Afternoon comment on Hong Kong stocks | the three major indexes are weak and fluctuating, science and technology, medicine and property management stocks are weak, and Meituan is up more than 4% against the market.

Moomoo News · Aug 29, 2022 00:09

富途资讯8月29日 | 港股三大指数集体走弱，恒指午间跌0.7%，恒生科指跌0.91%，国企指数跌0.64%。

截至午间收盘，港股上涨455只，下跌1157只，收平1292只。

行情来源：富途牛牛-机会-市场热点-港股热点-涨跌分布

板块方面，大型科技股涨跌不一，美团涨超4%，哔哩哔哩跌逾3%，网易跌逾1%，百度涨0.48%，快手涨0.49%，阿里巴巴跌0.26%，京东跌0.08%，腾讯涨0.06%。

内房和物管股跌幅居前，绿城服务跌逾16%，龙湖集团跌逾5%，绿城中国跌逾5%，碧桂园跌逾2%，世茂服务7%，碧桂园服务跌逾2%。

航运股下挫，太平洋航运跌逾3%，中远海控跌近3%，东方海外国际跌逾3%，中远海能跌逾1%。

燃气股回调，华润燃气跌逾5%，新奥能源跌逾3%，中国燃气跌逾1%，昆仑能源跌逾1%。

医药股普跌，康希诺生物跌逾13%，荣昌生物-B跌逾7%，康方生物-B跌逾4%，百济神州跌逾4%，药明康德跌近4%。

教育股走强，天立国际控股涨超17%，新东方在线涨超5%，中教控股涨超4%，新东方-S涨近4%。

个股方面，$美团-W (03690.HK)$涨超4%。消息面，美团8月26日发布了二季度财报，净亏损大幅收窄66.7%，超出市场预期。包括美团优选、美团买菜等即时零售业务的新业务分部营收大增超40%，成为美团新的增长推动器。

$新东方在线 (01797.HK)$涨超5%。消息面，公司公布5月止财政年度业绩，总营收8.99亿人民币，持续经营业务的净营收约人民币6.005亿元。此外，公司的直播电商分部总营收于2022财年为人民币2460万元。

$华润燃气 (01193.HK)$跌逾5%。消息面，公司发布中期业绩，上半年集团总营业额为481.0亿港元，同比增长38%，集团整体毛利率为18.4%，较去年同期下跌7.6个百分比，整体毛利88.3亿港元，同比下跌2.5%。整体毛利及毛利率的下跌主要是由于期内上游天然气价格较去年同期价格大幅上涨所致。

$招金矿业 (01818.HK)$跌逾2%。消息面，上周五美联储主席鲍威尔称，在通胀受控前美联储不会逆转立场，加息预期强化，国际金价创一个月新低。

$思摩尔国际 (06969.HK)$跌逾7%。消息面，公司发布2022 年半年报，营收56.53 亿元/-18.7%，经调整后净利润14.36 亿元/-51.7%，机构称，政策过渡期内国内营收短期承压，产品结构变化+费用投入等因素致净利下滑明显。

半日成交额TOP20

编辑/harry

Futu Information on August 29 | the three major indices of Hong Kong stocks collectively weakened, with the Hang Seng Index falling 0.7% at midday, the Hang Seng Index down 0.91% and the State-owned Enterprises Index down 0.64%.

By midday's close, Hong Kong stocks were up 455, down 1157, to close flat at 1292.

Market source: Futuo Niuniu-opportunity-market hot spot-Hong Kong stock hot spot-up and down distribution

On the plate side, large-scale technology stocks rise and fall differently.Meituan is up more than 4%, Bilibili Inc. is down more than 3%, NetEase, Inc is down more than 1%, Baidu, Inc. is up 0.48%, Kuaishou Technology is up 0.49%, BABA is down 0.26%, JD.com is down 0.08%, Tencent is up 0.06%.

Inner housing and property management stocks led the decline.Greentown Services fell more than 16 per cent, Longfor Group fell more than 5 per cent, Greentown China fell more than 5 per cent, Country Garden Holdings fell more than 2 per cent, Shimao Services fell 7 per cent and Country Garden Services Holdings fell more than 2 per cent.

Shipping stocks fellPacific Shipping fell more than 3 per cent, COSCO Shipping Holdings nearly 3 per cent, Orient Overseas more than 3 per cent and Cosco Haineng more than 1 per cent.

Gas stock pullbackChina Resources Gas fell more than 5 per cent, ENN Energy fell more than 3 per cent, China Gas fell more than 1 per cent and Kunlun Energy fell more than 1 per cent.

Pharmaceutical stocks fell.CANSINOBIO fell more than 13 per cent, Rongchang Biological-B fell more than 7 per cent, Kangfang Biological-B fell more than 4 per cent, BeiGene, Ltd. fell more than 4 per cent, and Wuxi Apptec fell nearly 4 per cent.

Education stocks strengthenTianli International Holdings rose by more than 17%, New Oriental Education & Technology Group online by more than 5%, Zhongjiao Holdings by more than 4%, and New Oriental Education & Technology Group-S by nearly 4%.

Individual stocks$Meituan-W (03690.HK)$It's up more than 4%.On the news side, Meituan released his second-quarter results on August 26th, with a net loss sharply narrowed by 66.7%, exceeding market expectations. Revenue from the new business segment, which includes real-time retail businesses such as Meituan Optimum and Meituan Buy vegetables, has increased by more than 40%, becoming Meituan's new growth driver.

$Koolearn Technology (01797.HK)$It's up more than 5%.On the news side, the company announced its results for the fiscal year ended May, with a total revenue of 899 million yuan and a net income of about 600.5 million yuan for continuing business. In addition, the total revenue of the company's live e-commerce division was RMB 24.6 million in fiscal year 2022.

$CHINA RES GAS (01193.HK)$It fell by more than 5%.On the news side, the company released interim results. In the first half of the year, the total turnover of the group was HK $48.1 billion, an increase of 38% over the same period last year. The overall gross profit of the group was 18.4%, down 7.6% from the same period last year, and the overall gross profit was HK $8.83 billion, down 2.5% from the same period last year. The decline in overall gross margin and gross profit margin was mainly due to the substantial increase in upstream natural gas prices during the period compared with the same period last year.

$ZHAOJIN MINING (01818.HK)$It fell by more than 2%.On the news side, Federal Reserve Chairman Powell said on Friday that the Fed will not reverse its position until inflation is under control, the expectation of raising interest rates has intensified, and the international gold price has hit an one-month low.

$Smoore International Holdings Limited (06969.HK)$It fell by more than 7%.On the news side, the company released its semi-annual report for 2022, with revenue of 5.653 billion yuan /-18.7% and adjusted net profit of 1.436 billion yuan /-51.7%. The net profit decreased significantly due to factors such as short-term pressure on domestic revenue during the policy transition period, changes in product structure and cost input, etc.

Half-day turnover TOP20

Edit / harry

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港股午评 | 三大指数弱势震荡，科网、医药、物管股走弱，美团逆市大涨超4%

Afternoon comment on Hong Kong stocks | the three major indexes are weak and fluctuating, science and technology, medicine and property management stocks are weak, and Meituan is up more than 4% against the market.

半日成交额TOP20

Half-day turnover TOP20

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