Afternoon review of Hong Kong stock market

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Hong Kong market quick view | All three major Indexes closed higher, with active performance in tech and Brokerage stocks, Xiaomi Group rose nearly 4%, and Guolian increased by more than 9%.

Futu News · Dec 12, 2024 16:38

富途资讯12月12日消息，港股三大指数齐涨， $恒生指数 (800000.HK)$ 涨1.20%， $恒生科技指数 (800700.HK)$ 涨1.53%， $国企指数 (800100.HK)$ 涨1.53%。

截至收盘，港股上涨1194只，下跌812只，收平1085只。

具体行业表现如下图：

板块方面，科网股多数上涨，小米集团-W涨3.78%，快手-W涨2.47%，阿里巴巴-W涨2.09%，腾讯控股涨1.42%，商汤-W跌1.27%，美团-W涨1.14%，网易-S涨1.13%，京东集团-SW跌0.81%。

证券及经纪股齐涨，国联证券涨9.23%，招商证券涨2.70%，申万宏源涨1.15%，中金公司涨1.26%，招商证券涨2.70%。

酒精饮料股齐涨，怡园酒业涨5.73%，华润啤酒涨5.69%，百威亚太涨5.28%，青岛啤酒股份涨4.91%，西藏水资源涨4.84%，珍酒李渡涨2.04%，香港生力啤收平。

餐饮股走高，海伦司涨9.52%，九毛九涨5.40%，奈雪的茶涨5.00%，特海国际涨4.55%，海底捞涨3.89%，达势股份涨3.85%，百胜中国涨3.04%，呷哺呷哺涨1.68%。

体育用品股表现亮眼，滔搏涨7.78%，特步国际涨3.35%，361度涨3.33%，中国动向跌2.90%，李宁涨2.68%，安踏体育涨2.49%，裕元集团涨1.37%，宝胜国际收平。

赌场及博彩股齐涨，美高梅中国涨4.29%，金沙中国有限公司涨4.04%，汇彩控股涨3.03%，新濠国际发展涨1.98%，澳博控股跌1.74%，银河娱乐涨1.24%，永利澳门涨0.85%，金界控股涨0.33%。

汽车股表现亮眼，雅迪控股涨6.37%，长城汽车涨3.41%，华晨中国涨2.58%，比亚迪股份涨2.41%，蔚来-SW跌2.41%，理想汽车-W涨2.03%，吉利汽车涨1.64%，小鹏汽车-W涨0.20%。

个股方面，$东阳光长江药业 (01558.HK)$盘中涨近9%，控股股东东阳光药业递交招股书，拟以介绍方式在港上市。

$联易融科技-W (09959.HK)$盘中涨超10%，数字金融顶层方案出炉，公司未来交易量有望逐步恢复。

$波司登 (03998.HK)$现涨超5%，冰雪运动市场高速发展，公司定位贴合冰雪产业发展趋势。

$中旭未来 (09890.HK)$午后涨超7%，游戏IP价值持续凸显，公司进行多元化产品布局。

$毛戈平 (01318.HK)$现涨超5%，公司为国货高端美妆龙头，机构称盈利能力有提升空间。

$蒙牛乳业 (02319.HK)$盘中涨超8%，乳制品需求有望得到改善。

$国富氢能 (02582.HK)$涨超6%创上市新高，较招股价涨近七成，公司为氢能储运设备制造商。

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32.72亿港元。

机构观点

摩根大通：未来数周市场气氛或较为高涨，重申港交所“增持”评级

摩根大通发表报告，称在中央经济工作会议前夕，中共中央政治局会议对政策作出更积极的表态，市场可能会对中国股市产生新的看法，在未来数周市场气氛或较为高涨，认为 $香港交易所 (00388.HK)$ 将会是主要的受惠者。随着市场高波动性持续，将会有利股票现货及衍生品交投，重申对港交所的“增持”评级，目标价为390港元。

里昂：上调BOSS直聘目标价至17.5美元，第三季业绩符合预期

里昂发表报告指， $BOSS直聘-W (02076.HK)$ 第三季业绩符合该行预期，总营收较去年同期增长19%至19亿元，经调整营业利润为6.05亿元，利润率为31.7%。报告指，BOSS直聘管理层对明年收入的持续增长充满信心。企业用户呈现早期正面趋势，相信不利因素大多已反映。由于慷慨的股票回购，发行股数首次出现季度下降。该行将目标价从16美元调高至17.5美元，维持“跑赢大市”评级。

高盛：首予汽车之家“中性”评级，目标价为55港元

高盛发表报告，首次覆盖 $汽车之家-S (02518.HK)$ ，予其H股“中性”评级，目标价为55港元，指公司是少数良好执行股东回报政策并专注于经常性现金派息的公司之一。

编辑/Danial

Futu News, December 12, reported that the three major indices of the Hong Kong stock market all rose. $Hang Seng Index (800000.HK)$ Increased by 1.20%, $Hang Seng TECH Index (800700.HK)$ Increased by 1.53%, $Hang Seng China Enterprises Index (800100.HK)$ Increased by 1.53%.

As of the market close, there were 1,194 stocks rising, 812 stocks falling, and 1,085 stocks remained unchanged.

