Editor's Note:This Week's Strong Stocks in Hong Kong and U.S.The column closely follows market trends every week, reviewing the weekly performance of Hong Kong and US stock markets, helping mooers to sort out the week's hot sectors, strong stocks, and significant news, looking for investment themes with profit potential.
This week,$Hang Seng Index (800000.HK)$In total, an increase of 0.42%, reported at 23892.56 points; during the same period.$Hang Seng TECH Index (800700.HK)$In total, a decrease of 0.89%, reported at 5239.71 points;$Hang Seng China Enterprises Index (800100.HK)$In the same period, it rose by 0.3%, closing at 8655.33 points.
The geopolitical situation in the Middle East is escalating! Oil prices are surging, and oil and gas stocks collectively rose on Friday.$SINOPEC SSC (01033.HK)$It surged by 25%.$UNITEDENERGY GP (00467.HK)$It rose over 21%, with gains of about 27% and 30% respectively during the week.
On Friday, Israel launched airstrikes on Iranian territory, and the market immediately fell into panic mode, causing oil prices to surge. Previously, JPMorgan noted that if a larger conflict breaks out in the Middle East leading to the closure of the Strait of Hormuz, in this worst-case scenario, Iran's oil exports could decrease by 2.1 million barrels per day, and oil prices would experience exponential growth, skyrocketing to the range of 120-130 dollars. UNITEDENERGY GP focuses its oil and gas operations in three major regions: Pakistan, Iraq, and Egypt.
Everbright pointed out that SINOPEC SSC is deeply rooted in the Middle East market. In Saudi Arabia, 11 drilling rigs have been granted a 10-year contract extension; new pipeline construction projects with Saudi Aramco have been signed, with a contract amount exceeding 1.1 billion USD; the Saudi Aramco S84 3D acquisition project has received a two-year contract extension from Saudi Aramco for the first time. The market share of services such as coiled tubing and hydrogen sulfide detection continues to expand, obtaining patent repair authorization from Grant Company.
The Medical stocks are experiencing a remarkable upward trend! $LUYE PHARMA (02186.HK)$ Surged over 33% this week,$XTALPI (02228.HK)$ Surged over 28% this week, $DUALITYBIO-B (09606.HK)$ Surged over 189% since being listed, $INNOCARE (09969.HK)$ In the year, it has increased over 134%.
On the news front, the General Office of the Central Committee and the State Council issued the "Opinions on Further Ensuring and Improving People's Livelihoods, Focusing on Solving People's Urgent Concerns." The opinions propose promoting the sharing of high-quality Medical resources. Promoting the expansion and regional balanced layout of high-quality Medical resources, optimizing the construction mode, management system, and operation mechanism of regional medical centers. Improving the adjustment mechanism of the basic medical insurance drug catalog and developing an innovative drug catalog for commercial health insurance.
Data shows that as of the end of May, a total of 34 domestically produced innovative drugs have been approved for listing in the country, which is close to the total number for the entire last year. In addition, in late May, Chinese innovative pharmaceutical companies shone again at ASCO, with 71 original research achievements selected for oral presentations, marking that Chinese pharmaceutical companies are rapidly moving to the international forefront of innovative research and development.
Guoyuan Securities stated that China's innovative drugs are currently entering the stage of result realization, with many catalyzing R&D progress, not significantly affected by the trade war, and are likely to continue as the main line for investment in the pharmaceutical sector by 2025. The Pacific Securities indicated that increased liquidity and risk preference, along with data and business development catalysts, are expected to become the main themes for the year.
The stock price has reached an all-time high! $DEKON AGR (02419.HK)$ In the week, it increased over 22%, and since the beginning of the year, it has risen nearly 237%. The company sold 0.8694 million live pigs in May, and Institutions indicate that leading enterprises are expected to achieve good profitability in the first half of the year.
In May 2025, the company sold 0.8694 million live pigs (including 0.8399 million for meat) with a sales revenue of 1.7 billion yuan; during this period, the average sales price of meat pigs was 14.64 yuan/kg. As of May 31, 2025, the company sold a total of 4.2971 million live pigs (including 4.0517 million for meat) with a sales revenue of 8.457 billion yuan.
Guoyuan Securities pointed out that currently, the profit of leading pig farming enterprises is approaching 300 yuan per head due to cost advantages. It is expected that leading companies will achieve good profitability in the first half of the year, while there may be some pressure on pig prices in the second half under continued supply pressure. If the industry's production capacity is adjusted in an orderly manner, the mid-term profitability of the industry is expected to improve.
On the other hand, the stocks that performed weakly this week are as follows:
Editor/Hao
