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Hong Kong stock opportunities tracking | Great Wall Motor's mid-term profit increased by over 400% year-on-year; Alibaba spent nearly $80 million to repurchase shares.

Futu News · Aug 30 08:18

港股要闻

1）业绩速递

$华虹半导体 (01347.HK)$：上半年销售收入达9.385亿美元，同比减少25.6%；净利润3849.1万美元，同比下降83.3%。主要因期内销售收入减少，乃主要由于平均销售价格下降所致。

$中芯国际 (00981.HK)$：上半年收入约36.515亿美元，同比增长20.8%；利润约2.36亿美元，同比减少62.7%。收入增长主要是由于本期晶圆销售数量增加所致。

$中国人寿 (02628.HK)$：上半年收入2342.35亿元，同比增加25.71%；净利润382.78亿元，同比增加5.88%。

$招商银行 (03968.HK)$ ：上半年营收1729.22亿元，同比减少3.11%；净利润747.43亿元，同比减少1.33%。

$长城汽车 (02333.HK)$：上半年营收914.29亿元，同比增加30.67%；净利润70.79亿元，同比增加419.99%。

$中国国航 (00753.HK)$：上半年收入795.2亿元，同比增加33.39%；亏损27.79亿元，同比减少19.38%。

$新华保险 (01336.HK)$：上半年营业收入555.91亿元，同比增长13.6%；净利润110.83亿元，同比增长11.1%。

$中国外运 (00598.HK)$：上半年营业收入563.68亿元，同比增加17.19%；净利润19.45亿元，同比减少11.02%。

$中联重科 (01157.HK)$：上半年245.35亿元，同比增长1.91%；净利润22.81亿元，同比增长10.94%。期内公司海外收入强劲增长，同比增长超过39.2%。

$国泰君安 (02611.HK)$ ：上半年收入257.79亿元，同比减少1.5%，净利润50.16亿元，同比减少12.64%。

$浙商银行 (02016.HK)$：上半年营收352.95亿元，同比增长6.16%；净利润79.99亿元，同比增长3.31%。

$徽商银行 (03698.HK)$：上半年营业收入206.92亿元，同比增长4.57%；净利润86.31亿元，同比增长6.53%。

$中原银行 (01216.HK)$：上半年营收139.92亿元，同比增长3.3%；净利润约20.5亿元，同比增长2.4%。

$中船防务 (00317.HK)$：上半年收入87.285亿元，同比增长45.91%；净利润约1.47亿元，同比增长10.59倍。截至报告期末，集团手持订单合同总价约613.5 亿元。

$龙光集团 (03380.HK)$：上半年收入140.5亿元，净亏损18亿元。主要是由于房地产行业持续低迷、毛利率依然处于低水平及存货计提减值拨备。

$世茂集团 (00813.HK)$ ：上半年营业额下降3.9%至291.95亿元；净亏损226.675亿元，同比扩大87.99%。

$花样年控股 (01777.HK)$：上半年收入16.41亿元，同比减少约59.2%；亏损31.61亿元，同比增长16.74%。

2）公司要闻

$中国生物制药 (01177.HK)$：库莫西利联合氟维司群治疗内分泌经治的HR+/HER2-晚期乳腺癌患者III期研究数据将在2024 CSCO公布。

$上海医药 (02607.HK)$：氯沙坦钾氢氯噻嗪片通过仿制药一致性评价。

3）回购动态

$腾讯控股 (00700.HK)$：斥资约10.03亿港元回购股份268万股，回购价369.2-378港元。

$汇丰控股 (00005.HK)$：斥资2.88亿港元回购420.88万股股份，回购价68.1-68.5港元。

$友邦保险 (01299.HK)$：斥资约6246.31万港元回购113万股，回购价54.7-55.8港元。

$阿里巴巴-W (09988.HK)$：斥资约7997.72万美元回购801.36万股，回购价9.9-10.14美元。

$维亚生物 (01873.HK)$：拟回购不超过1亿港元公司股份。

热点聚焦

人民币连续走高，抹去年内所有跌幅

周四下午，离岸、在岸人民币兑美元双双升破7.10，日内涨幅逾300点，在岸人民币创下去年12月29日以来的最高水平。近期人民币大涨主要受到国内基本面支撑、美元走弱、人民币资产吸引力增强等因素的影响。分析称，考虑到中国央行可能就人民币大幅波动采取措施，预计在上行至7-7.05区间时承压。

“2024世界计算大会”将于9月24日至25日在长沙举办

从湖南省政府新闻办获悉，“2024世界计算大会”将于9月24日至25日在长沙举办。本届大会由湖南省人民政府主办，湖南省工业和信息化厅、长沙市人民政府、中国电子信息产业发展研究院承办，聚焦“智算万物•湘约未来——算出新质生产力”主题，设置1场开幕式暨主题报告会、10场专题活动、1场创新大赛和1场成果展示。

