Home » Zhitong Hong Kong stocks have long known | (October 7) Carrie Lam’s policy address is concerned about the holiday coming to an end, pay attention to the market release signal provider Zhitong Finance

Zhitong Hong Kong stocks have long known | (October 7) Carrie Lam’s policy address is concerned about the holiday coming to an end, pay attention to the market release signal provider Zhitong Finance

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Zhitong Hong Kong stocks have long known | (October 7) Carrie Lam’s policy address is concerned about the holiday coming to an end, watch for market signals

【Important Data】

【Zhitong Viewpoint】

1. As of the close of US stocks overnight, the Dow rose 102.32 points or 0.30% to 34416.99 points; the Nasdaq rose 68.08 points or 0.47% to 14501.91 points; the S&P 500 index rose 17.83 points or 0.41% to 4363.55 points. The Hong Kong stock ADR index followed the rise, and on a proportional basis, it closed at 24,148 points, up 181.88 points or 0.75%.

2. The Hong Kong Securities Regulatory Commission welcomes and supports the measures proposed in the policy address to enhance Hong Kong’s status as an international financial center. The Securities Regulatory Commission is setting up a working group with members including the Monetary Authority and the Stock Exchange to conduct a feasibility study on promoting the trading of RMB-denominated securities in Hong Kong. It will also discuss with relevant mainland authorities to include the RMB counter under the stock market transaction interconnection mechanism. Within Southbound Trading.

3. According to Xinhua News Agency, on October 6, 2021 local time, Yang Jiechi, member of the Political Bureau of the CPC Central Committee and Director of the Office of the Central Committee for Foreign Affairs, met with Sullivan, National Security Affairs Assistant to the President of the United States, in Zurich, Switzerland. The two sides agreed to take action to implement the spirit of the call between the two heads of state on September 10, strengthen strategic communication, properly manage differences, avoid conflict and confrontation, seek mutual benefit and win-win results, and work together to push China-US relations back on the right track of healthy and stable development.

4. According to a report from Chinanews.com, China Southern Power Grid said on the 6th that during the National Day holiday this year, the load and power consumption of the entire grid increased significantly year-on-year. China Southern Power Grid took multiple measures to ensure power supply. Affected by the rapid economic recovery, the power load and power of the five southern provinces have increased rapidly since the beginning of this year. Especially during the National Day holiday this year, China Southern Power Grid’s load and electricity increased significantly year-on-year. From October 1st to 5th, the electricity received by the entire network was 17.779 billion kWh, an increase of 21.33% year-on-year; on the 5th, the entire network was adjusted. The maximum load reached 178 million kilowatts, a year-on-year increase of 13.26%. Among them, the highest load of Guangdong Power Grid was adjusted to 111 million kilowatts, a year-on-year increase of 20.47%. The relevant Hong Kong stocks involved include China Resources Power (00836), China General Nuclear Power (01816), and China Power (02380).

5. According to the official website of BYD (01211) North America, BYD and the American company Levo Mobility announced a cooperation plan to integrate Nuveve Holding’s vehicle-to-grid (V2G) technology with BYD’s battery electric vehicle (BEV) technology, and plans to join forces in the next five years Deploy up to 5,000 battery electric vehicles. The cooperation plan disclosed this time shows that Levo plans to purchase as many as 5,000 medium- and heavy-duty BYD battery electric vehicles adapted to V2G technology within five years, which may include buses and coaches, yard tractors and garbage trucks, and pick-up trucks. Delivery vans and school buses, etc.

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6. Huaren Property (00127) announced on the Hong Kong Stock Exchange that SOLAR BRIGHT LTD will privatize the company. The directors of the offeror are Chen Kaiyun and Chen Shiyun. The proposal will cancel the company’s listing status. The cancellation price of HK$4.00 represents a premium of approximately 83.5% over the closing price of HK$2.18 per share as quoted on the Stock Exchange on the last full trading day. The company has applied to the Stock Exchange for shares to resume trading on the Stock Exchange from 9:00 a.m. on October 7, 2021.

7. According to Xinhua News Agency, China Energy Construction Co., Ltd. (03996), China Xidian Group Co., Ltd. and the Egyptian Giza Cable Industry Corporation formed a consortium and successfully signed the Egyptian-Saudi ±500kV UHV DC transmission on the 5th. Line EPC project. According to Yao Gang, general manager of the Egyptian representative office of Energy China, the Egypt-Saudi ±500kV DC transmission line project is the DC transmission project with the highest voltage level and the longest transmission distance in the Middle East and North Africa.

8. Shunfeng Clean Energy (01165) sold all the shares of Hebei Sanlong and Shangyi County Shuneng for 414.7 million yuan, and resumed trading on October 7.

【Company News】

1. Chinese Land (00127) received a premium of 83.5% from Chen Kaiyun for privatization and resumed trading on October 7

2. Guli Pharmaceutical-B (01672) proposes to spend up to HK$200 million to repurchase shares under the repurchase authorization

3. Xinwei Medical-B (06609) recommends adopting the 2021 H-share incentive plan and plans to repurchase no more than 750,000 shares for recruiting and motivating employees

4. Xiaomi Group-W (01810) repurchased 2.428 million shares at HK$49.8 million on October 6

5. Hengan International (HK:) (01044) repurchased 400,000 shares for HK$16,551,800 on October 6

6. On October 6, ESR (01821) spent approximately HK$6.7137 million to repurchase 288,800 shares

7. Weimob Group (02013) repurchased 585,000 shares at HK$6.405 million on October 6

8. Viva Bio (01873) repurchased 879,000 shares for approximately HK$5.0778 million on October 6

9. Kangji Medical (09997) repurchased 400,000 shares at HK$3.8788 million on October 6

10. Xinchengyue Service (01755) repurchased 243,000 shares at HK$3.77 million on October 6

11. Lianyirong Technology-W (09959) repurchased 382,000 shares at HK$2.97 million on October 6

12. Chuangyi Holdings (03992): Compulsory acquisition and listing status will be withdrawn from 9:00 am on October 7

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13. Fully exercised the over-allotment option Helens (09869) issued 20,197,500 shares

