The Hang Seng index continues to rebound slightly, and the market volume can be enlarged compared with yesterday. The Hang Seng index basically operated above 23120 during the day and maintained a small fluctuation trading as a whole. However, the Hang Seng technology index was weak, and the intraday decline remained around 1%. As of the close, the Hang Seng Index rose 0.40%, or 91.31 points, to 23193.64 points, with a full day turnover of HK $109.184 billion. The index of state-owned enterprises rose 0.11% to 8204.31; The Hang Seng technology index fell 0.83% to 5638.31.
On the impact of Hang Seng index points: Tencent Holdings (00700) contributed 77.05 points, HSBC Holdings (00005) contributed 19.23 points, China Construction Bank Corporation(601939) (00939) contributed 14.05 points, and Shunyu optical technology (02382) contributed 9.53 points; In terms of decline, Alibaba SW (09988) pulled down 22.45 points and Li Ning (02331) pulled down 12.31 points.
blue chip performance:
Energy, oil and gas, banking and real estate led the rise, Tencent Holdings (00700) rose sharply, and the consumption blue chip group fell. In the Hang Seng technology index, component stocks rose and fell, mainly below the concept of secondary listing.
As of the close, Tencent Holdings (00700) rose 4.24% to HK $461.80; Xinyi Glass (00868) rose 3.53% to HK $19.34; Petrochina Company Limited(601857) chemical (00386) rose 2.50% to HK $3.69; Netease-s (09999) rose 2.00% to HK $153.00. Li Ning (02331) fell 3.44% to HK $82.85; Alibaba SW (09988) fell 1.39% to HK $113.30.
On the morning of December 23, Tencent holdings announced the interim dividend distribution plan, which plans to distribute about 460 million JD shares to Tencent shareholders as interim dividends. After the distribution, Tencent’s share of JD shares will be reduced from 17% to 2.3%, and Tencent president Liu Chiping will also step down as a director of JD.
According to an article in the economic daily, the emergence of “fake foreign capital” is not only contrary to the original intention of the Shanghai Shenzhen Stock connect transaction, interferes with the cognition of the relevant departments on the scale of foreign capital inflow, but also disrupts the trading order of the two securities markets and increases the cost of market supervision. The regulatory authorities strictly control the “fake foreign capital”, which will not significantly affect the northward capital trend in the short term, and will be more conducive to the high-level two-way opening of the capital market in the long run.
Xiao Yaqing, Minister of industry and information technology, told Xinhua that we should tap the potential of domestic demand. We will launch a pilot city for the comprehensive electrification of vehicles in the public sector, and carry out rural activities for new energy vehicles, green smart appliances and green building materials. We will strengthen the cultivation of industries that are conducive to improving people’s production and life and represent the direction of scientific and technological development, such as intelligent Internet connected vehicles and ice and snow equipment, and support large-scale development.
disk hotspot:
1. Green power, wind power, power equipment and other new energy sectors rose sharply. As of the close, Datang new energy (01798) rose 18.56% to HK $3.45; Huadian Power International Corporation Limited(600027) (01071) rose 8.43% to HK $3.60; Longyuan Power (00916) rose 8.22% to HK $18.96; Xintian green energy (00956) rose 8.15% to HK $6.24; Dongfang Electric Corporation Limited(600875) (01072) rose 8.09% to HK $13.36; China Resources Power (00836) rose 7.38% to HK $27.65.
On December 22, the National Energy Administration issued the announcement of the first major technical equipment project in the energy field in 2021. 76 technical equipment including “complete set of 300MW variable speed pumped storage unit” are listed.
Recently, the National Energy Administration issued the management measures for the transformation, upgrading and decommissioning of wind farms (Draft for comments), encouraging wind farms that have been connected to the grid for more than 15 years to carry out transformation, upgrading and decommissioning. Tianfeng Securities Co.Ltd(601162) said that according to this policy, the subsidized power will still maintain a high on grid power. In addition, the transformation can improve the utilization hours, reduce the land cost, reduce the operation and maintenance cost, etc. We selected sample companies to calculate that the thickening ratio of wind farm transformation to the revenue of each company is about 0.8% – 32%.
Shenwan Hongyuan Group Co.Ltd(000166) indicates that carbon neutralization changes the logic of power consumption growth of the whole society, and the power demand is resilient in 2022. In the “14th five year plan”, coal power still needs to maintain a high utilization hours to barely balance, and the power supply and demand is tightening for a long time. Therefore, we are optimistic about green power operators and focus on relevant targets with comprehensive energy service development capacity.
