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,$Hang Seng Index (800000.HK)$Cumulatively down 1.52%, closing at 23916.06 points; during the same period.$Hang Seng TECH Index (800700.HK)$Cumulatively down 2.34%, closing at 5216.26 points;$Hang Seng China Enterprises Index (800100.HK)$In the same period, it fell by 1.75%, closing at 8609.27 points.
The new stock has stirred excitement! A company independently developing a large model for mountains and seas. $UNISOUND (09678.HK)$ In the week, it has increased by over 60%, the parent company of IF coconut water. $IFBH (06603.HK)$ In the week, it has increased by nearly 50%.
Yunzhisheng and IFBH were listed on the Hong Kong Stock Exchange on June 30.
$UNISOUND (09678.HK)$ It is an AI solution provider focused on selling conversational AI products and solutions for everyday life and medical-related application scenarios in China. The company's Business is concentrated on enhancing operation efficiency, strengthening decision-making capabilities, and providing better outcomes through user-centered AI solutions, empowering clients from various Industries. $IFBH (06603.HK)$ Founded in 2013, it was spun off from the international operations of Thai beverage manufacturer General Beverage, headquartered in Singapore, and introduced if ready-to-drink natural coconut water to the mainland China market.
HTSC expects that 19 stocks may be included in the Hong Kong Stock Connect in early September, including Yunzhi Voice and IFBH. During the past period, Yunzhi Voice's revenue mainly came from the sale of AI products and solutions. Yunzhi Voice's revenue increased from 0.601 billion yuan in 2022 to 0.939 billion yuan in 2024, with a compound annual growth rate of 25.0%. Regarding IFBH's financial situation, in 2023 and 2024, the company's revenue was 87.442 million USD and 0.158 billion USD, with Net income of 16.754 million USD and 33.316 million USD.
$CHONGQING IRON (01053.HK)$ Weekly increase exceeded 43%, Institutions report that the cost side for steel mills has decreased significantly, and profit levels have somewhat recovered.
In terms of news, regarding the rumor of "Tangshan's sintering machine production limit of 30% from July 4 to 15," according to a Mysteel survey, about half of the steel mills reported receiving notifications, while the majority of the remaining steel mills also indicated that it is highly likely to be true. On June 25, Mysteel's sintering ore data showed that 12 steel enterprises in Tangshan (accounting for 60% of capacity) produced 0.27 million tons of sintering ore daily, with a capacity utilization rate of 83%; if the planned production limit policy is implemented, the capacity utilization rate may fall to 70%, and daily sintering ore production may decrease by 0.03 million tons.
Huachuang Securities previously pointed out that since the beginning of this year, the prices of major raw materials have continued to decline, significantly reducing the cost side for steel mills, thus providing certain保障 for steel profits. As a result, the profitability levels of steel mills have recovered somewhat. However, currently, demand support is relatively weak, and the profit recovery mainly comes from cost-side concessions. If effective control measures for crude steel are implemented in the future, the Industry supply may begin to decline, further suppressing raw material prices on one hand, and improving the supply-demand relationship to support steel prices, potentially leading to greater elasticity of steel profits.
Medical stocks are gaining strength again, $AKESO (09926.HK)$ with a cumulative increase of over 25% for the week, $TRANSTHERA-B (02617.HK)$ with a cumulative increase of over 22% for the week.
On the news front, the National Healthcare Security Administration and the National Health Commission issued "Several Measures to Support the High-Quality Development of Innovative Drugs" on June 30. It mentioned increasing support for innovative drug R&D, facilitating innovative drugs' entry into the basic medical insurance drug catalog and commercial health insurance innovative drug catalog, supporting the clinical application of innovative drugs, and enhancing the payment capacity for innovative drugs, among other points.
Citi published a research report stating that this is the first time two government departments have jointly issued policies to support differentiated innovation in drugs. It is also the first time that the National Healthcare Security Administration proposed sharing medical insurance data with pharmaceutical companies to support R&D. Citi expects that in the second half of 2025, the innovative drug and biotechnology Sector will welcome multiple catalysts, including commercial collaborations, accelerated regulatory approvals, and a favorable pricing environment. Additionally, the incremental payments by commercial insurance to the medical system will also drive Industry development.
$AKESO (09926.HK)$ Previously announced, the company's self-developed first dual antibody ADC drug AK146D1 (Trop2/Nectin4 ADC) has completed the enrollment of the first subject in the phase I clinical study for the treatment of advanced solid tumors. $TRANSTHERA-B (02617.HK)$ Previously announced, its self-developed multi-target kinase inhibitor Teinogatin (TT-00420) has received fast track designation from the U.S. Food and Drug Administration (FDA) for the treatment of metastatic castration-resistant prostate cancer.
The stock price has reached an all-time high! $NANSHAN AL INTL (02610.HK)$ Weekly increase exceeds 30%, the company is expected to enter the Hong Kong Stock Connect list in September.
Shandong Nanshan Aluminium International is a subsidiary of Shandong Nanshan Aluminium in the A-share market, with its main Business being the Indonesian alumina project. In June of this year, Shandong Nanshan Aluminium announced plans to establish a joint venture to construct a caustic soda project in Indonesia, which will primarily sell caustic soda to alumina companies within the park. This project will help enhance the company's raw material security for alumina in Indonesia, further extend the Industry Chain, and strengthen the resilience and flexibility of the company's overseas Business.
Hang Seng Index Limited will announce the results of the Hang Seng Index series review for the second quarter of 2025 on August 22, with all changes to be implemented after the market closes on September 5 and effective from September 8. At that time, the Shanghai and Shenzhen Exchanges will adjust the scope of investable symbols for the Hong Kong Stock Connect accordingly. HTSC expects that Shandong Nanshan Aluminium International will be included in the scope of the Hong Kong Stock Connect. The bank also states that the continued increase in the importance of southbound funds in the Hong Kong market may further amplify the liquidity effects brought about by this round of adjustments to the Hong Kong Stock Connect symbols.
On the other hand, the stocks that performed weakly this week are as follows:
Editor/Hao