14. Lai Sun Development (00488) issued 323 million rights shares on October 6

15. Century Concord New Energy (00182) issued 93,397,200 shares due to the conversion of convertible bonds

16. K. Wah International (00173) issued 2.96 million shares under the share option plan

17. China Investment Fund Corporation (00612) issued 632,000 shares under the share option plan

18. Hongguang Lighting (06908) intends to change its name to “Hongguang Semiconductor”

【Performance Express】

1. Greentown China (03900) total contracted sales in the first 9 months increased by 63% year-on-year to 262.1 billion yuan

2. Lego Group (01622) contracted sales in the first September increased by 42.44% year-on-year to 32.068 billion yuan

3. Rongxin China (03301) total contract sales for the first September increased by 22.22% year-on-year to 122.365 billion yuan

4. Times China Holdings (01233) accumulated contracted sales in the first 9 months increased by 12.06% year-on-year to 66.914 billion yuan

5. Truly International (00732) consolidated net sales of approximately HK$16.681 billion in the first nine months, an increase of approximately 3.4% year-on-year

6. Xiangsheng Holding Group (02599) total contracted sales attributable to the group in the first 9 months of approximately 64.281 billion yuan

【Macro and Industry】

1.[Goldman Sachs: The United States may raise the debt ceiling to $31 trillion in two installments]Goldman Sachs economist Alec Phillips said that raising the debt ceiling once has proven to be a challenge, and the worst thing to do is to vote twice. Vote to raise the debt ceiling. The only thing less attractive than voting to raise the debt ceiling to US$31 trillion is to vote to raise it to US$29 trillion, and then to raise it to US$31 trillion in the second vote. Phillips said that Democrats may accept the proposal, and the October 18 debt ceiling deadline will be postponed for one to two months, but this should not be considered a compromise and may not change the situation.

2. The European Central Bank: It is studying a new bond purchase plan for use at the end of the Emergency Anti-epidemic Bond Purchase Plan (PEPP). No decision has been made on the new bond purchase plan.

3. JPMorgan Chase CEO Dimon: JPMorgan Chase will begin evaluating all its contracts on Monday, including those related to the repurchase market, as part of its preparations for potential defaults by the US government. People will have a huge demand to sell U.S. Treasury bonds and want to finance U.S. Treasury bonds.

4.[The total box office of “Changjin Lake” exceeded 3 billion]According to the real-time data of the Beacon Professional Edition, as of 21:19 on October 7th, the movie “Changjin Lake” was released for 7 days, and the total box office exceeded 3 billion. The 13th film in Mainland China’s film history with a box office of more than 3 billion, has now broken 14 film history records.

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5.[Xinhua News Agency: Coal-carrying artery Da-Qin Railway launches autumn intensive repair]A few days ago, my country’s coal-carrying artery Da-Qin Railway began to intensively repair in autumn to prepare safe and stable line conditions for the next step of winter coal transportation. In addition, in order to ensure the stability of energy transportation, China Railway Taiyuan Bureau Group Co., Ltd. kept a close eye on the daily transportation volume of 1 million tons of Daqin Railway during the construction period to ensure that the maintenance and supply were correct. Two days before the construction, the transportation of coal reached about 2 million tons.

6.[Lam Cheng Yuet-ngor releases the 2021 policy address, and 330,000 public housing units will be built in Hong Kong in the future]On October 6, Carrie Lam, the Chief Executive of the Hong Kong Special Administrative Region, delivered the 2021 policy address in the Legislative Council. She said that letting people live in peace is the primary goal of housing policy. In the next ten years (that is, from 2022 to 2031), the Hong Kong Special Administrative Region Government has secured about 350 hectares of land, which can build about 330,000 public housing units, which is slightly higher than the figure announced last year and is sufficient to meet the 301,000 expected in the ten-year period. Demand for public housing units. In the past two years, the government has reclaimed 90 hectares of land in the New Territories for development through the use of the Land Resumption Ordinance. It is expected that the government will recover up to 700 hectares of land in the next few years.

[Major shareholders increase or decrease their holdings]

On September 30, Sumitomo Mitsui Financial Group, Inc. reduced its holdings of 847,611 shares of Meilan Airport (00357) at a price of 32.7316 Hong Kong dollars per share, with a total amount of approximately 27,743,700 Hong Kong dollars.

[Best Ratings]

Lyon: Reiterate Xinyi Glass (00868) “Buy” rating target price down to 32.7 Hong Kong dollars

Bank of Communications International: Maintain the “Buy” rating of China Resources Power (00836), and the target price rises by 35.8% to HK$26.45

Morgan Stanley: To Kangfang Biological (09926) “overweight” rating target price slightly lowered by 2% to 68.64 Hong Kong dollars

Morgan Stanley: Yihebo Pharmaceutical-B (02142) “overweight” rating target price slightly reduced to 13.9 Hong Kong dollars

Essence International: Maintain the “Buy” rating of Global New Materials (06616) with a target price of HK$9.6

【Trading Alarm】

New crotch news:

IPO: Tan Tsai International (02217)

Announced results: none

[Disclaimer]The stock market is risky and you need to be cautious when entering the market. This information does not constitute investment advice. For more information, please follow the Zhitong Finance website (http://www.zhitongcaijing.com/) or download the latest APP of[zhitongcaijing]from major application stores for easy viewing.

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