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港股收评 | 汽车股集体大涨!比亚迪股份涨4%,长城汽车涨6%

Hong Kong stock reviews | Auto stocks have collectively surged! BYD shares rose 4%, Great Wall Motor rose 6%

富途資訊 ·  Jun 18, 2021 16:20

Futu Information on June 18 | the three major indexes of Hong Kong stocks closed higher, and technology stocks were active, causing the Hang Seng Technology Index to rise 1.77% to 8041 points, the Hang Seng Index up 0.85% to 28801 points, and the National Index up 0.54% to 10646 points.

On the market, auto stocks, sporting goods stocks continued a strong market, Anta Xtep Li Ning Co. Ltd. once again refreshed the history of high prices.

Large-scale technology stocks were built well, Meituan and JD.com rose 3.6%, NetEase, Inc, BABA and XIAOMI all rose more than 1%. Supervision continued to increase, education stocks once again led the decline, gas stocks, coal stocks, oil stocks and other energy stocks fell significantly.

In terms of the plate, automobile stocks rose collectively, with Byd Company Limited up 4.22%, Geely Automobile up 5.26%, Great Wall Motor up 6.85%, Guangzhou Automobile Group Zhang 3.09%, and Beijing Automobile up 3.03%.Fu Bingfeng, secretary general of the China Automobile Association, predicts that the growth rate of electric vehicle production and sales will remain at more than 40% in the next five years, and the proportion of new cars will exceed 20% by 2025, or reach a higher level.

The performance of the insurance sector was low, with Ping An Insurance down 1.65%, while New China Life Insurance, China Pacific Insurance, PICC Property and Casualty and Zhongan Online all closed down.Last night, Ping An Insurance announced that shareholder Bubong Group had reduced its holdings of H shares by a total of 183 million shares, accounting for 1 per cent of the total share capital.

618 Shopping Festival helps strengthen the concept of e-commerceJD.com rose by more than 3% and BABA by more than 1%. Today, Liu Qiangdong, chairman of JD.com 's board and CEO, released a letter to shareholders, reviewing JD.com 's 18 years of development, saying that JD.com 's growth benefited from the booming Chinese economy.

Shipping stocks strengthened, SITC International Holdings rose by more than 10%COSCO Shipping Holdings, Pacific Shipping and Orient Overseas rose by more than 1%.

Gas stocks generally fell, China Gas fell nearly 12%, ENN Energy and China Resources Gas fell more than 3%.

Individual stocks$Wuxi Biologics (02269.HK) $It rose by more than 9%, an all-time high.According to a research report published by Gree, Wuxi Biologics CEO announced that it would raise its sales and profit growth guidance for the whole year from 50 per cent to 65 per cent. The company is expected to remain strong in the next few years under the rapid growth of the industry, with a compound annual growth rate of 38 to 50 per cent.

$Geely Automobile (00175.HK) $It rose more than 5%, and the share price reached its highest level since March this year.On the news, according to the Financial Times, Geely Holdings and Polestar, a Swedish electric car brand owned by Volvo, are actively seeking to list through a special purpose acquisition company (SPAC) or IPO.

$China Gas (00384.HK) $It fell 12%, and the share price was at its lowest level since November.According to the "Shiyan release" Wechat official account, according to the preliminary investigation results, the public security organs of Shiyan City took criminal detention measures against eight suspects, including Huang, general manager of Shiyan Dongfeng Zhongshang City Gas Development Co., Ltd.

$Lutheran Glass (00868.HK) $It rose by 6%, an all-time high.Maotong reported that Xinyi Glass's net profit growth guidance for the first half of 2021 was 2.6 to 2.9 times, stronger than market expectations, raising its target price from HK $27 to HK $36, with a rating of "overweight".

Today's Hong Kong stock turnover TOP 20

Hong Kong stock exchange fund

As for Hong Kong Stock Connect, there was a net inflow of HK $3.19 billion from Hong Kong Stock Connect (southbound) today.

Message surface

Wan Gang: it is proposed to extend the tax relief policy for the purchase of new energy vehicles.Wan Gang, vice chairman of the CPPCC National Committee and chairman of the China Association for Science and Technology, said that the development of China's new energy vehicle industry urgently needs to further enhance its strategic positioning, increase support, take advantage of the situation, and achieve self-reliance in the core technology and key links of the industrial chain. It is suggested that the relevant departments should speed up the study and formulation of support policies in the post-subsidy era and extend the policy of tax relief for the purchase of new energy vehicles; maintain fiscal and tax support for the use of new energy vehicles and infrastructure such as charging and hydrogenation for public services such as public transport, logistics, rental and public service; and formulate systematic policies to support the carbon peak and carbon neutralization strategy as soon as possible.

The National Development and Reform Commission and the General Administration of Market Supervision have conducted a joint survey on the regulation and regulation of commodity prices.A few days ago, the Price Department of the National Development and Reform Commission and the Price Supervision and Competition Bureau of the General Administration of Market Supervision jointly went to the National Coal Trading Center to understand the operation of the coal market and price changes, and held a symposium to study and do a good job in ensuring the supply and price of coal and other commodities.

State Tobacco Monopoly Bureau: comprehensively and strictly supervise the business behavior of e-cigarettes and continuously strengthen the control and control of Internet channels.The State Tobacco Monopoly Bureau and the State Administration of Market Supervision have issued a circular on the special action plan for protecting minors from smoking: the administrative departments in charge of tobacco monopoly in various places should interview e-cigarette enterprises and Internet enterprises to consolidate the subject responsibility and prevent the infringement of e-cigarettes on minors in the Internet field.

Institutional viewpoint

Deloitte: the HKEx raised about HK $209.7 billion in new shares in the first half of the year, which is expected to be the third largest in the world.Deloitte expects 46 new shares to be listed in Hong Kong in the first half of the year, down 22 per cent from a year earlier, but the amount of capital raised soared 1.38 times to about HK $209.7 billion. Among them, Kuaishou Technology is temporarily the highest amount of new shares raised in the world this year, involving HK $48.3 billion. Deloitte expects the HKEx to raise the third largest amount of new shares in the world in the first half of the year, followed by the NASDAQ Stock Exchange and the New York Stock Exchange.

Moto: it is optimistic that mainland property management stocks have room for short-term rise.According to a report released by Motors, it is expected that the mainland property management stocks will have about 20% room to rise by early August, indicating that they have lagged behind in a narrow range of more than two months, and it is expected that during July, various property management stocks will announce earnings one after another, pushing up the share prices of the sector. The bank expects 10 of the 15 property management companies it tracks to announce Yingxi, with industry average profit growth of 57 per cent in the first half of the year.

Guotai Junan: as the economic recovery gradually enters the middle and later stage, the total volume is gradually declining, and the structure is more balanced.Guotai Junan pointed out: as the economic recovery has gradually entered the middle and later stage, after seeking the top, the total amount has gradually declined, and the structure has become more balanced: first, from the point of view of both production and demand, the economic momentum in the second quarter is stronger than that in the first quarter, and industrial production at the production end tends to be stable. service production is still increasing; demand-side investment and consumption are stronger, and exports are slowing down. The second is that the bright spot of economic recovery in the second half of the year is still consumption and manufacturing investment. The growth rate of consumption is likely to be lower than that before the epidemic for a long time, and the subsequent opening of both ends of supply and demand in the service industry still needs to wait for an important window in the third quarter. Third, the downward slope of the economy will be relatively moderate in the second half of the year.

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