The three major stock indexes continued to close higher, and the market ushered in two consecutive rises. In early trading, the stock index quickly retreated and turned green after opening high, and the Hang Seng Index briefly touched above 25000. However, the adjustment is limited, and the maximum intraday decline of the three major stock indexes did not exceed 1%. In the late trading period, the index rose one after another. As of the closing, the Hang Seng Index rose 0.38%, or 94.36 points, to 24924.35 points, with a full day turnover of HK $129.130 billion; The index of state-owned enterprises rose 0.76% to 8789.92 points; The Hang Seng technology index rose 0.56% to 5666.99.
On the impact of Hang Seng index points: Alibaba SW (09988) contributed 47.81 points, meituan w (03690) contributed 30.12 points and Ping An Insurance (Group) Company Of China Ltd(601318) (02318) contributed 14.10 points; In terms of decline, Yaoming biological (02269) pulled down 22.08 points, HSBC Holdings (00005) pulled down 21.20 points and China Mobile (00941) pulled down 18.25 points.
Blue chip performance: {123567}
Real estate, consumption and Internet led the rise, while oil and gas and Hong Kong Finance fell slightly. In the Hang Seng technology index, cloud services led the way, hard technology dominated the decline, and Wanguo data SW (09698) rose 11.5%.
As of the close, Haidilao (06862) rose 4.89% to HK $19.30; Biguiyuan (02007) rose 4.46% to HK $6.79; Alibaba SW (09988) rose 2.86% to HK $122.20. Yaoming biological (02269) fell 5.36% to HK $58.30; Shunyu optical technology (02382) fell 1.90% to HK $196.60; HSBC Holdings (00005) fell 0.93% to HK $58.75.
The people’s Bank of China announced that it launched a 20 billion yuan 7-day reverse repurchase operation in the open market today, and the interest rate remained flat at 2.1%. For two consecutive days, the net return of funds in a single day was 180 billion yuan.
China Central Television News reported on February 10 that on the current progress of the communication and dialogue between China and the United States economic and trade teams, Gao Feng, a spokesman for the Ministry of Commerce, said that at present, the economic and trade teams of the two sides maintain normal communication.
On February 10, the official website of the central network information office published an article entitled “concentrate on running enterprises without distractions for development – the Symposium on promoting the healthy and sustainable development of Internet enterprises held by the central network information office and other four departments aroused enthusiastic response”.
The official website of the Ministry of industry and information technology released today to solicit opinions on the measures for the administration of data security in the field of industry and information technology (for Trial Implementation), which mentioned that data processors in the field of industry and information technology should bear the main responsibility for the security of data processing activities and implement hierarchical protection for all kinds of data.
disk sectors and hot spots:
1. The internal housing rebounded collectively, property management stocks also showed performance, and resource stocks and education continued to strengthen. As of the closing, Shimao Group (00813) rose 12.44% to HK $6.51; Rongchuang China (01918) rose 10.97% to HK $10.72; Shimao services (00873) rose 14.66% to HK $7.04; Minmetals resources (01208) rose 10.99% to HK $3.03; Jiangxi Copper Company Limited(600362) (00358) rose 7.51% to HK $14.88; China Education Holdings (00839) rose 9.83% to HK $8.60; New Oriental online (01797) rose 11.09% to HK $5.21.
Guotai Junan Securities Co.Ltd(601211) said this week that the policy relaxation will gradually spill over to high-quality private enterprises, the survival probability will increase significantly, and the valuation repair will be ushered in, with a range of about 100%. Recently, the open market financing of some high-quality private enterprises has resumed, the central bank has corrected the deviation of financial institutions, and mergers and acquisitions have been gradually active. It is not ruled out that there are still thunder storms of tail private enterprises, but the survival probability of high-quality private enterprises has increased significantly, and the valuation repair is imminent. Recommend Poly Developments And Holdings Group Co.Ltd(600048) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , China Resources Land, China overseas development, China Vanke Co.Ltd(000002) , Xuhui holding group, Longhu group, rongchuang China, Jiangsu Zhongnan Construction Group Co.Ltd(000961) , etc.
