年初“中特估”行情下，港股与A股“共振上升”，中字头个股起头先涨；进入3月年度业绩披露期，各大科网股基本面反转，提振股价上行；今年9月底，顶层重磅政策连续发布，中国资产大爆发，港股连日急攻，恒指曾一日大涨6%。As 2024 quietly approaches its end, reflecting on this year's capital markets reveals both exciting breakthroughs and tumultuous moments; the main theme of AI ran throughout the year, and the Trump trade added brilliance to the second half.
How can new opportunities be seized in the upcoming year of 2025? Welcome to subscribe to the special topic."2024 Annual Review", let's look back at the past, solidify our experiences, and collectively welcome a new chapter in the future.
After three consecutive years of decline, 2024 has brought a turnaround for Hong Kong stocks.
At the beginning of the year, under the "China Special Valuation" trend, Hong Kong stocks resonated upward with A-shares, and stocks beginning with Middle Letter rose first; entering the annual performance disclosure period in March, the fundamentals of major Network Technology stocks reversed, boosting stock prices upward; by the end of September this year, significant top-level policies were continuously announced, leading to a massive explosion of Chinese assets, and Hong Kong stocks surged over several consecutive days, with the Hang Seng Index once rising by 6% in a day.
Looking back now, the bottom of Hong Kong stocks was at 14,794 points at the beginning of the year, and it has now stabilized above 20,000 points. As of the close on December 12, $Hang Seng Index (800000.HK)$ Has increased by 19.65% this year. $Hang Seng TECH Index (800700.HK)$ Has increased by 22.22%.
So who are the top ten bull stocks in the Hong Kong stock market for 2024? Which Hong Kong stocks with a market cap of over one hundred billion can rank among the top ten?
Top Ten Bull Stocks in the Hong Kong Stock Market
Among Hong Kong stock companies with a Market Cap greater than 50 billion, $POP MART (09992.HK)$ The increase this year has reached an astonishing 361.87%, truly outpacing others.
POP MART's overseas business has become an important engine for its Market Cap growth. According to the announcement released by the company, in the third quarter of 2024, POP MART's revenue from Hong Kong, Macau, Taiwan and overseas grew by 440% year-on-year to 445 million yuan. In the first half of the year, the revenue growth rate from Hong Kong, Macau, Taiwan and overseas markets had already reached 259.6%; the performance in the Southeast Asian market was particularly outstanding, achieving revenue of 0.56 billion yuan in the first half of the year, with the overseas market accounting for 41.1% of revenue, representing a year-on-year increase of 478.3%, making it the fastest-growing market.
Citi published a Research Report indicating that POP MART's trend of global market expansion will continue until next year, with sales expected to increase by 14% in China and 47% in overseas markets by 2025. Overall sales and adjusted profit are expected to grow by 27% and 29% year-on-year, respectively. This growth is mainly due to the increased recognition of IP, the expansion of product varieties, the increase in the number of overseas stores, the diversification of channels, and the improvement of the supply chain.
In addition, this year, China's assets have repeatedly surged. Benefiting from the hot trading sentiment between Hong Kong and A-shares, China-Affiliated Brokerage stocks have become the "vanguard" of the Hong Kong stock market. $CMSC (06099.HK)$The cumulative increase reached 171.53%, $CGS (06881.HK)$ The cumulative increase reached 171.53%, $SWHY (06806.HK)$ A cumulative increase of 94.77%.
In addition, since 2024, the country has actively promoted the 'replace old with new' policy for Autos, which has gradually been implemented, driving growth in auto consumption, while also boosting the rise of related Auto stocks.
Among them, $XIAOMI-W (01810.HK)$ A cumulative increase of 95.19%, with XIAOMI-W's SU7 achieving its annual delivery target of 0.1 million units ahead of schedule, while also announcing a goal to reach 0.13 million units. $GEELY AUTO (00175.HK)$ A cumulative increase of 89.42%, with total sales in November 2024 around 0.355 million vehicles, a year-on-year increase of 20.7%, setting a new record.
Top ten gainers among Hong Kong stock giants.
In the context of "undervalued, high dividend" at the beginning of the year, among the Hong Kong giants with a market cap of over 500 billion, the top ten annual gainers are mostly stocks with "China-Affiliated Valuation", followed by the Network Technology stocks that have performed well.
High-dividend banking stocks occupy the majority of the top ten gainers. $CM BANK (03968.HK)$ Accumulated increase of 52.97%, $ABC (01288.HK)$ Accumulated increase of 49.45%, $CCB (00939.HK)$ Accumulated increase of 47.92%; among the high-dividend energy stocks. $CNOOC (00883.HK)$ and $CHINA SHENHUA (01088.HK)$ The cumulative increase has reached 53.97% and 44.69% respectively.
Star Network Technology Stocks $MEITUAN-W (03690.HK)$ The cumulative increase reached 103.91%. The strong growth in performance for MEITUAN in 2024, especially the significant increase in Net income, exceeded market expectations and supported its stock price rise.
"The King of Hong Kong Stocks"$TENCENT (00700.HK)$ The cumulative increase reached 41.21%, the steady growth of the gaming business and the announcement of a share repurchase plan exceeding 100 billion Hong Kong dollars weakened the impact of the major shareholder Naspers' shareholding on TENCENT's stock price and highlighted TENCENT's confidence in its own value.
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Editor/Rocky