2023-08-15 11:23:00
Beishui recorded large net inflows for three consecutive trading days, and recorded another net inflow of nearly 6.8 billion yuan today.Funds mainly attract index ETFs, with Tracker Fund （02800）
The most popular, attracting 700 million yuan a day, China Mobile （00941）
There was also a net inflow of 680 million yuan, and the Hang Seng National Index ETF （02828）
There is also a net inflow of 540 million yuan; in terms of net outflow, CNOOC （00883）
and Kuaishou （01024）
A net outflow of RMB 220 million and RMB 70 million was recorded respectively.
The Hang Seng Index edged up 9 points at night to 18544 points.
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Brokerage stocks bucked the trend and rose, Country Garden and Bifu rebounded, nine stocks fell by more than 8%, and the Hang Seng Index fell by 192 points
Hong Kong stocks fell nearly 200 points following China’s economic data fell short of expectations. The Hang Seng Index opened 174 points lower, and fell as much as 259 points in the followingnoon, reaching a low of 18,513 points. The benchmark index fell 0.7% to 4179 points.China Mobile （00941）
Against the market, Nine Homes rose steadily by 0.7%. （01997）
Fell more than 8%, Country Garden （02007）
Bifu （06098）
It rebounded by more than 1% and 3%, and brokerage stocks bucked the trend and rose.
Hang Seng Index Constituent Stock Closing Price
(yuan) variable amplitude
(%) Contribution/Drag
Hang Seng Index (Point) P/E Ratio
(times) China Mobile 66.75+0.7+49 Chuangke Industrial 83.00+2.2+418 Xiaomi 11.86+0.7+2102 AIA 70.80-1.5-20382 HSBC 61.20-1.8-2910 Alibaba 91.20-1.7-2923
The dynamics of US stocks are constantly updated. For details, please see:[Next page]
Dahong report:
【Reputable Bank Report│1113】Model Morgan Stanley ignores the hot sale of Qinhai Station II and still lowers Cheung Kong’s target price by 12% for this year’s earnings per share
[BigBankReport｜1997]JPMorgan: Three Reasons to Cut 9 Target Prices to 27 Yuan, Downgrading to “Reduce”, Potential Downside of About 20%
【Report by a leading bank│HSBC】Citi is optimistic regarding the attractive growth prospects of HSBC and raises the target price of HSBC by more than 7%. What is the latest view?
Financial Journal:
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Current market trend:
[19:20]Beishui recorded another net inflow of nearly 6.8 billion yuan, the main attraction of Yingfu Fund, China Mobile Hang Seng Index night futures rose slightly by 9 points
【17:59】[Performance｜Pork Stocks]WH Group earns 45% less in the first half of the year, 5 cents in interest, 7.5% in interest rate, China’s pig price in the second half of the year is expected to rebound by 10% to 20% compared to the first half (second edition)
[17:55][Performance｜China Concept Stocks]Tencent Music’s revenue in the second quarter was 5.5%, and its adjusted net profit was 1.53 billion yuan
[17:29][Country Garden 2007]Ping An Asset Management of China reduced its holdings of 14.09 million shares of Country Garden last Friday and sold a total of 262 million shares in the past year
[17:20][Yingxi︱Property Management Stocks]Sunac’s service is expected to earn no less than 300 million yuan in the mid-term turnaround due to two reasons
【16:44】[Performance│Utility stocks]The net profit of Gas in the first half of the year increased by 9% to 3.6 billion yuan, and the dividend rate was 12 cents and the dividend rate was 5.6%. The group will continue to diversify and expand
[16:10]China Mobile （00941）
Against the market, Nine Homes rose steadily by 0.7%. （01997）
Fell more than 8%, Country Garden （02007）
Bifu （06098）
It rebounded by more than 1% and 3%, and brokerage stocks bucked the trend and rose. The Hang Seng Index fell 192 points to close at 18581 points, with a turnover of 81.9 billion yuan. The benchmark index fell 0.7% to 4179 points.
[16:00]The Hang Seng Index fell 187 points to 18585 points before the U disk.
[15:57]Evergrande Automobile （00708）
Gains narrowed to 4 percent at 1.77 yuan.
[15:44]HSBC （00005）
In the late market, it fell nearly 2%, reaching a low of 16.2 yuan.