The specific industry performance is shown in the following figure:

In the sector, most Network Technology stocks rose, with XIAOMI-W increasing by 3.78%, KUAISHOU-W by 2.47%, Alibaba-W by 2.09%, TENCENT by 1.42%, SenseTime-W falling by 1.27%, MEITUAN-W rising by 1.14%, NTES-S by 1.13%, and JD-SW dropping by 0.81%.

Securities and Brokerage stocks all rose, with Guolian increasing by 9.23%, China Merchants by 2.70%, SWHY by 1.15%, China International Capital Corporation by 1.26%, and China Merchants by 2.70%.

Alcoholic Beverage stocks all increased, with GRACEWINE rising by 5.73%, CHINA RES BEER by 5.69%, BUD APAC by 5.28%, TSINGTAO BREW by 4.91%, TIBET WATER by 4.84%, ZJLD by 2.04%, and SAN MIGUEL HK being flat.

Dining stocks rose, with HELEN increasing by 9.52%, JIUMAOJIU by 5.40%, Nayuki's Tea by 5.00%, SUPER HI by 4.55%, HAIDILAO by 3.89%, DPC DASH by 3.85%, YUM CHINA by 3.04%, and XIABUXIABU by 1.68%.

Sporting Goods stocks performed well, with TOPSPORTS increasing by 7.78%, XTEP INT'L by 3.35%, 361 DEGREES by 3.33%, CHINA DONGXIANG dropping by 2.90%, LI NING by 2.68%, ANTA SPORTS by 2.49%, YUE YUEN IND by 1.37%, and POU SHENG INT'L being flat.

Casinos and Gaming stocks all rose, with MGM CHINA increasing by 4.29%, SANDS CHINA LTD by 4.04%, PARADISE ENT by 3.03%, MELCO INT'L DEV by 1.98%, SJM HOLDINGS dropping by 1.74%, GALAXY ENT by 1.24%, WYNN MACAU by 0.85%, and NAGACORP by 0.33%.

Automobile stocks performed well, with YADEA rising by 6.37%, Great Wall Motor by 3.41%, BRILLIANCE CHI by 2.58%, BYD by 2.41%, NIO-SW dropping by 2.41%, LI AUTO-W increasing by 2.03%, Geely by 1.64%, and XPENG-W by 0.20%.

In terms of individual stocks,$HEC CJ PHARM (01558.HK)$During trading, it rose nearly 9%, and the controlling shareholder Guangdong Hec Technology Holding submitted a prospectus, planning to go public in Hong Kong through an introduction.

$LINKLOGIS-W (09959.HK)$During trading, it rose over 10%, the top-level plan for digital finance was released, and the company's trading volume is expected to gradually recover in the future.

$BOSIDENG (03998.HK)$Currently up over 5%, the ice and snow sports market is developing rapidly, and the company's positioning aligns with the development trends of the ice and snow industry.

$ZX INC (09890.HK)$In the afternoon, it rose over 7%, highlighting the ongoing value of game IPs, and the company is diversifying its product layout.

$MAO GEPING (01318.HK)$Currently up over 5%, the company is a leader in high-end domestic cosmetics, with institutions stating there is improvement potential in profitability.

$MENGNIU DAIRY (02319.HK)$During the trading session, it rose over 8%, and the demand for dairy products is expected to improve.

$GUOFUHEE (02582.HK)$It rose over 6%, setting a new high since its listing, and has nearly increased by 70% compared to the offering price; the company is a manufacturer of hydrogen energy storage and transportation equipment.

Today's transaction volume TOP10

Hong Kong Stock Connect funds

In terms of the Hong Kong Stock Connect, there was a net outflow of 3.272 billion HKD today.

Institutional perspective

JPMorgan: The market sentiment may be relatively high in the coming weeks, reiterating an "Overweight" rating for HKEX.

In a report, JPMorgan stated that on the eve of the Central Economic Work Conference, the Political Bureau of the Central Committee made a more positive statement on policy, which may lead the market to develop a new outlook on the Chinese stock market; the market sentiment may be relatively high in the coming weeks. $HKEX (00388.HK)$ They believe that it will be the main beneficiary. With the continued high volatility of the market, it will be advantageous for stock spot and derivatives trading, and they reiterate an "Overweight" rating for HKEX with a target price of 390 HKD.

CITIC: Raised the target price for Kanzhun to $17.5, with third-quarter results meeting expectations.

Citi released a report stating, $BOSS ZHIPIN-W (02076.HK)$ The third-quarter performance met the bank's expectations, with total revenue growing 19% year-on-year to 1.9 billion yuan, adjusted operating profit at 0.605 billion yuan, and a profit margin of 31.7%. The report noted that BOSS直聘 management is confident in continued revenue growth for next year. Corporate users are showing early positive trends, and it is believed that most adverse factors have already been reflected. Due to generous Share Buyback, the number of shares issued has decreased for the first time in a quarter. The bank raised the target price from $16 to $17.5, maintaining an "outperform" rating.

Goldman Sachs: Initiates a "Neutral" rating on Autohome, with a target price of 55 HKD.

Goldman Sachs released a report, initiating coverage $AUTOHOME-S (02518.HK)$ and gave its H Shares a "Neutral" rating, with a target price of 55 HKD, stating that the company is one of the few that executes a good shareholder return policy and focuses on regular cash dividends.

Editor/Danial

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