Original title: Hong Kong stocks close (6.3) | Hang Seng Index closed down 1.13% and fell below the 29,000 mark 5G concept, sports goods stocks rose against the market
The Hang Seng Index rose 0.23% in early trading, and showed a unilateral downward trend throughout the day. It fell below the 29,000 mark in the afternoon. As of the close, the Hang Seng Index fell 331.59 points, or 1.13%, to 28,966.03 points, with a full-day turnover of 138.932 billion. The state-owned enterprise index fell 1.14% to 10,826.78 points, and the red chip index fell 0.54% to 4,083.38 points.
In terms of blue chip stocks, FTSE Russell announced the results of the second quarter quarterly review. Among them,CITIC Limited(00267) is included in the FTSE China 50 Index, and all changes will take effect on June 21.CITIC LimitedIn the afternoon, it rose more than 4%, reaching 9.25 Hong Kong dollars, a record high in nearly one and a half years. As of the close,CITIC LimitedIt rose 3.95% to HK$9.21, with a turnover of HK$424 million throughout the day, contributing 6 points to the HSI.
Other heavy blue chips,AAC Technology(02018) rose 5.22% to 51.4 Hong Kong dollars, contributing 4 points to the HSI;Xiaomi Group-W(01810) rose 2.39% to 30 Hong Kong dollars, contributing 24 points to the HSI; Hong Kong Stock Exchange (00388) fell 1.78% to 457.8 Hong Kong dollars, dragging down the HSI by 24 points;Yangtze River Infrastructure Group(01038) fell 2.57% to 47.35 Hong Kong dollars, dragging down the Hang Seng Index by 2 points.
In terms of popular sectors, according to media reports, Beijing, Henan, Guangzhou and other places have launched 5G news tenders since May.announcement, 5G news will be fully commercialized within this year. The series of standards required for the development of new business formats will also be released successively within this year. The relevant persons of the three major operators all hold a positive attitude towards the full commercial use of 5G news in 2021, and it is currently accelerating.Centaline SecuritiesSaid that the current potential dividends brought about by the commercial development of 5G networks must be transmitted from the bottom to the top, that is, 5G emerging applications → operators → communication infrastructure. 5G concept stocks have regained the sought after funds today. As of the close,CombaChina(02342) rose 8.21% to HK$2.11;ZTE(00763) rose 4.57% to HK$21.75;Junzhi Group(01300) rose 4.11% to HK$0.76;YOFC Optical Fiber Cable(06869) rose 3.29% to 10.04 Hong Kong dollars.
China Merchants SecuritiesRecently, it was stated that the upcoming Tokyo Olympics and Beijing Winter Olympics can be held and the Chinese national team can participate, or boost the growth of domestic brands’ GMV, and consumers’ preference for domestic brands may become a long-term trend. In addition,Zheshang SecuritiesRecently, it was stated that for Xtep, the recent marginal improvement of the industry structure is a huge catalyst for its current size, and its high recognition in the field of professional running shoes is its biggest advantage. Some sporting goods stocks continue to climb,Xtep International(01368) Create a new historical high. As of the close,361 degrees(01361) rose 8.57% to 3.8 Hong Kong dollars;Xtep International(01368) rose 6.5% to 9.5 Hong Kong dollars;China Trends(03818) rose 2.06% to 0.99 Hong Kong dollars.
Huatai SecuritiesIt is believed that under the influence of policy in the near future, steel prices may return to rationality, and the original intention and idea of ensuring the orderly development of the industry and maintaining reasonable profitability have not changed since the supply-side reform.Suggested attention latersteel industryTiming and structured investment opportunities.Soochow SecuritiesSaid that the valuation advantage of steel stocks is still obvious, and may still be the sector with lower valuations throughout the year. The bank said that the short-term correction of steel stocks is still optimistic in the medium term. Hong Kong steel stocks rose in the afternoon, but fell slightly in late trading. As of the close,Chongqing Iron and Steel Co., Ltd.(01053) rose 4.23% to HK$2.22;Angang Steel(00347) rose 2.7% to HK$4.95;Maanshan Iron and Steel Co., Ltd.(00323) rose 2.47% to 3.74 Hong Kong dollars;China Oriental Group(00581) rose 1.17% to HK$2.59.
