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港股午评 | 科技股大涨!腾讯再创新高;恒大物业飙升超25%

Hong Kong Stock Afternoon Review | Technology stocks are soaring! Tencent reached a new high; Evergrande properties soared by more than 25%

富途資訊 ·  Jan 18, 2021 12:09  · Exclusive

Futu Information on January 18 | the main index of the Hong Kong stock market rose. The Hang Seng Index rose rapidly after opening 0.42% lower in the morning, reaching an intraday high of 28773.41 points, closing up 0.49% at 28712.79 points at midday, and the state-owned enterprises index closed up 0.67% at 11396.01 points at midday.

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Plate aspectTechnology stocks rose, and the Hang Seng Technology Index hit another record high, closing up 3.26% at 9061.99 at midday. Zhongqiu titanium technology rose 14.95%, Kingdee International Software Group 11.43% and ZTE Corporation 7.64%.

Sssa concept surged again today, with vobile group up 12.95%, China Software International up 10.37%, and mobile cards up 9.45%. Hongta Securities pointed out a few days ago that in the future, with the improvement of China's information level, cloud computing infrastructure is becoming more and more mature, domestic alternative policy support, the SaaS industry is expected to usher in rapid development opportunities, the relevant leaders are expected to achieve both performance and valuation.

The semiconductor sector was strong, with Hua Hong Semiconductor up 7.05% and Semiconductor Manufacturing International Corporation up 4.7%. Huachuang Securities pointed out that under the background of the second outbreak of the overseas epidemic, the recovery of overseas supply lags behind the recovery of overseas demand, and the spillover effect leads to a boom in supply and demand of contract manufacturing capacity in Greater China, which is restricted by the shortage of contract manufacturing capacity, the delivery cycle of mainstream suppliers of power, simulation, MCU and other products continues to extend, and the industrial chain continues to rise, taking into account the strong demand in the downstream market and the rising water level of safety inventory under the background of the epidemic. The high manufacturing capacity in the mainland is expected to continue to accelerate.

Photovoltaic solar stocks rose sharply, including Poly Xiexin Energy up 13.04%, Luoyang Glass shares up 9.65% and Flat Glass Group 8.67%. Western Securities refers to Zhihui Photovoltaic preliminary statistics, at present, seven provinces and autonomous regions have announced the 14th five-year Plan for photovoltaic development, of which Jiangsu, Tibet, Hebei and Sichuan respectively proposed to install 10GW, 9GW, 22GW and 20GW within five years. Guangdong currently records more than 22GW for online photovoltaic projects, and Yunnan and Guangxi have also announced 21-year photovoltaic plans. it is expected that the demand for photovoltaic installation in various provinces will continue to be strong in the future.

Telecom stocks continued to be strong last week, with China Telecom Corporation up 5.13 per cent, China Mobile Limited 4.88 per cent and China Unicom 4.59 per cent. Last week, Hong Kong Stock Exchange had a net inflow of 58.6 billion yuan, of which China Telecom Corporation, China Mobile Limited and China Unicom bought the top 10 stocks for southbound funds weekly.

Individual stocks$Tencent (00700.HK) $Shares hit another new high in intraday trading, closing up 1.86% at HK $657 in midday trading. According to statistics, as of January 15, southward funds had bought Tencent for 16 consecutive trading days, totaling 54.366 billion Hong Kong dollars.

$Guangzhou Automobile Group (02238.HK) $At midday, it closed down 5.22% at HK $8.89. In response to questions raised by Ouyangming, an academician of the Chinese Academy of Sciences, GAC said: "the car with a range of 1000 km this year will definitely come out, and so will the fast charging. It is theoretically possible to fill it with 1000 km in 8 minutes. The graphene battery vehicle has been put into mass production testing, and relevant information will be released according to the progress of the project. "

$Evergrande Property Services (06666.HK) $At midday, it closed up 25.24 per cent at HK $15.38. The company held a military writ oath meeting a few days ago, and issued two major assessment documents to companies in various regions to expand the area under management and net profit, clearly proposing that the area under management should be expanded by 30 million square meters per month this year, and the net profit per quarter should be more than 50% higher than that of last year's net profit.

$Meituan-W (03690.HK) $It closed 5.4 per cent higher at HK $324.2 at midday. According to statistics, as of January 15, southward funds have been buying Meituan net for eight trading days, totaling 4.119 billion Hong Kong dollars.

$Great Wall Motor (02333.HK) $At midday, it closed up 7.36% at HK $27.7. Furey, a foreign brokerage, believes that Changqi can maintain its leading position in automatic devices, raising its revenue growth forecast for 2021 and 2022 to 23 per cent and 13 per cent, profit growth of 60 per cent and 39 per cent, and sales growth is expected to accelerate with the launch of new products. Maintain the "buy" rating and raise the target price by 73% to HK $35.

Edit / Jeffy

The translation is provided by third-party software.


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