[15:35][China Economy]PBOC’s sudden interest rate cut supports the economy Morgan Stanley and Goldman Sachs predict that LPR will be cut by 15 pips, and more coordinated policy relaxation measures are needed
[15:30]The decline in the market widened once more. The Hang Seng Index fell by 195 points to 18578 points, and the KCI fell 0.8% to 4174 points.
[15:02]The People’s Bank of China adjusted the interest rate of the standing lending facility, reducing the overnight period by 10 basis points to 2.65%; the 7-day period was reduced by 10 basis points to 2.80%; the one-month period was reduced by 10 basis points to 3.15%.
[14:59]CITIC Securities （06030）
Up 1% once morest the market, CICC （03908）
Up 0.5%, HTSC （06886）
rose more than 1%.
[14:49][China Real Estate Crisis]Ruilian Nie Huixian: It is very difficult for mainland real estate to refinance in the offshore bond market. To save real estate companies, we must first stimulate the local desire to buy properties
【14:44】Link （00823）
The stock price rebounded once morest the market, rising 1% to reach a high of 38.8 yuan.
[14:37][Domestic Real Estate Crisis]Daiwa: In the next few months, more private enterprises and domestic real estate companies may default and lower the target price of Longfor by 25% and still call for “buy”
[14:32][China’s rescue of the market]China is reportedly considering lowering the stamp duty on A-shares. If it comes true, it will be the first reduction in 15 years
[14:21]Tencent, which will announce its results tomorrow （00700）
Turned up 0.3%, Alibaba （09988）
down 0.9%, Meituan （03690）
down 0.7%.
[14:21]Hong Kong stocks narrowed the decline along with the A-shares. The Hang Seng Index fell by regarding 120 points to 18,652 points at the latest, and the KCI fell 0.1% to 4,202 points.
[13:30]The decline in the market widened to nearly 250 points in the followingnoon, to 18526 points, down 246 points, and the KSCI fell 1%, to 4164 points.
[13:26]China Mobile （00941）
Continued to stabilize once morest the market, the stock price rose by nearly 1%, HSBC （00005）
down 1%, AIA （01299）
down nearly 2%.
[13:23]The Hang Seng Index fell by regarding 200 points to 18,573 points, and the KCI fell 0.7% to 4,178 points.
[13:09]361 degrees （01361）
After the performance, it fell sharply by 23%, reaching a low of 3.8 yuan, and fell more than 11% to 4.38 yuan at the latest, with a turnover of 30.05 million yuan.
[13:03]Alibaba （09988）
Meituan （03690）
Afternoon fell more than 1%, Tencent （00700）
down 0.6%.
[13:01]361 degrees （01361）
After the results, the share price fell by more than 6%, reaching a low of 4.61 yuan.
[13:00]Hong Kong stocks fell by regarding 168 points in the early followingnoon to 18605 points, and the KSCI fell 0.5% to 4185 points.
[12:20][Performance︱Sporting Goods Stocks]361 Degrees earns 27.7% more in the interim year-on-year, resumes interim dividend of 6.5 cents
[12:15][Results｜China Properties]In the first half of the year, Chinese Real Estate earned 83% less in the first half of the year and did not pay dividends. Listed and non-listed dividend income dropped sharply by 96%.
[12:00]The Hang Seng Index fell 151 points in half a day to 18622 points, with a turnover of 43.6 billion yuan. The benchmark index fell 0.4% to 4193 points.innovation and technology （00669）
Against the market, it rose nearly 3%, Evergrande Auto （00708）
Rise more than 14%, Sino-Ocean Group （03377）
fell more than 9%, nine home （01997）
Falling more than 7%, Country Garden rebounded more than 1%.
【11:47】Wei Xiaoli’s individual development, Weilai （09866）
Fell more than 1%, Xiaopeng Motors （09868）
Rising more than 2% once morest the market, Li Auto （02015）
Relying on a steady rise of 0.3%.
【11:46】Chuangke Industry （00669）
Against the market, it rebounded by nearly 3%, reaching a high of 83.7 yuan.
[11:39][Inside Bank Stocks]According to reports, the Bank of China will implement “fat and thin” in the reform of remuneration, and will promote the completion of reforms in domestic branches in the next 2 years
[11:37]The Hang Seng Index fell by regarding 189 points to 18583 points before the market closed at noon, and the Kosher Index fell 0.7% to 4178 points.
