The market again welcomed the volume adjustment. The Hang Seng Index fell to 23000 integer points, and the turnover of the main board hit the second highest since the new year. After the main indexes opened low, there was a shock. In the afternoon, the news of the escalation of geographical conflict hit. The three major stock indexes plunged significantly before and after midday trading and hit the low point of the day. The Hang Seng Index fell 3.7% at one time, and the largest decline of the Hang Seng index was 5.4%. As of the close, the Hang Seng Index fell 3.21%, or 758.72 points, to 22901.56 points, with a full day turnover of HK $176.957 billion; The state-owned enterprise index fell 3.44% to 8030.90 points; The Hang Seng technology index fell 4.33% to 5069.79.
On the impact of HSI points: Petrochina Company Limited(601857) (00857) contributed 5.47 points, and ENN energy (02688) contributed 4.68 points; In terms of decline, Alibaba SW (09988) pulled down 105.45 points, HSBC Holdings (00005) pulled down 75.19 points, AIA (01299) pulled down 68.54 points and Hong Kong Stock Exchange (00388) pulled down 50.63 points.
blue chip performance:
Only oil and gas blue chips rose, led by finance, Internet and hard technology. In the Hang Seng technology index, core heavyweights led the decline, with ASM The Pacific Securities Co.Ltd(601099) (00522) up 0.8%.
Closing at HK $60126.0083}; ENN energy (02688) rose 2.91% to HK $113.20; In terms of decline, Alibaba SW (09988) fell 6.67% to HK $104.90; Sands China (01928) fell 6.13% to HK $21.45; The Hong Kong Stock Exchange (00388) fell 5.42% to HK $394.60; China biopharmaceutical (01177) fell 5.10% to HK $5.21.
Xinhua News Agency reported on February 24 that Russian President Vladimir Putin said on the 24th that he had decided to launch a special military operation in the Donbas region. Ukrainian President Zelensky said in a speech that the whole territory of Ukraine has entered a state of war. UN Secretary General Guterres called for an end to the conflict.
Guosheng securities xiongyuan team commented that the short-term geographical conflict will be bad for risky assets, good for safe haven assets and energy products, and the impact is often concentrated in 10-30 days after the outbreak of the conflict, which has a weak impact on the medium and long-term trend of asset prices.
Shenwan Hongyuan Group Co.Ltd(000166) Qin Tai’s team pointed out that it is difficult for the United States to replace Russia’s position in the European energy market, and the soaring energy prices are also detrimental to China’s economy. If energy prices continue to soar, the “wage inflation” spiral in the United States and China will also intensify, which is unfavorable to Biden’s mid-term election at the end of the year, which means that the tightening trend of the Federal Reserve will be more advanced.
On February 24, Tencent (00700) released the Tencent carbon neutralization target and action route report for the first time. Tencent proposes the goal of carbon neutralization: to achieve comprehensive carbon neutralization of its own operation and supply chain and 100% green power no later than 2030.
disk sectors and hot spots:
1. The market generally fell, with less than 300 popular stocks, and only oil and gas, gold, nonferrous metals and other commodity sectors were active. As of the close, Shandong Gold Mining Co.Ltd(600547) (01787) rose 4.41% to HK $15.16; Zhaojin mining (01818) rose 2.41% to HK $7.21; China Sinopec Oilfield Service Corporation(600871) (01033) rose 1.37% to HK $0.74; CNOOC oilfield services (02883) rose 2.67% to HK $8.85; Aluminum Corporation Of China Limited(601600) (02600) rose 0.56% to HK $5.38; China silver group (00815) rose 8.62% to HK $0.63.
Wanlian Securities said that at present, under the influence of multiple factors such as the unexpected decline of EIA inventory, the fear of crude oil production reduction caused by overseas extremely cold weather, the uncertain geographical situation and the growth of crude oil demand caused by enhanced global economic activity, crude oil prices continue to fluctuate and rise.
