Afternoon review of Hong Kong stock market

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Hong Kong market quick view | The three major Indexes are aggressively climbing, with the Tech Index rising over 2%; the "BYD system" surged in the afternoon, with BYD Electronic soaring over 19%, and BYD Company rising over 11%.

Futu News · Feb 6 16:19

富途资讯2月6日消息，港股三大指数强势上攻， $恒生指数 (800000.HK)$涨1.43%， $恒生科技指数 (800700.HK)$涨2.62%， $国企指数 (800100.HK)$涨1.64%。

截至收盘，港股上涨1262只，下跌707只，收平1123只。

具体行业表现如下图：

板块方面，

科网股多数上涨，商汤-W涨4.24%，小米集团-W涨2.27%，百度集团-SW跌1.31%，阿里巴巴-W涨1.03%，京东集团-SW涨0.77%，腾讯控股涨0.62%，美团-W跌0.53%，快手-W涨0.33%。

苹果概念股走强，比亚迪电子涨19.58%，舜宇光学科技涨9.88%，高伟电子涨8.57%，通达集团涨3.57%，丘钛科技涨3.29%，瑞声科技涨2.94%，伟仕佳杰涨2.84%，富智康集团涨2.35%。

锂电池股上扬，比亚迪电子涨19.58%，比亚迪股份涨11.51%，赣锋锂业涨3.87%，天齐锂业涨1.99%，天能动力涨1.86%，洪桥集团涨1.79%，超威动力涨0.70%，中创新航跌0.28%。

汽车股上扬，比亚迪股份涨11.51%，理想汽车-W涨6.08%，吉利汽车涨6.08%，小鹏汽车-W涨3.78%，长城汽车涨2.15%，蔚来-SW涨2.11%，雅迪控股涨1.39%，零跑汽车涨0.89%。

Deepseek概念股强势上攻，心动公司涨15.87%，地平线机器人涨14.44%，微盟集团涨11.40%，阅文集团涨7.79%。

黄金股走强，招金矿业涨2.93%；山东黄金涨1.14%；紫金矿业涨1.03%。

半导体股走高，华虹半导体涨7.51%，英诺赛科涨7.36%，中芯国际涨7.16%，上海复旦涨5.83%，晶门半导体涨5.45%，宏光半导体涨4.62%，中电华大科技涨4.58%，贝克微涨3.03%。