In terms of popular stocks, Macquarie releasedResearch reportSaid that he was not surprised by the introduction of the three-child policy.From the perspective of “birth”, some surveys show that more than half of the families expressed their willingness to have a second child after the introduction of the two-child policy, but 51.3% said they have no time to raise, so companies that provide baby care and post-natal servicesLove PalaceAnd so will benefit. In addition,Love PalaceAn announcement was made that a total of up to 190 million placing shares will be placed, accounting for approximately 4.73% of the enlarged company’s shares. The placing price is HK$0.62 per share, and the net proceeds are estimated to be approximately HK$114 million. Spurred by the promulgation of the three-child policy,Love Palace(00286) Recently, it has continued to be sought after by funds. At the end of today, it exceeded 30%, and the cumulative increase this week was nearly 60%. As of the close, Ai Di Gong rose 25% to 0.95 Hong Kong dollars, with a turnover of 248 million Hong Kong dollars.
According to media reports, the United Statesreal estateAccording to the statistics of the Association of Brokers, 99% of the 183 metropolitan cities tracked by it have appeared in the first quarter of 2021.House priceThe phenomenon of rising, of which 89% of the local housing prices have seen a double-digit jump. Analysts believe that the high degree of European and American real estate scene is conducive to the furniture export industry.It is reported that the United States isHuisen Home Furnishing(02127) is a major exporter, contributing about 70.5% of revenue in the first six months of 2020. Calculated by export value,Huisen Home FurnishingIt is China’s largest exporter of panel furniture in 2019.Huisen Home FurnishingRecently, it has been sought after by funds, and it has risen by more than 57% in the past three days. As of the close, Huisen Home Furnishing rose 22.71% to 3.35 Hong Kong dollars.
According to a research report issued by CMB International, the upward cycle of China’s construction machinery and heavy-duty truck industry since 2016/17 is close to peaking.Signs include: local government special bond issuance is expected to peak this year; CMB’s industry model shows that demand for excavators and heavy trucks is close to peaking; the number of excavators is growing faster than engineering relatedInvestment in fixed assets; The implementation of the National VI standard in July is expected to slow down the demand for heavy trucks. CMB expects sales of excavators and heavy trucks to decline year-on-year in the second half of 2021 and 2022.China Merchants Bank downgradesSinotrukRated to “Hold”.Sinotruk(03808) Intraday fell more than 7%, hitting a 52-week low. As of the close, it fell 6.85% to HK$17.14.
Razer(01337) Announcement, the co-founders intend to sell 275 million shares at HK$2.405 per share, a 7.5% discount to the closing price of HK$2.6 on the previous trading day, involving an investment of approximately HK$660 million.sellshareholderHe is the co-founder, chairman and CEO Chen Minliang, and non-executive director Lim Kaling. The shares for sale account for about 3.09% of the issued share capital.RazerThere are three large-lot transactions before the market, or the placement may be listed on the board. As of the close,RazerIt fell 12.69% to HK$2.27.
Shandong Molong(00568) The announcement stated that the former chairman of the company Liu Yunlong and the former secretary of the board of directors, Mr. Liu Min, received the China Securities Regulatory Commission “Investigation Notice” on June 1, 2021, because the company was suspected of illegal information disclosure. According to the “Chinese According to the relevant provisions of the Securities Law of the People’s Republic of China, the China Securities Regulatory Commission decided to file an investigation on the company and investigate the above-mentioned personnel.This investigation is aimed at the company’s failure to disclose the original controlling shareholder in a timely manner.Equity transferrelated business. As of the close,Shandong MolongIt fell 22.72% to HK$5.92.
(Source: Zhitong Finance Network)
(Editor in charge: DF358)
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