[11:37][China’s unemployment rate]China stopped publishing the youth unemployment rate in August. The National Bureau of Statistics: It will resume publishing following improving the statistical method (with a year’s trend)
[11:30]The Shanghai Stock Exchange fell 0.3% in half a day, the Shenzhen Stock Exchange fell 0.9%, and the ChiNext Index fell 1%.
[11:22]Hengyu Group （02448）
It fell 21%, breaking the bottom and seeing as low as 0.135 yuan.
[11:16][Inner Housing Crisis]National Bureau of Statistics: The inner housing market is in the adjustment stage. Leading housing companies’ exposure to debt risks affects market expectations
【11:14】Chow Tai Fook （01929）
It fell more than 4%, reaching a low of 11.82 yuan.
[11:06]BYD （01211）
fell more than 2%, Geely （00175）
fell 0.8%, Changqi （02333）
,Guangzhou Automobile （02238）
fell more than 1%.
[10:48][China Economy]The offshore RMB once fell below the 7.3 mark, and it has reached this level once morest the Hong Kong dollar!The “Troika” data in the Mainland fell short of expectations + the People’s Bank of China unexpectedly lowered the MLF interest rate
[10:45]The decline of the Hang Seng Index narrowed to within 100 points, reported 18674 points, down 98 points, and the KSCI fell 0.3%, to 4197 points.
【10:34】Hong Kong Stock Exchange （00388）
It fell nearly 1%, reaching a low of 300.2 yuan.
【HKEx 388】HKEx is reportedly discussing with banks how to stimulate trading in Hong Kong stocks, but the government has no intention of lowering stamp duty
[10:14]Evergrande Automobile （00708）
The increase narrowed to 10% to 1.87 yuan, which was as high as 2.5 yuan this morning.
[10:14][Domestic Housing Crisis]Country Garden rebounded by 4%, and many cities in the Mainland plan to reduce the lower limit of the down payment ratio for second homes in the near future
[10:08]China’s data was worse than expected. The Hang Seng Index fell 190 points to 18,583 points, and the KCI fell 1% to 4,164 points.
[10:03]China’s total retail sales of consumer goods rose by 2.5% in July. From January to July, the total retail sales of consumer goods increased by 7.3% year-on-year, which is expected to increase by 7.6%, and the previous value was 8.2%. In July, the added value of industries above designated size increased by 3.7% year-on-year. From January to July, the added value of industrial enterprises above designated size rose by 3.8% year-on-year, in line with expectations. From January to July, urban fixed asset investment increased by 3.4% year-on-year, which was expected to increase by 3.7%, and the previous value was 3.8%.
[10:01]The decline in the market further expanded to regarding 150 points.
[09:56]Individual development of ATMXJ, Alibaba （09988）
down 0.8%, Tencent （00700）
Turned up 0.1%, Meituan （03690）
fell 0.7%, JD.com （09618）
up 0.3%, Xiaomi （01810）
rose 0.7%.
【09:54】【Electric Vehicle】BYD reportedly developed self-developed smart car software and abandoned Baidu’s self-driving technology
[09:53]The decline in the market narrowed to regarding 42 points, at 18,740 points, while the KSCI rose 0.2%, to 4,217 points.
[09:46]Country Garden （02007）
The rebound expanded to more than 7%, Country Garden Services （06098）
rose more than 5%.
[09:45]Clover Bio （02197）
The share price retreated 8%, reaching a low of 1.34 yuan.
【09:40】Evergrande Automobile （00708）
The increase expanded to more than 45%, and the peak was as high as 2.5 yuan, making it the stock with the largest increase for the time being.
[09:37]Ganghua Smart Energy （01083）
It fell more than 3% following the results, and hit a low of 3.28 yuan in the early session. Towngas China’s net profit in the first half of the year increased by 7.1% to 1.115 billion yuan; following deducting the change in the fair value of convertible bonds and the net gain from exiting Shanghai Gas, the operating profit attributable to shareholders fell by 13.7% to 449 million yuan.