互联网医疗股走高，叮当健康涨10.87%，京东健康涨6.73%，阿里健康涨1.62%，众安在线涨1.34%，麦迪卫康跌1.09%，平安好医生跌0.16%。

个股方面，

$KEEP (03650.HK)$涨超32%，创始人王宁表态未来将All in AI 拓展全球化版图。

$比亚迪电子 (00285.HK)$午后急升逾19%，机构称“数据中心+机器人”业务或成为下一个亮点。

$比亚迪股份 (01211.HK)$午后涨超11%，下周一将召开智能化战略发布会。

$速腾聚创 (02498.HK)$午后涨超11%，汽车与机器人双线发力，机构看好公司未来发展动能。

$微盟集团 (02013.HK)$涨超11%，AI Agent有望带来价值重估，公司积极布局AI领域。

$康耐特光学 (02276.HK)$涨超7%，全年纯利同比预增超30%，机构看好今年成AI眼镜爆发元年。

$阅文集团 (00772.HK)$涨超7%，旗下“作家助手”已集成独立部署DeepSeek-R1大模型。

$晶泰控股-P (02228.HK)$再涨超6%，公司与韩国药企JW达成战略合作，近期完成配股筹资超11亿港元。

$金山云 (03896.HK)$涨超6%，盘中股价再创历史新高，消息称金山办公正与Deepseek进行对接测试。

$百胜中国 (09987.HK)$涨超4%，盘后将发2024年业绩，机构料其去年四季度毛利有上行惊喜。

$中兴通讯 (00763.HK)$涨超3%，ASIC或承接更多推理工作，自研芯片业务有望抬升公司估值。

$周大福 (01929.HK)$午后涨超3%，足金首饰价格持续攀升，公司持续调整产品结构并优化渠道。

今日成交额TOP10

港股通资金

港股通方面，今日港股通（南向）净流入90.61亿港元。

机构观点

大摩：予汇丰控股“增持”评级，目标价84.6港元

摩根士丹利发布研究报告称，予$汇丰控股 (00005.HK)$“增持”评级，对其去年预测与市场预期一致，目标价为84.6港元。报告中称，对汇丰发布新一份市场预期财务预测，数据有温和上调。基于对长期高利率的预测，加上对银行净利息收入预测上调，带动市场对汇控未来三年收入增长预测各上调0.2%、0.3%及0.6%。另对2025及2026财年的费用及其他收入预测亦上调0.7%及1.5%。

该行表示，市场下调对汇控2025及2026财年的成本预测。至于公司未来三年的预期信贷损失预测温和上调，而贷款增长预测则略有放缓。市场也将汇控未来三年的一级资本比率预测温和下调20、10及10点子，对2025及2026财年的每股股息预测上调1.5%及2.9%。

方正证券：维持小鹏汽车-W“强烈推荐”评级，交付连续3个月破3万台

方正证券发布研究报告称，维持$小鹏汽车-W (09868.HK)$“强烈推荐”评级，随后续爆款产品持续上量，产品结构调整推动盈利能力持续改善，根据该行测算，2024-2026年公司实现营收409/937/1250亿元，实现归母净利润为-78/-9.9/48.2亿元。

数据显示，小鹏汽车2025年1月共交付新车30350台，同比+268%，环比-17%。小鹏汽车已连续3个月交付量破30000台，小鹏MONAM03连续2个月交付超15000台，小鹏P7+上市2个月，累计交付突破20000台。

瑞银：予长和“中性”评级，目标价43港元

瑞银发布研究报告称，予$长和 (00001.HK)$“中性”评级，目标价43港元。据媒体报道，巴拿马正权衡是否和长和取消港口经营权合约，该合约本将于2047年到期。2024年上半年，巴拿马港口贡献长和子公司和记港口信托6.2%的收入以及5.6%的EBITDA。2024年上半年港口业务占长和的EBITDA约15%。而占长和集团的EBITDA仅0.84%。

不过这一风险将取决于美国对墨西哥进口商品加征25%关税。墨西哥港口是长和港口业务的最大贡献者，占和记港口信托EBITDA的26%，或是整个集团EBITDA的3.9%，墨西哥关税影响更大。

编辑/ping

On February 6, Futu News reported that the three major Hong Kong stock indices are strong and trending upwards, $Hang Seng Index (800000.HK)$up 1.43%, $Hang Seng TECH Index (800700.HK)$up 2.62%, $Hang Seng China Enterprises Index (800100.HK)$up 1.64%.

By the end of trading, there were 1,262 stocks in Hong Kong that rose, 707 that fell, and 1,123 that remained unchanged.

The specific industry performance is shown in the picture below:

In terms of sectors, aviation companies saw a faster recovery in domestic supply and demand for domestic flights in August, with passenger traffic reaching the highest monthly level this year. Relaxing access may optimize the route structure. Looking ahead to the fourth quarter, the landing of vaccines during the year is a high-probability event. As domestic aviation demand continues to recover, aviation companies will continue to reduce losses. The favorable oil prices and exchange rates will provide advantages, and the aviation sector will also usher in both valuation and profit restoration. I recommend investors to actively allocate related stocks in the Hong Kong stock market, such as Meilan Airport (00357), Air China Limited and other related symbols.

Most Network Technology stocks rose, with MEITUAN-W rising by 4.24%, XIAOMI-W by 2.27%, JD-SW falling by 1.31%, Alibaba-W rising by 1.03%, JD GROUP-SW by 0.77%, TENCENT by 0.62%, BAIDU GROUP-SW falling by 0.53%, and KUAISHOU-W rising by 0.33%.