知情人士：苹果押注AI手机或大受欢迎，供应商新款iPhone订货量同比增超10%

多位知情人士透露，苹果公司押注其首款配备人工智能的iPhone将大受欢迎，并要求供应商为大约8800万至9000万部智能手机准备零部件，超过了去年约8000万部新iPhone的初始订单。一些零部件制造商说，他们甚至收到了超过9000万部的订单，不过他们补充道，iPhone制造商通常一开始会下更多的订单，然后在产品实际上市后再调整订单数量。

百度文心快码通过中国信通院可信AI智能编码工具评测

中国信通院公布了由其组织的可信AI智能编码工具评估结果。经评估， $百度集团-SW (09888.HK)$ 文心快码(BaiduComate)获得4+最高评级，成为国内首批通过评估并获得当前最高评级的企业之一。据了解，文心快码目前已“入职”喜马拉雅、软通动力等一万多家企业。

恒指夜期收盘

截至8月30日， $恒指当月期货 (HSIcurrent.HK)$ 收报17741点，涨20点或0.113%，低水45点。未平仓合约总数为118267张，减少7716张；未平仓合约净数报48968张，增加1927张。

恒指牛熊证

截至8月30日，恒指最新的牛熊街货比例为62:38。

恒指牛熊证街货分布图中的数据显示，熊证街货重货区在18000-18099区间，该区间最新熊证数量为784张，较上一交易日增加4张；最多新增在17800-17899区间，该区间最新熊证数量为277张，较上一交易日增加172张。

牛证街货重货区在17400-17499区间，该区间最新牛证数量为1002张，较上一交易日增加165张；最多新增在17300-17399区间，该区间最新牛证数量为740张，较上一交易日增加258张。

编辑/new

Hong Kong Stock Market News:

1) Performance Express

$HUA HONG SEMI (01347.HK)$In the first half of the year, the sales revenue reached 0.9385 billion US dollars, a decrease of 25.6% year-on-year; net income was 38.491 million US dollars, a decrease of 83.3% year-on-year. This was mainly due to the decrease in sales revenue during the period, mainly due to the decrease in average selling price.

$SMIC (00981.HK)$In the first half of the year, the revenue was approximately 3.6515 billion US dollars, an increase of 20.8% year-on-year; profit was approximately 0.236 billion US dollars, a decrease of 62.7% year-on-year. The increase in revenue was mainly due to the increase in the sales volume of wafers in this period.

$CHINA LIFE (02628.HK)$In the first half of the year, the revenue was 234.235 billion yuan, an increase of 25.71% year-on-year; net income was 38.278 billion yuan, an increase of 5.88% year-on-year.

$CM BANK (03968.HK)$ In the first half of the year, the revenue was 172.922 billion yuan, a decrease of 3.11% year-on-year; the net income was 74.743 billion yuan, a decrease of 1.33% year-on-year.

$GWMOTOR (02333.HK)$In the first half of the year, the revenue was 91.429 billion yuan, an increase of 30.67% year-on-year; the net income was 7.079 billion yuan, an increase of 419.99% year-on-year.

$AIR CHINA (00753.HK)$In the first half of the year, the revenue was 79.52 billion yuan, an increase of 33.39% year-on-year; a loss of 2.779 billion yuan, a decrease of 19.38% year-on-year.

$NCI (01336.HK)$: The revenue in the first half of the year was 55.591 billion yuan, a year-on-year increase of 13.6%; the net profit was 11.083 billion yuan, a year-on-year increase of 11.1%.

$SINOTRANS (00598.HK)$: The revenue in the first half of the year was 56.368 billion yuan, a year-on-year increase of 17.19%; the net profit was 1.945 billion yuan, a year-on-year decrease of 11.02%.

$ZOOMLION (01157.HK)$: The revenue in the first half of the year was 24.535 billion yuan, a year-on-year increase of 1.91%; the net profit was 2.281 billion yuan, a year-on-year increase of 10.94%. During the period, the company's overseas revenue showed strong growth, with a year-on-year increase of over 39.2%.

$GTJA (02611.HK)$ : The revenue in the first half of the year was 25.779 billion yuan, a year-on-year decrease of 1.5%, and the net profit was 5.016 billion yuan, a year-on-year decrease of 12.64%.

$CZBANK (02016.HK)$In the first half of the year, revenue was 35.295 billion yuan, a year-on-year increase of 6.16%; net income was 7.999 billion yuan, a year-on-year increase of 3.31%.

$HUISHANG BANK (03698.HK)$In the first half of the year, operating income was 20.692 billion yuan, a year-on-year increase of 4.57%; net income was 8.631 billion yuan, a year-on-year increase of 6.53%.

$ZYBANK (01216.HK)$In the first half of the year, revenue was 13.992 billion yuan, a year-on-year increase of 3.3%; net income was approximately 2.05 billion yuan, a year-on-year increase of 2.4%.

$COMEC (00317.HK)$In the first half of the year, revenue was 8.7285 billion yuan, a year-on-year increase of 45.91%; net income was approximately 0.147 billion yuan, a year-on-year increase of 10.59 times. As of the end of the reporting period, the group's total contract value of held orders is approximately 61.35 billion yuan.