[Henderson Land’s Performance]Towngas China earned 7% more in half a year to 1.1 billion yuan, and the renewable energy business won 83 new projects during the non-dividend period
【09:32】China and Overseas （00688）
Rising 1% once morest the market, Rundi （01109）
Up 0.2%, Country Garden （02007）
Rebound 5%, Agile （03383）
Longfor （00960）
rose more than 2%. According to the report, Fuzhou, Xiamen, Chengdu, Shenyang and many other cities plan to adjust and optimize the purchase restriction policy in the near future, lowering the lower limit of the down payment ratio for the second house. After the purchase restriction is lifted, the minimum down payment ratio for the first and second homes in the local area can be further reduced to 20% and 30%.
【09:32】Evergrande Automobile （00708）
After the opening of the market, it rose by more than 30%, breaking the peak at 2.32 yuan.
[09:26]The People’s Bank of China carried out 401 billion yuan 1-year MLF and 204 billion yuan 7-day reverse repurchase operations in the open market. The winning bid rates were 2.5% and 1.80%, respectively, which were 2.65% and 1.90% respectively last time.
【09:20】Evergrande Automobile （00708）
Against the market, it rose more than 14%, Sino-Ocean Group （03377）
It fell nearly 15%, ATM fell 0.6% to nearly 2%, the Hang Seng Index opened 174 points lower, and opened at 18599 points, and the KSCI fell 0.9% to 4170 points.
[Evergrande Crisis]Evergrande Motors issued 50% more shares to attract new funds from UAE car companies and Xu Jiayin’s debt-to-equity swap
[Domestic crisis]Sino-Ocean Group’s profit warning is expected to increase to a maximum of 20 billion yuan in losses in the first half of the year
[09:13]The futures index opened at 18666 points, down 63 points.
【09:09】[Performance｜Gold Mining Stocks]China Gold International earned 84% less in the first half of the year. Chairman Tong Junhu: Strive for the early resumption of production at Jiama Mine
[08:57]China Oil & Gas Holdings （00702）
Trading was briefly suspended this morning.
[08:51]The Hang Seng Index fell by regarding 107 points to 18660 points, and the Dow futures fell by 12 points to 35359 points.
[08:40][Science and Technology Stocks]CanSino: The employee shareholding platform intends to reduce its holdings of no more than 4.91 million A shares. Chairman Yu Xuefeng, Zhu Tao, etc. may lose their status as controlling shareholders
[08:32][Jingdong9618]Jingdong: Liu Qiangdong and his wife immigrated to the United States and other remarks are false information and have reported to the public security organ
[08:12][Hedge Funds]Several hedge funds in the United States reduced their holdings of Chinese concept stocks in the second quarter and even cleared their positions in Alibaba
[07:56][Prototype of selling bets]Michael Burry cleared JD.com and Alibaba in the first quarter and is still the top two major holdings
[07:45][Morning Highlights]Su Peifeng: If even Country Garden is not rescued, it will trigger a domino effect︱Qinhai Station I takes advantage of the momentum to open a price, and the real price of 1 room is 3.858 million
[07:45]Hong Kong stock ADR closed at 18628 points, down 145 points or 0.8%.HSBC （00005）
ADR was equivalent to 62.22 yuan, 0.13 yuan or 0.2% lower than the closing price in Hong Kong.Tencent （00700）
ADR was equivalent to 330.31 yuan, 2.89 yuan or 0.9% lower than the closing price in Hong Kong.alibaba （09988）
ADR was equivalent to 91.36 yuan, 1.44 yuan or 1.6% lower than the closing price in Hong Kong.
More Hong Kong stock ADR and Chinese stocks quotes:
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[07:30]Investors pay attention to the performance of many important retailers and retail sales data in July. Large-scale technology companies are favored. The Dow rose 26 points to 35307 points; the index rose 25 points to 4489 points; the Nasdaq It rose 143 points, or 1%, to 13,788. The 10-year bond yield rose to 4.193%.
Watch the US stock market close:
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Hong Kong stock market conditions from the previous day, please see for details:[Hang Seng Index Night Futures + ADR]The night market closed down 49 points, Tencent and Meituan ADRs were 1% lower than Hong Kong (continuously updated)
[ShiSir’sone-weekoutlookandstockswithchanges):COFCOPackagingBrillianceChinaShandongGold(watchnow)
Shi Sir’s one-week outlook and changes in stocks
[ShiSir’sone-weekoutlookandstockswithchanges):COFCOPackagingBrillianceChinaShandongGold(watchnow)
Responsible editor: Liang Haoshuo
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