Afternoon review of Hong Kong stock market

Topic 592 news 13733 Subscribers

Quick look at the Hong Kong market | All three major indices are rising! The tech index rose over 1%; lithium battery stocks surged in the afternoon, with ganfenglithium soaring over 13%.

Futu News · Nov 19 16:27

富途资讯11月19日消息，港股三大指数齐涨，恒指涨0.44%，科指涨1.23%，国指涨0.36%。

截至收盘，港股上涨1088只，下跌765只，收平1229只。

具体行业表现如下图：

板块方面，科网股涨跌不一，快手-W涨3.10%，小米集团-W跌1.74%，美团-W涨1.72%，哔哩哔哩-W涨1.24%，阿里巴巴-W跌1.22%，网易-S跌0.59%，腾讯控股涨0.49%，京东集团-SW跌0.15%。

黄金股走高，中国黄金国际涨12.91%，中国白银集团涨9.50%，复兴亚洲跌6.12%，灵宝黄金涨4.90%，紫金矿业涨4.70%，山东黄金涨4.47%，招金矿业涨2.66%，集海资源涨2.56%。

锂电池股走强，洪桥集团涨19.64%，赣锋锂业涨13.28%，天齐锂业涨9.80%，比亚迪电子涨6.33%，中创新航涨1.64%，天能动力涨1.53%，比亚迪股份涨0.52%，超威动力收平。

有色金属股走强，赣锋锂业涨13.28%，天齐锂业涨9.80%，紫金矿业涨4.70%，山东黄金涨4.47%，洛阳钼业涨2.70%，招金矿业涨2.66%，中国宏桥涨2.42%，中国铝业涨1.22%。

苹果概念股纷纷上行，富智康集团涨6.90%，比亚迪电子涨6.33%，丘钛科技涨4.24%，舜宇光学科技涨3.25%，伟仕佳杰涨1.42%，高伟电子涨0.82%，瑞声科技跌0.66%，东江集团控股跌0.56%。

半导体股齐涨，宏光半导体涨7.55%，先思行涨6.82%，晶门半导体涨4.08%，中芯国际涨2.46%，中电华大科技涨1.55%，硬蛋创新涨1.49%，上海复旦涨1.37%，华虹半导体涨0.96%。

个股方面， $快手-W (01024.HK)$ 涨超3%，快手将于明日公布业绩，多家机构料三季度电商GMV同比增长15%。

$携程集团-S (09961.HK)$ 涨近6%，第三季度净营业收入159亿元，同比上升16%。

$蔚来-SW (09866.HK)$ 涨超5%，机构料Q4新能源内需同比增长54%。

$天齐锂业 (09696.HK)$ 涨近10%，澳洲锂矿停产促锂价反弹，机构称2025年锂电全球需求持续增长。

$上海电气 (02727.HK)$涨超6%，此前斥资30.82亿元并购发那科机器人。

$中广核矿业 (01164.HK)$涨近4%，俄罗斯限制对美出口浓缩铀，铀价短期将有提振。

$思摩尔国际 (06969.HK)$涨超7%，海外监管趋严利好合规龙头，国内政策风险基本出清。

今日成交额TOP10

港股通资金

港股通方面，今日港股通（南向）净流入19.73亿港元。

机构观点：

杰富瑞：上调携程目标价至603港元，公司继续展现出强劲执行力。

杰富瑞发表报告指出， $携程集团-S (09961.HK)$ 第三季总收入按年增长16%至159亿元，较该行及市场预期各高出1.4%及2.2%。非公认会计准则下净利润59.6亿元，高过市场及该行预期的47.7亿及54.7亿元。该行维持对携程“买入”评级，目标价由581港元上调至603港元，对其第四季总收入预测按年增长19%至123亿元，原先预期为120亿元，认为公司继续展现出强劲执行力，开启海外机遇。

花旗：维持阿里巴巴“买入”评级，预计第三财季GMV将再次加速增长。

花旗发表报告指出， $阿里巴巴-W (09988.HK)$ 9月底止第二财季业绩符合该行预期，经调整净利润及EBITA略超预期。该行引述阿里管理层指出，双11促销期间商品交易总额表现强劲，并对未来可能出台更多刺激措施以提振消费信心持正面态度。踏入阿里2025年第三财季，该行预计在刺激需求及双11表现良好的情况下，商品交易总额将再次加速增长。该行维持对其“买入”评级，目标价132港元。

建银国际：维持京东“跑赢大市”评级，上调2024财年盈利预测。

建银国际发表研报指， $京东集团-SW (09618.HK)$ 今年第三季度收入按年升5.1%，符合预期；非通用会计准则净利润按年升24%，分别较该行及市场预期高19%及16%，相关表现主要受惠京东零售及京东物流利润率胜预期。另外，建银国际将京东2024财年盈利预测上调5%，同时维持2025及2026财年预测基本不变。该行维持京东H股“跑赢大市”评级，目标价212.3港元。

编辑/Wade

On November 19, Futu News reported that the three major stock indexes in Hong Kong rose together, with Hang Seng Index up by 0.44%, Technology Index up by 1.23%, and National Index up by 0.36%.

As of the close, 1088 stocks in Hong Kong rose, 765 fell, and 1229 remained unchanged.

The specific industry performance is shown in the following figure:

In terms of sectors, network technology stocks showed mixed performance, with Kuaishou-W up by 3.10%, Xiaomi-W down by 1.74%, Meituan-W up by 1.72%, Bilibili-W up by 1.24%, Alibaba-W down by 1.22%, Netease-S down by 0.59%, Tencent Holdings up by 0.49%, and JD Group-SW down by 0.15%.