2. At the same time, catering and food, new energy vehicles, electric power, infrastructure and shipping also increased. As of the closing, Yihai International (01579) rose 5.78% to HK $37.50; Jiumaojiu (09922) rose 6.00% to HK $18.36; Zhou Heiya (01458) rose 5.52% to HK $6.12; Xiaopeng auto-w (09868) rose 3.08% to HK $157.20; China Power (02380) rose 3.10% to HK $4.33; Metallurgical Corporation Of China Ltd(601618) (01618) rose 3.93% to HK $2.38; The Pacific Securities Co.Ltd(601099) shipping (02343) rose 5.83% to HK $3.81.
Recently, Galaxy Securities said that in the short term, we believe that the catering industry chain represented by condiments has basically completed the bottom building process. With the continuous recovery of terminal demand + the gradual decline of cost pressure + the gradual conduction and landing of price increase, the industry is expected to usher in a real fundamental inflection point after 22q2 and realize double-click. In the long run, with the continuous increase of rent and labor cost and the superposition of factors of population structure change, compound condiments, quick-frozen food and prefabricated vegetables enjoy broad growth space.
3. In terms of decline, CXO concept, household appliances, electronic manufacturing and finance are dominated by small green floating. As of the close, Wuxi Apptec Co.Ltd(603259) (02359) fell 1.09% to HK $95.45; Hisense Home Appliances Group Co.Ltd(000921) (00921) fell 2.25% to HK $9.99; Fuzhikang group (02038) fell 1.61% to HK $1.22; Jingxin communication (02342) fell 1.50% to HK $1.97; BOC Hong Kong (02388) fell 1.23% to HK $32.10; Gf Securities Co.Ltd(000776) (01776) fell 0.73% to HK $13.54.
other hot change stocks:
1. It is proposed to introduce state-owned assets for debt restructuring. China oil and Gas Holdings (00702) soared to close at HK $0.29, up 121.37%.
According to the announcement of China oil and Gas Holdings (00702), as part of the debt restructuring, Zhongcai Chengfa group, a subsidiary of SASAC, plans to subscribe for new shares and acquire convertible bonds, and issue a comprehensive tender offer to the company.
2. Haijiya medical (06078) rebounded significantly, closing at HK $37.95, up 10.32%.
Since January 26, haijiya medical (06078) has entered the market for five times, repurchasing a total of 1275800 shares at a cost of about HK $44 million. At the same time, it is also the first round of repurchase since the company was listed in June 2020.
3. China building materials (03323) rose significantly to close at HK $11.50, up 6.88%.
China building materials (03323) said that its subsidiary Tianshan cement decided to issue about 314 million additional shares, raising a net capital of about 4.23 billion yuan. After the delivery, the company’s shareholding in Tianshan cement was diluted from 87.7% to 84.52%.
4. Weimeng group (02013) strengthened significantly, closing at HK $6.64, up 7.27%.
According to the data of the Hong Kong stock exchange, Weimeng group (02013) gained an additional 2458800 shares from JPMorgan Chase. After the increase, JPMorgan’s latest position was 180272537 shares, and the position proportion increased from 6.97% to 7.07%.
5. The approval of new drugs going to sea ushered in a key time point. Xinda Biology (01801) rebounded to close at HK $34.15, up 6.06%.
On February 10 local time, the FDA Tumor Drug Advisory Committee (ODAC) will discuss the marketing application (BLA) of Cinda biological (01801) PD-1 new drug (cindilimab).
6. JS global life (01691) hit a new low since this round of adjustment, closing at HK $11.18, down 6.52%.
Last month, Morgan Stanley said that it expected the domestic demand for overall household appliances and household durable goods to increase by up to 5% year-on-year in 2022, reducing the target price of JS global life (01691) from HK $24 to HK $20, with a rating of “overweight”.