2. PV Cecep Solar Energy Co.Ltd(000591) and others also increased. As of the close, Beijing Energy International (00686) rose 9.26% to HK $0.295; Shuifa Xingye energy (00750) rose 6.36% to HK $1.84; Flat Glass Group Co.Ltd(601865) glass (06865) rose 5.50% to HK $34.55; Xinyi energy (03868) rose 4.24% to HK $4.43.
3. Nonferrous metals, coal, gas and new energy vehicles also increased. As of the close, Minmetals resources (01208) rose 5.93% to HK $2.50; China Hongqiao (01378) rose 6.67% to HK $8.48; Yanzhou Coal Mining Company Limited(600188) (01171) rose 4.65% to HK $17.10; Jinchuan International (02362) rose 5.00% to HK $1.26; Ganghua gas (01083) rose 4.27% to HK $6.84; Great Wall Motor Company Limited(601633) (02333) rose 3.82% to HK $28.55.
Changjiang nonferrous metals reported that the recent escalation of the European energy crisis and the continuous rise of energy prices have further raised market concerns, and then worried about the disturbance to nonferrous metal smelting, which has led to higher aluminum prices and driven the sentiment of the nonferrous metal market. The pace of removing aluminum ingots from storage has been accelerated, and the aluminum rods have also changed from accumulated storage to removed from storage. The acceleration of removing storage has bottomed the aluminum price.
4. In addition, biomedicine, education, auto dealers, sportswear, etc. were mainly down. As of the closing, Keji pharmaceutical-b (02171) fell 9.09% to HK $30.00; Gakos-b (01167) fell 4.96% to HK $13.42; Guangzheng Education (06068) fell 3.66% to HK $0.79; Taobo (06110) fell 2.87% to HK $7.78.
performance of other popular stocks:
1. China Power (02380) rose to the top, up 9.72% to HK $5.42 as of the close.
Recently, the State Power Investment Corporation, the parent company of China Power (02380), announced that the group’s installed capacity of clean energy exceeded 60%. Among them, the installed capacity of photovoltaic power generation exceeds 38 million KW, ranking first in the world.
2. Aluminum Corporation Of China Limited(601600) (02600) rebounded sharply, up 8.96% to HK $4.62 as of the close.
China Rare Earth Group Co., Ltd. was officially established. It is a large rare earth enterprise group established by Aluminum Corporation Of China Limited(601600) Group Co., Ltd., China Minmetals Group Co., Ltd. and other enterprises in accordance with the principles of marketization and legalization. Among them, Aluminum Corporation Of China Limited(601600) holds 20.33%.
3. Sinotruk Jinan Truck Co.Ltd(000951) (03808) rose low, up 7.88% to HK $12.60 as of the close.
Sinotruk Jinan Truck Co.Ltd(000951) (03808) pointed out that it is believed that the worst time in the industry has passed. The market share of the company has continued to increase in recent three years, and is expected to reach 19% this year, with the growth rate ranking among the forefront of the industry.
4. Yao Ming juno-b (02126) continued to rebound, up 12.40% to HK $14.32 as of the close.
Recently, the Guangdong Provincial Drug Trading Center showed that the publicized price of Ricky orenza injection of mingjuno-b (02126) biology was 1.29 million yuan / piece. Ricky orenzai injection is a car-t cell therapy targeting CD19 independently developed by mingjuno on the basis of jcar017 of Juno company in the United States.
5. Yihe Holdings (00838) rebounded significantly, up 12.12% to HK $1.85 as of the close.
Guoyuan International said that Yihe Holdings (00838) has accumulated enough technology, customers and production capacity in the field of OA and auto parts. The probability of next year is the starting point of high-speed performance growth.
6. Jingcheng electromechanical Co., Ltd. (00187) continued to adjust. As of the close, it fell 14.69% to HK $4.18.
Recently, Jingcheng electromechanical issued a stock trading risk suggestive announcement that the company’s main business is the manufacturing of gas storage and transportation equipment, and the sales revenue of hydrogen storage bottles and other related products accounts for a relatively small proportion compared with other main products of the company, which has a limited contribution to the company’s performance.
(Zhitong finance and Economics Network)