Gold-related stocks rose, with China Gold International up by 12.91%, China Silver Group up by 9.50%, R.A. Silk Road down by 6.12%, Lingbao Gold up by 4.90%, Zijin Mining up by 4.70%, Shandong Gold up by 4.47%, Zhaojin Mining up by 2.66%, and Persistence Resource up by 2.56%.

Lithium battery stocks strengthened, with Honbridge up by 19.64%, Ganfeng Lithium up by 13.28%, Tianqi Lithium Corporation up by 9.80%, BYD Electronics up by 6.33%, Sinomicro up by 1.64%, Tianneng Power up by 1.53%, BYD Co. up by 0.52%, and Chaowei Power remaining unchanged.

Nonferrous metals stocks surged, with Ganfeng Lithium up by 13.28%, Tianqi Lithium Corporation up by 9.80%, Zijin Mining up by 4.70%, Shandong Gold up by 4.47%, CMOC Group Limited up by 2.70%, Zhaojin Mining up by 2.66%, Chinahongqiao up by 2.42%, and Aluminum Corporation of China up by 1.22%.

Apple supplier stocks rose across the board, with FIH up by 6.90%, BYD Electronics up by 6.33%, Q Tech up by 4.24%, Sunny Optical up by 3.25%, Vstecs up by 1.42%, Cowell up by 0.82%, AAC Tech down by 0.66%, and TK Group Holdings down by 0.56%.

Semiconductor stocks rose across the board, with Hg Semi up 7.55%, Av Concept Holdings up 6.82%, Solomon Systech up 4.08%, Semiconductor Manufacturing International Corporation up 2.46%, Ce Huada Tech up 1.55%, Ingdan up 1.49%, Shanghai Fudan up 1.37%, Hua Hong Semi up 0.96%.

In terms of individual stocks, $KUAISHOU-W (01024.HK)$ Rising by over 3%, Kuaishou will announce its performance tomorrow, with multiple institutions expecting a 15% year-on-year growth in GMV of e-commerce in the third quarter.

$TRIP.COM-S (09961.HK)$ Rising by nearly 6%, the net revenue in the third quarter was 15.9 billion yuan, up 16% year-on-year.

$NIO-SW (09866.HK)$ Rising by over 5%, institutions predict a 54% year-on-year growth in domestic demand for new energy vehicles in Q4.

$TIANQI LITHIUM (09696.HK)$ Rising nearly 10%, Australian lithium mine production suspension promotes the rebound of lithium prices, institutions say global demand for lithium batteries will continue to grow by 2025.

$SH ELECTRIC (02727.HK)$Rising over 6%, previously spent 3.082 billion yuan to acquire Siasun Robot & Automation.

$CGN MINING (01164.HK)$Rising nearly 4%, Russia restricts exports of enriched uranium to the United States, short-term uranium prices will be boosted.

$SMOORE INTL (06969.HK)$Rising over 7%, increasingly stringent overseas regulations are beneficial to compliance leaders, domestic policy risks are basically cleared.

TOP 10 trading volume today

Hong Kong Stock Connect Fund

Regarding the Hong Kong stock connect, the net inflow of the Hong Kong stock connect (southbound) today was 1.973 billion Hong Kong dollars.

Institutional perspective:

Jefferies Financial: Raised the target price of Ctrip to 603 Hong Kong dollars, the company continues to demonstrate strong execution capabilities.

Jefferies Financial released a report pointing out that $TRIP.COM-S (09961.HK)$ In the third quarter, total revenue increased by 16% year-on-year to 15.9 billion yuan, exceeding both the bank's and market's expectations by 1.4% and 2.2% respectively. Under non-GAAP, the net income was 5.96 billion yuan, higher than the market and bank's expectations of 4.77 billion and 5.47 billion yuan. The bank maintains a "buy" rating for Ctrip, raising the target price from 581 Hong Kong dollars to 603 Hong Kong dollars. It forecasts a 19% year-on-year increase in total revenue for the fourth quarter to 12.3 billion yuan, compared to the previous expectation of 12 billion yuan, believing that the company continues to demonstrate strong execution capabilities and seizes overseas opportunities.

Citigroup: Maintains a "buy" rating on Alibaba, expecting accelerated growth in gross merchandise volume (GMV) in the third quarter.

Citigroup's report pointed out, $BABA-W (09988.HK)$ At the end of September, the second quarter earnings met the bank's expectations, with adjusted net income and EBITA slightly exceeding expectations. The bank cited Alibaba's management pointing out that the total transaction volume during the November 11 shopping festival was strong, and they hold a positive attitude towards potential stimulus measures to boost consumer confidence in the future. Moving into Alibaba's 2025 third quarter, the bank expects the total transaction volume to accelerate once again given the strong demand stimulus and a good performance during November 11. The bank maintains its "buy" rating on Alibaba with a target price of HK$132.

UBS Securities: Maintains an "outperform" rating on JD.com, raises profit forecast for fiscal year 2024.

UBS Securities released a research report stating, $JD-SW (09618.HK)$ In the third quarter of this year, revenue increased by 5.1% year-on-year, meeting expectations; non-GAAP net income rose by 24% year-on-year, exceeding the bank and market expectations by 19% and 16% respectively, mainly due to better-than-expected profitability of JD Retail and JD Logistics. In addition, UBS Securities raised its profit forecast for JD.com for fiscal year 2024 by 5%, while maintaining the forecasts for fiscal years 2025 and 2026 mostly unchanged. The bank maintains its "outperform" rating on JD.com listed in Hong Kong with a target price of HK$212.3.

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.