$LOGAN GROUP (03380.HK)$: In the first half of the year, the income was 14.05 billion yuan, with a net loss of 1.8 billion yuan. This is mainly due to the continued downturn in the real estate industry, low gross margin, and provision for inventory impairment.

$SHIMAO GROUP (00813.HK)$

$FANTASIA (01777.HK)$: In the first half of the year, the revenue was 1.641 billion yuan, a decrease of about 59.2% year-on-year; the loss was 3.161 billion yuan, an increase of 16.74% year-on-year.

2) Company news.

$SINO BIOPHARM (01177.HK)$The phase III study data of combined use of Komoxiphylline and Fluvisine in the treatment of HR+/HER2- advanced breast cancer patients will be announced by CSCO in 2024.

$SH PHARMA (02607.HK)$Losartan Potassium Hydrochlorothiazide tablets have passed the generic drug consistency evaluation.

3) Buyback Dynamics

$TENCENT (00700.HK)$About HKD 1.003 billion was spent to repurchase 2.68 million shares at a repurchase price of HKD 369.2-378 per share.

$HSBC HOLDINGS (00005.HK)$HKD 0.288 billion was spent to repurchase 4.2088 million shares at a repurchase price of HKD 68.1-68.5 per share.

$AIA (01299.HK)$Spending approximately HKD 62.4631 million to repurchase 1.13 million shares, with a repurchase price of HKD 54.7-55.8.

$BABA-W (09988.HK)$Spending approximately USD 79.9772 million to repurchase 8.0136 million shares, with a repurchase price of USD 9.9-10.14.

$VIVA BIOTECH (01873.HK)$Intends to repurchase company shares for no more than HKD 0.1 billion.

Focus on hotspots:

The continuous rise of the renminbi erases all the declines during the year.

On Thursday afternoon, the offshore and onshore RMB both rose above 7.10 against the US dollar, with an intraday rise of over 300 points, and the onshore RMB reached its highest level since December 29th last year. The recent sharp rise in the RMB is mainly affected by domestic fundamentals, weakened US dollar, and enhanced attractiveness of RMB assets. Analysts believe that considering the possible measures from the Chinese central bank to curb significant RMB volatility, pressure is expected when it rises to the 7-7.05 range.

"2024 World Computing Conference" will be held in Changsha from September 24th to 25th.

According to the Hunan Provincial Government Information Office, the '2024 World Computing Conference' will be held in Changsha on September 24th to 25th. The conference, sponsored by the Hunan Provincial People's Government and organized by the Hunan Provincial Department of Industry and Information Technology, the Changsha Municipal People's Government, and the China Academy of Information and Communications Technology, will focus on the theme of 'Intelligent Computing Everything, Building an Unimaginable Future - Creating New Quality Productivity', and will consist of 1 opening ceremony and themed report meeting, 10 specialized events, 1 innovation competition, and 1 results exhibition.

Informed sources: Apple is betting on AI smartphones which may be well-received, and the demand for components for the new iPhone has increased by over 10% year-on-year.

Multiple sources revealed that Apple is betting on its first AI-equipped iPhone to be well-received, and has requested suppliers to prepare components for approximately 88 to 90 million smartphones, exceeding the initial order of about 80 million new iPhones last year. Some component manufacturers said that they have even received orders for over 90 million units, but they added that iPhone manufacturers usually place more orders at the beginning, and then adjust the order quantity after the product is actually launched.

Baidu Wenzin Quick Code has passed the evaluation of the China Institute of Communications and obtained the trustworthy AI intelligent coding tool rating.

China Institute of Communications released the evaluation results of the credible AI intelligent coding tools organized by them. According to the evaluation, $BIDU-SW (09888.HK)$ Wenxin Quick Code (Baidu Comate) has received a 4+ highest rating, becoming one of the first domestic enterprises to pass the evaluation and obtain the current highest rating. It is understood that Wenxin Quick Code has currently "entered" more than 10,000 companies such as Ximalaya and Neusoft.

At the close of the night session of July 27th,

As of August 30th, $HSI Futures Current Contract (HSIcurrent.HK)$ the closing price was 17,741 points, up 20 points or 0.113%, with a low of 45 points. The total number of open interest contracts was 118,267, a decrease of 7,716; the net number of open interest contracts was 48,968, an increase of 1,927.

Hang Seng Index Bull & Bear Certificates

As of August 30th, the latest bull-bear street ratio of the Hang Seng Index was 62:38.

The data in the bull-bear certificate street cargo distribution chart of the Hang Seng Index shows that the heavy cargo area for bear certificates is in the range of 18,000-18,099, with the latest number of bear certificates in this range being 784, an increase of 4 from the previous trading day; the most new additions are in the range of 17,800-17,899, with the latest number of bear certificates in this range being 277, an increase of 172 from the previous trading day.

The heavy goods area on Cow Certificate Street is in the range of 17400-17499, with a current total of 1002 Cow Certificates, an increase of 165 from the previous trading day; the largest increase is in the range of 17300-17399, with a current total of 740 Cow Certificates, an increase of 258 from the previous trading day.

Editor/new

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