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港股午评 | 小米涨近5%创新高;光伏板块爆发,洛阳玻璃股份大涨17%

Hong Kong Stock Afternoon Review | Xiaomi rose nearly 5% to a record high; the photovoltaic sector exploded, and Luoyang Glass shares surged 17%

富途资讯 ·  Dec 14, 2020 12:13  · Exclusive

Futu News December 14 | Hong Kong stock Hang Seng Index closed down 0.1% at 26480 points in the morning, Hang Seng Technology Index rose 0.45%, and State-owned Enterprises Index rose 0.15%.

Plate aspectAuto stocks strengthened, with DongFeng Motor Group up 7 per cent, Great Wall Motor 6.77 per cent and Guangzhou Automobile Group 4.76 per cent. Ye Shengji, deputy secretary-general of the China Society of Automotive Engineering, said that through research and forecasts, automobile production and sales will exceed 26 million in 2021, which is expected to achieve an increase of 3%. The level of production and sales in the coming year will exceed that of last year, close to the year before last. On the other hand, new energy vehicles are likely to have an even bigger surprise, with a growth rate of more than 30 per cent and sales of 1.8 million vehicles.

The photovoltaic plate is strong, with Luoyang Glass shares up more than 17%, Flat Glass Group up more than 11%, Xinyi Solar and Poly Xiexin Energy up more than 3%. Pacific Securities pointed out that the 2020 Annual General meeting of China's photovoltaic industry was held smoothly, and the new installed capacity of China's photovoltaic industry is expected to reach 35GW this year, and 2021 is also the opening year of China's 14th five-year Plan. From the current calculation, the demand for new photovoltaic power generation scale during the 14th five-year Plan will be much higher than that of the 13th five-year Plan.

Apple Inc concept plate rose, Sunny Optical Technology rose 3.59%, BYD Electronic, Qiu Ti Technology, Fuzhikang Group, Tongda Group all rose more than 2%. Tianfeng International analyst Guo Mingyi released a research report saying that at present, the demand for iPhone is still stronger than that for Android mobile phones, and the demand for iPhone has not yet weakened.

The biotechnology sector strengthened, with Haohai Biotechnology up 10.32%, Vivia up more than 5%, and Platinum Pharmaceutical-B and Genscript Biotech Corporation up more than 4%.

Coal shares fell, China Coal Energy fell 6.44%, China Shenhua Energy fell 2.69%, Yanzhou Coal shares fell 2.65%. According to reports, on December 12, the National Development and Reform Commission convened a forum of ten electric power enterprises, which required that the coal purchase price of electric power enterprises should not exceed 640 yuan per ton. if it does, it should separately report to the National Development and Reform Commission, which will investigate the source of coal.

Individual stocks$JD Health (06618.HK) $It rose 7.54%, the highest level since its listing. Hang Seng Index announced last week that JD Health will be included in the Hang Seng Composite Index, Hang Seng China Enterprises Index, Hang Seng Technology Index, Hang Seng Healthcare Index and Hang Seng Hong Kong Stock New economy Index, effective from December 22, 2020. The company will be included in the FTSE China Index, MSCI China Index, China Index and Hang Seng Technology Index respectively from December 18 to 21, and is expected to receive passive capital inflows of $101 million, 263 million, 110 and 100 million respectively, with a total passive capital inflow of $574 million, according to a research report.

$XIAOMI Group-W (01810.HK) $Rose 4.9%, an all-time high in intraday trading. Lu Weibing, vice president of XIAOMI Group, yesterday released XIAOMI's final battle report through personal Weibo Corp. Figures show that the cumulative total sales of new omni-channel retail sales in China reached 7.15 billion, an increase of 40 per cent over the same period last year.

$Meituan-W (03690.HK) $It jumped short and opened low, falling more than 7% in intraday trading and closing down 3% at midday. People's Daily named and criticized community group buying on Friday night, and over the weekend, a number of suppliers announced a ban on supplying products to "severely low-priced" community group buying platforms.

Secondary new shares$Pop Mart International (09992.HK) $It fell sharply in early trading, falling more than 10% at one point, but now the decline has narrowed to 7.75%. Pop Mart International officially landed on the Hong Kong Stock Exchange on Friday, opening with a rise of more than 100 per cent, with a market capitalization of more than HK $100 billion at one point. The share price then fell, but eventually closed up 79%, closing with a market capitalization of HK $95.3 billion.

$China Molybdenum (03993.HK) $Up more than 5%. China Molybdenum announced yesterday that the company intends to adopt the wholly-owned subsidiary of CMOC Limited (Chinese name Luo Mo Holdings) from Freeport-McMoRanInc. (Delaware) to purchase its indirect holding of Bermuda subsidiary Jenny East Holdings Ltd. And Kisanfu Holdings Ltd. And thus indirectly acquire 95% of the shares of Phelps Dodge Congo S.A.R.L.A. Through this acquisition, the company has acquired a 95% interest in the Kisanfu copper-cobalt mine. The total consideration for this transaction is 550 million US dollars.

$Tsingtao Brewery (00168.HK) $Down 4.51%. According to market rumors, citing documents quoted by foreign news agencies, several shareholders of Tsing Tao Beer placed 31 million H shares, accounting for 2.3% of the total share capital of the issued shares, with a placing price of HK $75.34 to HK $75.67 per share, a discount of 3.79% to 4.21% compared with Friday's closing price of HK $78.65. Shareholders who sold shares include Fosun, China Momentum Investment Ltd., Rui re and so on.

Edit / lydia

The translation is provided by third-party software.


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