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港股午评 | 科技股大反弹!美团涨4.42%,网易升超5%

Hong Kong Stock Afternoon Review | Technology Stocks Rebound! Meituan rose 4.42%, and NetEase rose more than 5%

富途資訊 ·  Apr 14, 2021 12:12  · Exclusive

Futu Information on April 14 | Hong Kong stock market rebounded after three consecutive trading days. After opening sharply, the Hang Seng Index fluctuated at a high level, closing up 1.24% at noon, the National Index rose 1.35%, and the Hang Seng Technology Index rose 2.35%.

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Plate aspectTechnology stocks rebounded today, with NetEase, Inc rising 5.13%, Zhongan Online 3.06%, Baidu 3.02% and XIAOMI Group 2.61%.

Apple Inc's concept stock is stronger, with AAC Technologies Holdings Inc. up 4.18%, Dongjiang Group Holdings up 4.07%, Sunny Optical Technology up 2.15%, and Qiu Ti Technology up 2.13%. Apple Inc issued an invitation for a special event in the spring of 2021 early this morning, confirming that the event will be held online on April 20, local time in the United States. The event is expected to launch new iPad Pro models, new low-cost iPad, new iPad mini, new iMac and long-awaited AirTags.

Property management plate rose, of which China Resources Mixc Lifestyle Services rose 5.11%, Kaisa rose 2.65%, Country Garden Services Holdings rose 2.61%. Huatai research newspaper believes that the 2020 report of the property Management Company showed a bright answer, and the epidemic still achieved diversified expansion of scale, improved performance in both quantity and quality, and owners' value-added services blossomed more. At the same time, echelon differentiation is becoming more and more significant, and the head property management company has more advantages in terms of performance growth, profitability and reserve scale. As property management companies have put forward higher growth guidelines, industry competition will become increasingly fierce, scale echelon will accelerate differentiation.

Some steel stocks continued to rise today, with Angang up 4.35%, Xiwang Special Steel up 1.28% and Maanshan Steel up 1.25%. Open source securities believe that in the context of carbon neutralization, the supply side of the steel industry is expected to usher in a major reshaping opportunity in the future. In view of the fact that 2021 is the first year of eliminating production by the Ministry of Industry and Information Technology, steel production is still high in March compared with the same period last year, so there is a high probability that the industry supply will be strongly suppressed in the future. Due to the impact that the upward elasticity of prices is much higher than the decline in output, the profits of steel companies are expected to expand rapidly, coupled with the fact that leading enterprises are generally well equipped with environmental protection facilities, they are facing less pressure to limit production.

Individual stocks$Meituan-W (03690.HK) $At midday, it closed up 4.42 per cent at HK $288.2. Yesterday, data from the Stock Exchange's Central Clearing system shareholding record Enquiry Service (CCASS) showed that some investors transferred more than 300m shares or 5.12 per cent of their real-name holdings to Goldman Sachs Group, amid media speculation that major shareholders might want to sell out. Meituan responded to this: market speculation is not true.

$Kuaishou Technology-W (01024.HK) $At midday, it closed up 2.08 per cent at HK $264.6. CICC covered Kuaishou Technology for the first time and gave it a rating of "outperforming industry" with a target price of HK $353.9, mainly for three reasons: 1, benefit from the general trend of video, and the community attribute network effect is significant; 2, Kuaishou Technology continues to improve the ecological core competitiveness, there is still room for growth in the size of users; 3, the trust economy gives birth to a huge amount of space and unique development path for live e-commerce in the future.

$Guangzhou Automobile Group (02238.HK) $At midday, it closed up 4.86% at HK $6.91. It is reported in the market today that Tencent will deepen strategic cooperation with Guangzhou Automobile Group and sign a contract during the upcoming Shanghai Auto Show. Previously, the two sides signed a strategic cooperation framework agreement in September 2017 and launched the GAC ADiGO ecosystem in July 2019.

$Geely Automobile (00175.HK) $At midday, it closed up 5.51% at HK $20.3. Zhejiang Geely holding Group Co., Ltd. is considering raising about $1 billion to help Lutes, its British sports car and racing business, expand the electric car market in China, according to Bloomberg. Geely is working with consultants to explore the intentions of potential investors. The round could value Lutes' electric car business at about $5 billion. In addition to the fundraising, Geely is weighing the initial public offering of Lutes or just its electric vehicle business as early as next year. IPO could value Lutes' entire business at more than $15 billion.

$Sihuan Medicine (00460.HK) $At midday, it closed up 8.37% at HK $2.46. Great Wall Securities pointed out that at present, the company's highly competitive business platforms such as generic drugs, innovative drugs, API / CDMO, and Midea have been successfully rolled out, and the performance is expected to continue to grow rapidly. The valuation level of the company is lower than that of peer companies, and there may be some room for revaluation in the future, covering the investment rating of "overweight" for the first time.

$remittance Technology (01860.HK) $At midday, it closed up 9.74% at HK $8. The company recently announced that it plans to issue shares to GIC after the old, with a net raise of 426 million yuan. The share price rose 12.67% yesterday.

Edit / Jeffy

The translation is provided by third-party software.


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