The front line of Hong Kong stocks 丨 Hengke refers to nearly 2%last week, semiconductor stocks collectively rose, and Alibaba's performance exceeded expectations

The 21st Century Economic Herald reporter He Liuying reported that after the decline of last Tuesday (August 2), Hong Kong stocks gradually repaired in the next three days. As of the closing of last Friday, the three major stock indexes of Hong Kong stocks rose across the board. Among them, the Hang Seng Index rose 0.23% weekly At 20201.94 points; the Hang Seng Technology Index rose 1.95%to 4415.86 points; the state -owned enterprise index rose 0.24%to 6902.18 points.

Recently, Hong Kong stocks have ushered in dense financial reports. Some enterprises performed well. For example, the total revenue of Changshi Group in the first half of this year was 47.62 billion Hong Kong dollars, a year -on -year increase of 44%. The shareholders should account for HK $ 12.936 billion, an increase of about 55%year -on -year; RMB 100 million, similar to last year, the company's ordinary shareholders should account for $ 8.289 billion, an increase of 13.92% year -on -year.

Yan Zhaojun, a China -Thailand International Strategy Analyst, told reporters from the 21st Century Business Herald that there were four main positive aspects of Hong Kong stocks last week: first, the company's performance with heavy blue chip HSBC Holdings was generally better than market expectations; second, the southward funds recorded all the weekly records. The net inflow of 7.728 billion Hong Kong dollars is the most since June 24; 3. The current Hang Seng Index and the Hong Kong stockpile motherboard forecasting price -earnings ratio is lower than the average of 1.46 and 0.75 standard deviations. In the context of recession trading, the actual interest rate of the US debt has declined, alleviating the marginal pressure on technology stocks.

This week, China Unicom, Sinhane International, Huahong Semiconductor, SMIC, and SMIC, which have attracted attention from investors, will release financial reports one after another. In terms of peripherals, the U.S. employment data in July exceeded expectations. The market's expected heating up on the Fed's 75 basis points in September may continue to affect the liquidity of Hong Kong stocks.

Semiconductor stocks collectively rise

From the perspective of the sector, the semiconductor stocks have risen collectively in the past week. Among them, Shanghai Fudan rose 23%, Hua Hong semiconductor rose 17%, SMIC rose 9%, ASM Pacific rose 7%, crystal gate semiconductor rose 13%, CLP Huada Technology rose 4%. Ruixin International Group fell 4%. The Group previously announced that it is expected to lose about HK $ 26 million in the first half of 2022, which is about HK $ 23.8 million in losses recorded in the same period last year.

Biotechnology stocks performed well. Baiji Shenzhou rose 15%weekly, Koji Pharmaceutical-B, Yaoming Junuo-B rose about 5%, Kangfang Bio-B rose 8%, and Kangxino Bio fell slightly by 1.67%. In terms of delivery, Henan Real Biotechnology Co., Ltd. intends to go public in Hong Kong. According to the Hong Kong Stock Exchange disclosed on August 4, the real creature submitted a listing application to the Hong Kong Stock Exchange, and CICC was an exclusive sponsors. Shortly before handing the table, the company's core product Azf settled the first domestic treatment of new crown pneumonia oral drugs to be approved.

Gold and precious metal stocks rose and declined, recruiting gold at 0.4%, Shandong Gold rose 1.6%, Zijin mining fell by about 1%, and China Gold International fell 1.6%.

Among the tourism stocks, Ctrip Group -S rose 7%, Peking University Jade Bird Ringyu fell 3.6%, and the new century group settled 2%.

Energy stocks are generally down. Mongolian coking coal fell by 1%, Zhongcheng energy fell 3%, China Resources gas rose 1%, Tianlun gas and Xintian green energy fell about 8%, China natural gas rose 1%, and the villain rose slightly by 0.56%.

"Three barrels of oil" collectively fall. China Petroleum and Chemical Co., Ltd. fell 3%, China Petroleum shares fell 6%, and China Ocean Petroleum fell nearly 5%. It is worth mentioning that on Tuesday (24:00 on August 9), the retail price of domestic refined oil products will usher in the fifteenth round of adjustments. It is predicted that the price of this round of oil will be reduced, or it may achieve a "four consecutive drop".

In terms of new shares, Mingchuang Youpin rose 7%within the week, and is now reported to HK $ 13.8/share, which is an increase in the opening price of 13.2 Hong Kong dollars per share from the first day of listing (July 13). Earlier, Mingchuang Youpin was short -selling by Blue Whale Capital, saying that it had a franchise business model for fraud, and then Name Chuang Youpin responded that the report was not based on it, and it included the misleading conclusions of the company's data. Interpretation.