Apple Supplier stocks strengthened, with BYD ELECTRONICS rising by 19.58%, SUNNY OPTICAL by 9.88%, COWELL by 8.57%, TONGDA GROUP by 3.57%, Q TECH by 3.29%, AAC TECH by 2.94%, VSTECS by 2.84%, and FIH by 2.35%.

Lithium Battery stocks rose, with BYD ELECTRONICS increasing by 19.58%, BYD COMPANY by 11.51%, GANFENGLITHIUM by 3.87%, TIANQI LITHIUM CORPORATION by 1.99%, TIANNENG POWER by 1.86%, HONBRIDGE by 1.79%, CHAOWEI POWER by 0.70%, and Zhongchuang Xinhang falling by 0.28%.

Auto stocks rose, with BYD COMPANY increasing by 11.51%, LI AUTO-W by 6.08%, GEELY AUTOMOBILE by 6.08%, XIAOPENG AUTOMOBILE-W by 3.78%, Great Wall Motor by 2.15%, NIO-SW by 2.11%, YADEA by 1.39%, and LEAPMOTOR by 0.89%.

Deepseek concept stocks surged, with XD INC rising by 15.87%, Siasun Robot&Automation by 14.44%, WEIMOB INC by 11.40%, and CHINA LIT by 7.79%.

Golden Industrial Concept stocks strengthened, with ZHAOJIN MINING rising by 2.93%; SD GOLD by 1.14%; Zijin Mining Group by 1.03%.

Semiconductor stocks rose, with HUA HONG SEMI up 7.51%, INNOSILICON up 7.36%, Semiconductor Manufacturing International Corporation up 7.16%, SHANGHAI FUDAN up 5.83%, SOLOMON SYSTECH up 5.45%, HG SEMI up 4.62%, CE HUADA TECH up 4.58%, and Beigu Micro up 3.03%.

Digital Health stocks rose, with Dingdang Health up 10.87%, JD HEALTH up 6.73%, ALI HEALTH up 1.62%, ZA ONLINE up 1.34%, MaiDi WeiKang down 1.09%, and PA GOODDOCTOR down 0.16%.

In terms of individual stocks,

$KEEP (03650.HK)$Rising over 32%, founder Wang Ning stated that the future will be All in AI to expand the global footprint.

$BYD ELECTRONIC (00285.HK)$Soaring over 19% in the afternoon, Institutions stated that the "Datacenter + Siasun Robot&Automation" Business could become the next highlight.

$BYD COMPANY (01211.HK)$In the afternoon, it rose more than 11%, and a smart strategy发布会 will be held next Monday.

$ROBOSENSE (02498.HK)$In the afternoon, it rose more than 11%, with both the Autos and Siasun Robot&Automation sectors showing strong performance, and Institutions are Bullish on the company's future development momentum.

$WEIMOB INC (02013.HK)$It rose more than 11%, with the AI Agent expected to bring about a valuation reassessment, and the company actively布局 in the AI field.

$CONANT OPTICAL (02276.HK)$It rose more than 7%, with the full-year net income expected to grow year-on-year by more than 30%, and Institutions are Bullish that this year will be a breakthrough year for AI glasses.

$CHINA LIT (00772.HK)$Increased by over 7%, the "Writer Assistant" has integrated the independently deployed DeepSeek-R1 large model.

$XTALPI-P (02228.HK)$Increased by over 6%, the company has reached a strategic cooperation with South Korean pharmaceutical company JW, recently completing a placement fundraising of over 1.1 billion Hong Kong dollars.

$KINGSOFT CLOUD (03896.HK)$Increased by over 6%, the stock price reached a historical high during trading, with reports that Beijing Kingsoft Office Software, Inc is conducting docking tests with Deepseek.

$YUM CHINA (09987.HK)$Increased by over 4%, post-market will release 2024 performance, Institutions expect its gross profit in the last quarter of last year to have an upward surprise.

