The market reappeared the contraction adjustment, and the full day turnover was less than HK $65 billion, which was quite rare. After the three major indexes opened low, they fluctuated downward, the Hang Seng Index maintained the 23000 mark, and the Hengke index broke the new low record of the year again. As of the close, the Hang Seng Index fell 0.83%, or 194.02 points, to 23086.54 points, with a full day turnover of HK $62.945 billion. The state-owned enterprise index fell 1.17% to 8098.76; The Hang Seng technology index fell 1.75% to 5471.87.
On the impact of Hang Seng index points: HSBC Holdings (00005) contributed 9.61 points and Shunyu optical technology (02018) contributed 5.28 points; In terms of decline, Alibaba SW (09988) pulled down 40.69 points, China Merchants Bank Co.Ltd(600036) (03968) pulled down 12.67 points, Yaoming Biology (02269) pulled down 9.35 points, and Country Garden Service (06098) pulled down 6.72 points.
blue chip performance:
Internet, internal housing and consumption led the decline, and local blue chips in Hong Kong continued to be active. In the Hang Seng technology index, Internet and cloud services continued to lead the decline, Byd Company Limited(002594) Electronics (00285) rose 3.85% against the market.
As of the close, Shanghai New World Co.Ltd(600628) development (00017) rose 1.15% to HK $30.70; Hong Kong and China Gas (00003) rose 0.66% to HK $12.24. China Merchants Bank Co.Ltd(600036) (03968) fell 2.83% to HK $60.00; China biopharmaceutical (01177) fell 2.74% to HK $5.32; Alibaba SW (09988) fell 2.56% to HK $110.60; China Resources Land (01109) fell 1.77% to HK $33.25.
Interface News reported that after Christmas, the world’s new covid-19 confirmed cases in a single day hit a record high, and 500000 confirmed cases in the United States in a single day. On Monday, 1.44 million new cases of covid-19 were confirmed worldwide, breaking the previous record. The seven day rolling average number of infections reported by ironing one-time fluctuations and irregular holidays is also at an all-time high.
Huaxi Securities Co.Ltd(002926) pointed out in the latest weekly report that in view of the changes in U.S. currency liquidity, the possibility of impact on the stock, bond and foreign exchange markets in Southeast Asia, Latin America and other overseas emerging markets will further increase in the future. Tianfeng Securities Co.Ltd(601162) stressed that it is expected that with the steady growth of China’s economy and the stabilization of the marginal impact of regulatory policies, Chinese science and technology Internet enterprises are expected to gradually usher in revaluation.
disk hotspot:
1. A few stocks in the consumer sector rose, such as jewelry and catering, and a few active stocks in electronic manufacturing, port and logistics. As of the close, Xiabu Xiabu (00520) rose 2.75% to HK $5.97; Byd Company Limited(002594) Electronics (00285) rose 3.85% to HK $28.30; Fuzhikang group (02038) rose 2.24% to HK $1.37; China Resources medicine (03320) rose 1.17% to HK $3.46; JD logistics (02618) rose 1.13% to HK $26.85; China Merchants port (00144) rose 1.14% to HK $14.22.
2. Property management unit collective weakness. As of the close, rongchuang service (01516) fell 9.44% to HK $7.48; Ya life services (03319) fell 5.44% to HK $13.90; Xuhui Yongsheng service (01995) fell 4.07% to HK $11.80; Country garden services (06098) fell 4.31% to HK $45.50.
This week, Citic Securities Company Limited(600030) analyzed the cooling of the M & a market in the property management industry. The report said that the cooling of the M & a market is later than the decline of the valuation of the secondary market, but the cooling is still a trend. This is a warning to the blind pursuit of property management rights. It also shows that the property management right itself is not a good asset. Only the middle and back office system, value-added service system and influential brand that can bring economies of scale can be favored by investors.
3. Education and health stocks also fell mainly. As of the close, maple leaf Education (01317) fell 8.06% to HK $0.57; Guangzheng Education (06068) fell 7.04% to HK $0.66; Xintong medical-b (02160) fell 6.19% to HK $3.64; Keji pharmaceutical-b (02171) fell 5.28% to HK $26.00; Gakos-b (01167) fell 5.17% to HK $12.48.
4. In addition, software services, interior rooms, film and television, finance and so on are green as a whole. As of the close, Jinshan software (03888) fell 4.23% to HK $32.85; South China City (01668) fell 4.41% to HK $0.65; Yimaitong (02192) fell 4.06% to HK $27.20; Ali film (01060) fell 7.89 percent to HK $0.70; China Cinda (01359) fell 3.45% to HK $1.40.
performance of other popular stocks:
1. Hengteng network (00136) rose sharply, up 33.48% to HK $2.95.
According to the data of the exchange, in the middle of this month, the three directors of Hengteng network (00136) entered the site and bought a total of 58.3 million shares, accounting for about 0.6% of the total share capital.
2. The spin off brought good news. China water (00855) rose sharply, up 13.20% to HK $10.12 as of the close.
S & P said in its latest report that China water (00855) plans to spin off and independently list its water supply and direct drinking water business, which is beneficial to the company’s credit status, as it will involve additional issuance of shares that can help China Water deleverage.
3. Xinli International (00732) rose sharply, up 9.41% to HK $2.79.
Recently, Xinli Group invested 20 billion yuan to complete the signing of the sixth generation TFT-LCD production line project. As early as 1996, Xinli began to layout in the field of on-board display, and now it has become the mainstream supplier of global car manufacturers.
4. Southern manganese (01091) rose, up 8.65% to HK $1.13 as of the close.
According to Mysteel, the market confidence of electrolytic manganese has gradually recovered since last week, and the price has gradually increased since this week. Nanfang manganese industry (01091) is the largest manganese producer in China. Manganese products are widely used in the field of new energy batteries.
5. Yihai International (01579) declined significantly, down 11.94% to HK $34.30 as of the close.
Considering the unfavorable growth of related party transaction revenue and the challenge of the prospect of third-party business, Macquarie significantly lowered the revenue expectation of Yihai International (01579).
6. Jinxin reproductive (01951) fell sharply. As of the close, it fell 9.78% to HK $8.03.
Recently, Jinxin reproduction (01951) stressed that the company adheres to the basic development of obstetrics. Although the fertility rate continues to decline, the management believes that the number of maternal births will stop falling and rise in the short term.
(Zhitong finance and Economics Network)
