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港股12月31日早报:港股全年回购总金额超2600亿元 11月香港整体出口同比增长2.1%

Hong Kong stocks morning report on December 31: The total amount of stock buybacks in Hong Kong exceeds 260 billion yuan for the year. In November, overall exports from Hong Kong grew 2.1% year-on-year.

cls.cn ·  Dec 30, 2024 18:44

① The total buyback amount of companies in the Hong Kong stock market exceeded 263.4 billion HKD for the year. ② YUEXIU PROPERTY invested approximately 2.2 billion to jointly acquire a piece of land in Shanghai. ③ Guolian completed the transfer of purchased assets. ④ In November, Hong Kong's exports increased by 2.1% year-on-year.

Focused on hot topics.

1. The National Development and Reform Commission and six other departments released guiding opinions on promoting high-quality development of the data industry. By 2029, the average annual compound growth rate of the data industry should exceed 15%, the industry structure should be significantly optimized, and the innovation capability of data technology should rank among the world's advanced levels. The opinions propose to focus on developing a number of data service enterprises centered around business consulting, trading matching, compliance services, and financial services.

2. Wei Lizhong, Deputy Director of the Resource Development Division of the Ministry of Culture and Tourism, introduced that the Ministry will actively play a coordinating and overall role, encouraging and guiding localities and platforms to set up special pages, publish preferential measures, and attract tourists to experience ice and snow, continuously stimulating consumer vitality. It is understood that the Yanqing District of Peking will issue ice and snow cultural tourism consumption vouchers worth 2 million yuan on the Ctrip and Qunar travel platforms. Jilin plans to issue ice and snow consumption vouchers worth 30 million yuan in cooperation with China UnionPay.

3. According to the Lithium Branch of the China Nonferrous Metals Industry Association, in November 2024, affected by the strong demand for downstream Cathode Material, some lithium extraction companies increased their production; due to seasonal factors, Lithium Extraction from Salt Lakes production decreased. Lithium prices have rebounded somewhat, approaching 0.08 million yuan per ton.

4. Since 2024, as the Hong Kong stock market has shown signs of reversal and recovery, the buyback efforts of Hong Kong-listed companies have also increased continuously. According to data, as of December 30, the number of Hong Kong-listed companies implementing buybacks this year reached 280, a year-on-year increase of 35%; the total buyback amount reached 263.441 billion HKD, a significant year-on-year increase of 108%. Among them, since December, 111 Hong Kong-listed companies have initiated buybacks, with a cumulative buyback of approximately 0.674 billion shares, totaling a buyback amount of 20.446 billion HKD. (Securities Daily)

5. The statistics released by the Census and Statistics Department of the Hong Kong Special Administrative Region government on the 30th show that in November 2024, both the total export and import values of Hong Kong recorded year-on-year increases, rising 2.1% and 5.7%, respectively.

Global market.

On Monday, the three major U.S. stock indices all fell. By the close, the S&P 500 Index dropped 1.07%, the Nasdaq Composite Index fell 1.19%, and the Dow Jones Industrial Average decreased by 0.97%.

Most technology stocks were down, with Apple falling 1.33%, Microsoft down 1.32%, Tesla dropping 3.3%, Advanced Micro Devices falling 2.2%, and Intel down 2.36%.

Chinese concept stocks also generally declined, with the Nasdaq China Golden Dragon Index ending down 1.90%. JD.com fell 2.06%, Baidu dropped 2.94%, PDD Holdings decreased 3.14%, Li Auto fell 4.79%, and Xpeng Motors dropped 6.06%.

In Hong Kong stocks, all three major indices collectively closed lower on Monday. By the close, the Hang Seng Index fell 0.24%, the Technology Index dropped 0.84%, and the Hang Seng China Enterprises Index decreased by 0.34%. In terms of market performance, dividend stocks such as Electrical Utilities, Coal, Banks, and Insurance mostly maintained an upward trend, while individual stocks in Autos led the decline.

Company news

YUEXIU PROPERTY (00123.HK): Successfully won the bid for a plot in Changning District, Shanghai through a consortium, with a total cost of 2.1825 billion yuan.

Guolian Securities (01456.HK): Asset purchase transfer completed, officially holding 99.26% of Minsheng Securities.

CRRC Corporation (01766.HK): Recently signed several contracts with a total value of approximately 69.35 billion yuan, accounting for about 29.6% of the company's revenue for 2023 under China's accounting standards.

CAPITAL VC (02324.HK): Released annual performance results for the year ending September 30, 2024, with a net loss of approximately 19.9 million Hong Kong dollars, narrowing by 87% year-on-year.

Guangzhou Automobile Group (02238.HK): Completed the sale of an 18.82% stake in Guangzhou Juwan Technology Research Co., with a total consideration of approximately 1.331 billion yuan.

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