$ZTE (00763.HK)$Up more than 3%, ASIC might undertake more inference tasks, and the self-developed chip business is expected to enhance the Company's Valuation.

$CHOW TAI FOOK (01929.HK)$In the afternoon, the increase exceeded 3%, and the price of pure gold jewelry continues to rise. The company is continuously adjusting its product structure and optimizing its channels.

Today's transaction volume TOP10

Hong Kong Stock Connect funds

Regarding the Hong Kong Stock Connect, today the net inflow of Southbound funds was 9.061 billion Hong Kong dollars.

Institutional Views

Morgan Stanley: Assigns HSBC Holdings a 'Shareholding' rating with a Target Price of 84.6 Hong Kong dollars.

Morgan Stanley released a research report, giving a "Shareholding" rating, consistent with its predictions from last year and market expectations, with a target price of 84.6 Hong Kong dollars.$HSBC HOLDINGS (00005.HK)$The report states that HSBC published a new market expectation for financial estimates, with data showing a slight upward adjustment. Based on predictions for long-term high interest rates, along with an upward revision in predictions for net interest income from Banks, the market has raised its expectations for HSBC's revenue growth for the next three years by 0.2%, 0.3%, and 0.6% respectively. Additionally, forecasts for expenses and other income in fiscal years 2025 and 2026 were also raised by 0.7% and 1.5%.

The firm indicated that the market has lowered its cost forecasts for HSBC in fiscal years 2025 and 2026. As for the company's expected credit loss forecasts for the next three years, they were moderately raised, while loan growth forecasts showed slight slowing. The market also modestly lowered its forecasts for HSBC's Tier 1 capital ratio for the next three years by 20, 10, and 10 basis points, with predictions for dividends per share in fiscal years 2025 and 2026 raised by 1.5% and 2.9%.

Founder Securities: maintains a "strongly recommend" rating for LEAPMOTOR-W, with deliveries breaking 0.03 million units for three consecutive months.

Founder Securities released a research report stating that it maintains a "strongly recommend" rating.$XPENG-W (09868.HK)$Following the continued increase in best-selling products and adjustments in product structure that drive profit capability to improve continuously, according to the firm's calculations, the company is expected to achieve revenues of 40.9/93.7/125 billion yuan from 2024 to 2026, with a net income attributable to the parent company of -7.8/-0.99/4.82 billion yuan.

Data shows that Xpeng Motors delivered a total of 30,350 new cars in January 2025, up 268% year-on-year and down 17% month-on-month. Xpeng Motors has delivered more than 30,000 vehicles for three consecutive months, with the Xpeng MONAM03 delivering over 15,000 units for two consecutive months, and the Xpeng P7+ has surpassed 20,000 cumulative deliveries in just two months since its launch.

UBS Group: Gives CKH HOLDINGS a 'Neutral' rating, with a Target Price of 43 Hong Kong dollars.

UBS Group released a research report stating, gives$CKH HOLDINGS (00001.HK)$'Neutral' rating, with a Target Price of 43 Hong Kong dollars. According to media reports, Panama is weighing whether to cancel the port operating rights contract with CKH HOLDINGS, which was scheduled to expire in 2047. In the first half of 2024, Panama's ports contributed 6.2% of the revenue and 5.6% of EBITDA to CKH HOLDINGS's subsidiary, Hysan Port Trust. The port business accounted for approximately 15% of CKH HOLDINGS's EBITDA in the first half of 2024, while it accounted for only 0.84% of CKH HOLDINGS Group's EBITDA.

However, this risk will depend on the USA's imposition of a 25% tariff on imported goods from Mexico. Mexican ports are the largest contributors to CKH HOLDINGS' port Business, accounting for 26% of Hutchison Port REIT's EBITDA, or 3.9% of the entire group's EBITDA, thus the influence of Mexican tariffs is greater.

Editor/ping

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