Hong Kong stocks fell into adjustment again, and the Hang Seng Technology Index of Hong Kong stocks weakened significantly again. Among the large-cap stocks of Hong Kong stocks, Chow Tai Fook fell sharply, and the intraday decline once exceeded 13%.
The real estate sector set off a wave of daily limit.
The real estate sector continued to soar this morning, with an increase further than the previous trading day. As of midday, the increase was still over 4%.
Sector stocks set off a wave of daily limit. Yue Hongyuan A, Jia Kaiwuyi, Cinda Real Estate and other stocks have daily limit.
On the news front, the recent good news about the real estate industry continues.
1October 24 165438+ The person in charge of the relevant departments of the China Banking Regulatory Commission said that in June,/kloc-0 1- 10/0, the banking industry put in 2.64 trillion yuan of real estate development loans and issued 4.84 trillion yuan of mortgage loans, which provided strong financial support for stabilizing the real estate market.
The above-mentioned person in charge said that since the second half of last year, a few real estate enterprises have experienced unsustainable risks due to their long-term "high leverage, high debt and high turnover" business model, which has had a spillover effect on the market. At the same time, affected by the epidemic, there have been some adjustments in the current real estate market.
Previously 165438+1October 23rd, the People's Bank of China and the China Banking Regulatory Commission issued the Notice on Doing a Good Job in Financial Support for the Stable and Healthy Development of the Real Estate Market, and introduced16 financial measures to promote the stable and healthy development of the real estate market. The notice requires that real estate development loans be stabilized. Adhere to the "Two Unswervings" and treat all kinds of real estate enterprises, such as state-owned and private enterprises, equally. Encourage financial institutions to focus on supporting the steady development of real estate enterprises with perfect governance, outstanding main business and good qualifications. Financial institutions should reasonably distinguish the risks of project subsidiaries and group holding companies, and meet the reasonable financing needs of real estate projects in accordance with the principle of marketization on the premise of ensuring the security of creditor's rights and the closed operation of funds. Support the project host bank and syndicated loan model, strengthen the management of the whole process of loan approval, issuance and recovery, and effectively ensure the safety of funds.
In addition to the surge in real estate chain stocks, financial stocks also rose. Among them, the banking sector rose a lot in the past few days, with an intraday increase of nearly 2%, with bank stocks trading daily.
According to market data, Qingdao Bank rushed to the daily limit with intraday strength. Zheshang Bank gained nearly 9% in intraday trading.
The insurance sector also strengthened significantly, and China Pacific Insurance and China Life Insurance strengthened significantly. Among them, China Pacific Insurance once again stood on the annual line of last year.
The brokerage sector also strengthened overall, and individual stocks rose almost across the board. Most stocks rose moderately, but some stocks rose sharply, including china galaxy, which rose nearly 9% in intraday trading.
According to the recent research viewpoint of China Post Securities, steady financing has made rapid progress. The three arrows are the financing support policies proposed by 20 18, which are credit, bond and equity financing respectively. At present, since the beginning of this year, tools to support private enterprise financing have been continuously introduced, and this round has basically formed a trend of "three arrows in one go" to stabilize real estate financing. At present, the three arrows of stable financing are advancing rapidly, and the effect is worth looking forward to.
Construction, household items and other real estate chain plates also followed the surge.
In terms of concept plate, Chinese prefix concept stocks continued to rise sharply.
China Unicom once rose more than 9% in early trading. The stock has risen frequently in recent days.
China Kechuan, China Publishing, China Communications Real Estate, Zhongcheng Shares and many other Chinese prefix stocks rushed to the daily limit this morning.
In addition, the trend of coal, oil and other sectors is also relatively strong, while the trend of electrical equipment, machinery and other sectors is weak.
Generally speaking, the market trend is still strong in the morning, while the trend of small and medium-sized stocks is weak, and the market presents obvious structural characteristics.
Throughout the morning, there was a net purchase of northbound funds again, with a net purchase of more than 3 billion yuan in half a trading day.