The situation of "new forces of car manufacturing" changes

Judging from the stock price performance last week, the car stock market continued to improve. Among them, Geely Automobile rose 15%during the week, GAC Group rose 3.7%, BYD's shares rose 2%, and Yadi Holdings rose slightly by 0.12%. "Wei Xiaoli" collectively rose, Weilai -SW rose about 10%, the ideal car-W rose 5%, Xiaopeng Automobile-W rose 1%.

Recently, the "new forces of cars" have delivered the transcripts. From the data from the beginning of the year to the present, Xiaopeng Automobile's data is the most dazzling. From January to July, the car was delivered over 80,000, which was 2.1 times the same period last year; the ideal car followed closely, and the cumulative delivery of 70,800 units in the same period; Wei Wei; Wei; Wei; Wei; Wei; Wei; Wei; Wei; From January to July, it delivered 60,900 new cars, an increase of 22.0%year-on-year.

However, from the perspective of a monthly delivery volume, the "power" rankings have changed. In July of this year, Nezha and Zero -run cars, which were originally the second echelon, achieved overtaking. Essence More analysis believes that the competition in the new energy vehicle industry in the second half of the year will become more intense, but at the same time, the sector will still maintain a high degree of prosperity.

From the perspective of policy, it is also "warm wind". The executive meeting of the State Council held recently has clearly stated that it will continue to levy the purchase tax policy for new energy vehicles, which undoubtedly gives the market a "resentment pill". According to the original plan, the purchase tax exemption will end at the end of this year. This part of the benefit will affect the overall sales emotions. Since the implementation of new energy vehicle purchase tax for the first time in 2014, my country has implemented three extensions on the policy, and the extension of this extension remains to be announced. The Internet sector is still seen more

Among the three major stock indexes, the Hengke Index performed outstandingly last week, slightly narrowing at 1.95%of the upward range this year's decline. Yan Zhajun believes that Hengke refers to the main reason for the rise of this ups and downs that the valuation is not high and the profit has gradually seen an inflection point, and the Politburo meeting has also supported a certain support to the platform economy's positive signal again.

Among the ingredients stocks, Ctrip Group-S rose more than 7%during the week, Baidu Group-SW rose 4%, Bilibili-SW rose 3%, fast-handed-W slightly rose 0.44%, JD.com's health rose 3.5%, Ruisheng Technology Technology Technology Micro rose 0.13%. In contrast, Alibaba-SW fell 0.21%within the week.

On the evening of August 4, Alibaba released the performance report of the first quarter of fiscal year (the second quarter of 2022) in fiscal year in FY2023. The data shows that Alibaba achieved revenue of 205.56 billion yuan, which remained stable year -on -year; Pre -tax profit and amortization of profit) were 34.419 billion yuan, a year -on -year decrease of 18%, all exceeding market expectations. Yan Zhajun analyzed: "Ali's GMV and customer management income data are expected, but the cost reduction and efficiency effect are significantly effective, which causes profitability to exceed expectations, and market confidence has boosted."

But at the same time, investors still worry about their delisting risk. On July 29th local time, the US Securities and Exchange Commission (SEC) added 4 Chinese stock companies including Alibaba, Mushroom Street, Cheetah Mobile, Boich Pets to the "Pre -Delivery" list. As soon as the news came out, Alibaba's stock price on the same day After a sharp decline, the company responded that it would continue to pay attention to the market dynamics, comply with applicable laws and regulations, and strive to maintain the listing position of the two places between the NYSE and the Hong Kong Stock Exchange at the same time.

It is worth noting that companies such as Baidu, JD.com, Pinduoduo are also on the "pre -delivery" list. On the one hand, the risk of delisting is worrying, but on the other hand, the two main listing on the Hong Kong Stock Exchange has also become a "shelter" that can be selected in this part of the stock. Affected by various messages, the recent Internet sector market sentiment has also appeared more fluctuating.

Yan Zhajun said, "At present, the fund issuance unit of Southern Hang Seng Technology (3033 HK) does not decrease and increases, reflecting foreign investment and institutional investors still watching multiple Internet sectors, and the favorable policies of the platform economy. There is no high chance of downward, but some giants such as Tencent are negatively affected by the reduction of major shareholders. It is expected that a significant opportunity to rebound in the short term is relatively low. "

Forward -looking this week

China Unicom, CNOOC International, Zaiding Pharmaceutical-B, China Youzan, Huahong Semiconductor, SMIC and other companies will release financial reports this week. In terms of new shares, Lien Meng Film is planned to be officially listed on the main board of the Hong Kong Stock Exchange on August 10.

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