On January 29, the three major indexes of Hong Kong stocks closed up slightly, and as of **, the Hang Seng Index rose 078%, the state-owned enterprises index rose 091%, the Hang Seng Tech Index rose 054%。
On the list of gainers, the concept stocks of "Zhongzitou" continued to rise. Among the infrastructure stocks, China Tower (00788HK) rose 854%, China Communications Service (00552.)HK) rose 186%, China Communications Construction (01800.)HK) rose 19%, China Railway (00390.HK) rose 22%。
On the news side, market value management was included in the assessment of central enterprises, and more than 10 listed companies responded intensively. The CITIC research report pointed out that the inclusion of market value management in the performance appraisal of the heads of enterprises in the future will help improve the attention of central enterprises to the company's market value management and enhance the investability of listed central enterprises. In addition, a number of first-class people said that the assessment of central state-owned enterprises from the "scale assessment" to the future "market value assessment" is conducive to the central state-owned enterprises to accelerate professional operation, improve asset quality, and boost the central state-owned enterprises to enter the stage of value revaluation.
Among the large consumption sectors, beer stocks, cosmetics stocks, Hong Kong retail stocks, sporting goods stocks, travel stocks, dairy stocks, and catering stocks all rose first. Among them, among the beer stocks, Budweiser APAC (01876HK) rose 658%, Tsingtao Brewery Co., Ltd. (00168.).HK) rose 394%, China Resources Beer (00291.)HK) rose 221%。Guotai Junan said that the current ** and valuation of the mass goods sector such as beer are at the bottom of the historical range, and with the warming temperature and stable economic expectations, the performance of the mass goods sector is expected to be driven by the three aspects of volume, price and cost, and the allocation value is highlighted.
Sporting goods stocks are generally **,Li Ning (02331.)HK) rose 35%, Anta Sports (02020.)HK) rose 307%, Xtep International (01368.)HK) rose 201%。Bank of China International said that with the reduction of inventory pressure under the promotion of the destocking strategy of major companies, it is optimistic that in 2024, major sportswear companies will travel lightly, focus on products and marketing, and are expected to maintain rapid growth under the catalysis of the Olympic year.
Gas stocks rose againKunlun Energy (00135.)HK) rose 32%, China Resources Gas (01193.).HK) rose 285%, China Gas (00384..)HK) rose 179%, ENN Energy (02688.)HK) rose 134%。On the news side, under the guidance of national policies, Texas, Shanghai, Yangzhou and other places have recently adjusted natural gas sales. According to the agency, this will help local gas companies to channel the cost of gas sources downstream and alleviate the contradiction between natural gas purchase and sales.
Oil stocks also roseCNOOC Oilfield Services (02883.)HK) rose 218%, China Petroleum & Chemical Corporation (00386.).HK) rose 246%, PetroChina (00857.).HK) and so on. On the news side, last Friday, an oil tanker carrying Russian fuel was attacked by Houthi missiles in the Gulf of Aden. The industry is concerned that the Red Sea crisis may affect the oil market.
On the list of decliners, pharmaceutical stocks continued to fall, among which pharmaceutical outsourcing concept stocks were among the top declinersThe Internet medical sector, medical aesthetic concept, and biomedical sector are all under pressure.
Lithium stocks also extended their lossesTianqi Lithium (09696.)HK) fell 41%, Ganfeng Lithium (01772.)HK) fell 313%, BYD shares (01211.HK) fell 216%。The expectation of oversupply of lithium salt has become an industry consensus. Huaxi ** said that the terminal demand for lithium salt has not improved for the time being, and the situation of loose supply and demand is difficult to change in the short term, and lithium prices may maintain a downward trend in the future.
In addition, in the automobile industry chain, auto stocks and Tesla concepts have also declined. Among them, Leapmotor (09863HK) fell 741%, BYD shares (01211.HK) fell 216%, Xpeng Motors-W (09868..)HK) followed the fall.
In addition, there are also power stocks, photovoltaic concepts, wind power stocks, etc. Follett Glass (06865.)HK) fell 481%, Xinyi Energy (03868.)HK) fell 417%, Xinte Energy (01799.)HK) fell 413%。Water stocks also fell first, Guangdong Investment (00270HK) fell 1023%, Dongjiang Environmental Protection (00895.).HK) fell 281%。
Author: Bottle.