Guotai Junan Securities Co.Ltd(601211) futures pointed out that the event type impulse hedging demand will cause a short-term rise in the price of gold, but whether it can form a trend impact needs to see two driving points: first, the further escalation of events that trigger hedging; Second, the hedge drive resonates with the interest rate drive, which can also give gold better upward flexibility.
2. In terms of decline, internal housing, education, electronics, automobiles, shipping ports, etc. led the decline. As of the closing, Jianye real estate (00832) fell 10.00% to HK $0.72; Metro Development (01030) fell 6.83% to HK $4.50; Jinke services (09666) fell 7.82% to HK $35. Maple Leaf Education (01317) fell 6.74% to HK $0.415; Great Wall Motor Company Limited(601633) (02333) fell 5.46% to HK $17.32; Shanghai Fudan (01385) fell 5.98% to HK $19.18; China Merchants port (00144) fell 5.39% to HK $14.74.
Ni Hong, Vice Minister of housing and urban rural development, said today that in 2022, we will resolutely and effectively deal with the risk of overdue delivery of real estate projects caused by debt default of individual real estate enterprises. This work takes “ensuring the delivery of buildings, people’s livelihood and stability” as the primary goal, takes the rule of law and marketization as the principle, compacts the main responsibility of enterprises, implements the management responsibility of territorial governments, maintains social stability and protects the legitimate rights and interests of the people who buy houses.
3. In addition, Health Sciences, infrastructure, household appliances, catering, clothing and securities companies also decreased significantly. As of the close, Cansino Biologics Inc(688185) bio-b (06185) fell 6.46% to HK $136.00; Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869) optical cable (06869) fell 6.13% to HK $11.94; China Communications Construction (01800) fell 4.59% to HK $4.57; Hisense Home Appliances Group Co.Ltd(000921) (00921) fell 5.12% to HK $8.90; Jiumaojiu (09922) fell 5.01% to HK $17.84; Taobo (06110) fell 5.13% to HK $8.13; Gf Securities Co.Ltd(000776) (01776) fell 4.39% to HK $11.76.
other hot change stocks:
1. Budweiser Asia Pacific (01876) rose to HK $23.95, up 4.81%.
Budweiser Asia Pacific (01876) released last year’s results. The company recorded a profit attributable to shareholders of US $950 million, a year-on-year increase of 84.8%. Meanwhile, a final dividend of 3.02 points was paid.
2. Cssc Offshore & Marine Engineering (Group) Company Limited(600685) (00317) rose once in midday trading to close at HK $7.17, up 1.70%.
Cssc Offshore & Marine Engineering (Group) Company Limited(600685) (00317) is a national core military production enterprise under China Cssc Holdings Limited(600150) industrial group. Its subsidiary Huangpu Wenchong is the main construction base of Chinese military ships, special engineering ships and marine engineering.
3. Shandong Molong Petroleum Machinery Company Limited(002490) (00568) rose sharply to close at HK $4.44, up 12.98%.
Earlier, Shandong Molong Petroleum Machinery Company Limited(002490) (00568) released the profit warning. It is estimated that the net loss attributable to shareholders of Listed Companies in 2021 will be 350 million yuan to 400 million yuan, while the profit in the same period last year will be 32.1786 million yuan.
4. Jingcheng electromechanical Co., Ltd. (00187) was active again, closing at HK $3.70, up 5.11%.
At the end of last month, Jingcheng electromechanical Co., Ltd. (00187) issued an announcement of pre loss of performance. It is estimated that the net profit attributable to shareholders of listed companies last year was -26.5 million to -22.5 million, with a year-on-year change of -116.94% to -114.38%.
5. The gross profit of core business continued to be normal, and Qiu Titanium Technology (01478) fell sharply to close at HK $7.12, down 15.34%.
On the evening of February 23, Qiuti Technology (01478) released the performance forecast of Kunshan Qiuti in the first quarter of this year. During this period, the net profit of kunshanqiu titanium is expected to decline by about 48.72% to about 61.54% year-on-year. The decline in profit was mainly due to the intensified competition in the camera module Market in the first quarter, and the gross profit continued to be under pressure.
