (01810.HK)$ During the November 11 shopping festival, the total commodity trading volume (GMV) exceeded expectations, mainly driven by the strong sales of Xiaomi 15 series and white products. It maintains a 'buy' rating on Xiaomi with a 12-month target price of 30.7 Hong Kong dollars. The report indicates that Xiaomi's GMV across all channels during the Singles' Day promotion period (pre-sale starting on October 14, earlier than last year's October 23) was 31.9 billion yuan, about 42% higher than the GMV during last year's Singles' Day promotion period.

Citi: Tencent Music's third-quarter profit slightly exceeded expectations, giving it a 'buy' rating.

Citi released a report stating, $TME-SW (01698.HK)$ The adjusted net profit for the third quarter increased by 29.1% year-on-year to 1.94 billion yuan, exceeding the bank's and the market's expectations of 1.89 billion and 1.92 billion yuan by 2.7% and 1.1%, mainly due to revenue and gross margin meeting expectations, while sales and marketing expenses were lower than expected, offset by higher general administrative expenses. The bank rates Tencent Music as 'buy' with a target price of $15.

UBS: Raises the HKEX target price to 346 Hong Kong dollars, expecting strong daily average trading volume in the near term.

UBS released a research report indicating that recent daily average trading volumes are expected to remain strong. $HKEX (00388.HK)$ Recent strong daily average trading volumes are expected to persist for three reasons: investors' differing views on any additional policy stimulus in the Mainland may spur trading activity, recent adjustments may provide more attractive entry points, and foreign institutional funding remains significantly underweight. The bank has raised its earnings per share forecasts for HKEX from 2021 to 2026 by 1%, 3%, and 3% to 10.36 Hong Kong dollars, 9.83 Hong Kong dollars, and 10.12 Hong Kong dollars respectively, with the target price raised slightly from 344 Hong Kong dollars to 346 Hong Kong dollars, and maintains a 'neutral' rating.

编辑/Wade

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