Performance differentiation of new shares
The performance of new shares in early trading was divided. Among them, the Science and Technology Innovation Board sainz (688480. SH) went public today, which once rose by more than 50% compared with the early issue price.
According to the prospectus, sainz is a high-tech enterprise specializing in the prevention and control of heavy metal pollution, and its core development goal is to become a leader in the field of heavy metal pollution prevention and control. The business covers the fields of heavy metal contaminated acid, waste water, waste residue treatment and resource utilization, environmental restoration, production and sales of medicine and equipment, design and technical services, environmental housekeeping, environmental consultation, environmental testing and so on. The company adheres to R&D and innovation for a long time, and aims at the whole process of "source prevention, process control and terminal treatment" with the four principles of "recycling, reduction, harmlessness and economic application", and has been focusing on R&D and application promotion of heavy metal pollution prevention technology.
Sainz expects the annual operating income in 2022 to be 500-540 million yuan, up 29.99%-40.39% year-on-year; It is estimated that the net profit attributable to the owners of the parent company will be 64 million to 68 million yuan, up 43.40% to 52.37% year-on-year; It is estimated that the net profit attributable to the owners of the parent company after deducting non-recurring gains and losses is 52 million yuan to 56 million yuan, up 37.48% to 48.06% year-on-year. The company's business scale is expected to expand steadily, and its business performance in 2022 is expected to maintain a year-on-year growth trend.
Li Jia Technology, another new stock of the North Exchange listed today, broke the issue price. The company is mainly engaged in the research, development, production and sales of lithium miniature primary micro-batteries. The main products include lithium manganese button batteries, lithium fluorocarbon button batteries, lithium polymer soft bag batteries, lithium aluminum alloy rechargeable button batteries and other products.
Hong Kong stocks fell again.
Chow Tai Fook once fell more than 13%.
Hong Kong stocks fell again this morning, and the Hang Seng Index fell more than 1% in intraday trading.
Housing stocks and banking stocks rose. By midday, the Bank of Qingdao had risen 35.77% to HK$ 3.34, with an intraday rise of nearly 60%. Zheshang Bank rose 2 1.63% to HK$ 3.43; China Bohai Bank rose 10.3 1% to 1.07 Hong Kong dollars; Bank of Zhengzhou rose 7.48% to HK$ 65,438 +0. 15.
Among the constituent stocks of the Hang Seng Index, Chow Tai Fook fell sharply, and the intraday decline of the stock once exceeded 13%.
Chow Tai Fook announced that in the six months to September 30, 2022, the company's turnover increased by 5.32% year-on-year to HK$ 46.535 billion, and its main business profit was HK$ 4.349 billion, down by 2.7% year-on-year.
However, Chow Tai Fook's announcement also stated that despite the macroeconomic challenges and the impact of the epidemic on its business activities, the Group was able to maintain a good pace of opening stores in Chinese mainland and recorded strong sales of gold jewelry and products, which fully demonstrated its business flexibility. The success of gold jewelry and products and the effective strategy of retail network expansion have driven the Group's market share in the Mainland to rise steadily. On September 30, 2022, the retail network expanded to 6,948 retail stores, during which the number of Chow Tai Fook jewelry retail stores in the Mainland increased by 933. Gross profit increased by 65,438+0.6% to HK$ 65,438+00,962 million. The adjusted gross profit margin decreased from 23.5% in the same period last year to 22.4%, mainly due to the increase in the wholesale business and the proportion of gold jewelry and products. As a result, the profit of the main business decreased by 2.7% year-on-year. According to the company, the new Life Four Beauty series, which combines gold and TMARK diamonds, has received enthusiastic response since its launch in July 2022, bringing new sales impetus to the jewelry inlay product category. During the period, HEARTSONFIRE achieved remarkable results, and the retail value of the mainland and Hong Kong and Macao markets increased by 62.6% and 50.2% respectively year-on-year, which was more outstanding than that of the previous fiscal year and before the epidemic.
The Hang Seng Science and Technology Index fell in early trading, and shares such as Mingyuanyun and Bili W fell sharply.