07288 CSOP HANG SENG CHINA ENTERPRISES INDEX DAILY
- 2.390
- -0.110-4.40%
Announcement Highlights | Air China Limited has completed the issuance of over 0.85 billion A-shares to AVIC Group; CHINA RES LAND's sales in November increased by nearly 7% year-on-year.
In the first 11 months, SINO-OCEAN GP's cumulative contracted sales amounted to approximately 30.6 billion yuan, with 3.73 billion yuan in contract sales for November; CHINA RES LAND's total contract sales amount for November was approximately 25.8 billion yuan, representing a year-on-year increase of 6.9%.
Featured announcements | Kanzhun revenue increased 19% year-on-year in the third quarter; China Taibao's original premium income during the year exceeded 410 billion yuan
Xinyi Glass and Xinyi Auto Glass (Hong Kong) signed a 2024 glass supply agreement; CGN Energy completed a cumulative total of 17,684.1 gigawatt-hours of power generation in the first 11 months, an increase of 1.7% over the previous year.
Hong Kong Stock Report, December 12: KPMG expects Hong Kong listed companies to raise more than 100 billion dollars next year, and Kaisa discloses the progress of overseas debt restructuring
① The Legislative Council of the Hong Kong Special Administrative Region passed the “Stamp Duty Legislation (Miscellaneous Amendments) Bill 2024” ② KPMG expects to raise capital of HK$100 billion for listed companies in Hong Kong ③ KPMG discloses progress in overseas debt restructuring ④ Bitcoin market strengthens again and rises back to 0.1 million US dollars
Hong Kong stock morning report on December 11: Citic Lyonn claims to be Bullish on the KUAJINGZIJIN flow and IPO recovery of the Hong Kong Stock Exchange, with SenseTime's share placement financing nearly 2.8 billion Hong Kong dollars directed towards cor
① CITIC Securities is Bullish on the flow of KUAJINGZIJIN and the recovery of IPOs at the Hong Kong Stock Exchange. ② SenseTime's share placement financing of nearly 2.8 billion yuan is used for the development of core Business. ③ HUA HONG SEMI's 12-inch production line at the Wuxi base has been completed and is in production. ④ The Shanghai Stock Exchange will review Guolian Securities' additional share issuance and acquisition matters next week.
Announcement Highlights | Suoteng Juchuang plans to issue shares at a discount of 7.96% to raise a net amount of 0.271 billion Hong Kong dollars; SenseTime intends to issue shares at a discount of nearly 6.3% to raise 2.787 billion Hong Kong dollars.
From January to November, China Life Insurance's accumulated original insurance premium income was approximately 644.3 billion yuan, a year-on-year increase of 4.8%; YUZHOU GROUP's accumulated contract sales from January to November were 7.247 billion yuan, with sales of 0.781 billion yuan in November.
Last night, china assets went "crazy."
Overnight, the nasdaq Golden Dragon china index rose over 8.5%, marking the best single-day performance since the end of September. Popular Chinese concept etfs surged collectively: the largest MCHI increased by 7.7%, the FXI, which tracks large Chinese companies in the Hong Kong stock market, rose over 8%, and the only major Chinese concept etf tracking the A-share market, ASHR, gained nearly 7%. The most insane increase came from the three times leveraged FTSE China, YINN, which soared 24% overnight and continued to rise over 2% after hours.
Announcement highlights | Longfor Group's sales exceeded 90 billion yuan this year; Mao Geping announced the lottery results, listed this morning.
In the first 11 months, longfor group achieved a total contract sales amount of 93 billion yuan, with contract sales of 8.5 billion yuan in November; cspc pharma's application for marketing approval for SYHX2011 to treat advanced breast cancer was accepted.
Hong Kong Stock Market Morning Report on December 9: Jianyin International expects the central volatility of Hong Kong stocks to rise next year, and the Hong Kong Monetary Authority will strengthen financial cooperation with the Saudi Central Bank.
① cnbm plans to repurchase over 0.8 billion H shares at a premium, involving an investment of 3.4 billion Hong Kong dollars. ② Anti-government forces in Syria have invaded the capital Damascus, declaring the fall of the Syrian government. ③ Jianyin International expects the Hang Seng Index to fluctuate in the range of 18,000 to 23,000 points next year. ④ The Hong Kong Monetary Authority is having in-depth discussions with the Saudi Central Bank on strengthening financial cooperation between the two regions.
Announcement Highlights | China overseas sales exceeded 270 billion yuan this year; Guangzhou Automobile Group's November sales decreased by over 10% year-on-year.
In the first eleven months, guangzhou automobile group's cumulative sales reached 1.7045 million vehicles, a year-on-year decrease of approximately 11.1%; china overseas's cumulative contract sales for the first eleven months amounted to 270.466 billion yuan, a year-on-year drop of 5.8%.
Hong Kong stocks morning report on December 5: Most china concept stocks fell, Meitu cleared its crypto profits of about 0.571 billion yuan.
The latest Beige Book survey from the Federal Reserve shows a slight increase in economic activity in November. Federal Reserve Chairman Powell stated that the Fed can remain cautious when looking for the neutral interest rate. President Trump selected digital assets advocate Paul Atkins to be the chairman of the U.S. Securities and Exchange Commission, causing a surge in cryptocurrencies and related stocks. The three major U.S. stock indexes hit record highs on Wednesday, while most popular China concept stocks fell.
Selected announcement | SenseTime completes organizational restructuring, focusing on core businesses such as generative AI; zijin mining group completes delivery of the Peru gold mine project.
In the first 11 months, yuexiu property had a cumulative contract sales of 101.02 billion yuan, a year-on-year decrease of approximately 24%; Fangzhou Jianke was included in the hang seng hong kong-listed biotech index constituent stocks.
haitong sec: Future policy efforts may drive fundamental improvement Hong Kong stocks have significant upside potential.
haitong sec believes that the current Hong Kong stock market is already in a high cost-effective range, and future domestic policy efforts may drive improvements in fundamentals, providing significant upside potential for Hong Kong stocks.
Hong Kong stocks morning report on December 4: The situation in south korea causes a huge shock in asset prices, while the trends of china concept stocks show divergence.
① South Korea's President Yoon Suk-yeol suddenly launched an emergency martial law, but Congress resisted and voted to reject it. ② The USA's labor market shows subtle changes: the number of job vacancies rebounds. ③ The number of CEOs leaving their positions in the USA this year has reached a record high. ④ Yen arbitrage trading is thriving, and the Bank of Japan is reaching for the "interest rate knife." ⑤ The three major US stock indexes had mixed results, with the Nasdaq and the S&P 500 index continuing to set new closing highs, while the trend of china concept stocks showed divergence.
Are Wall Street traders starting to layout A-shares? Unusual bullish bid in the options market for two consecutive days.
① On Monday, over 0.2 million call options for Direxion Daily CSI 300 China A Share Bull 2X Shares (CHAU) were bought; ② The options trading volume of this etf is usually quite low, with daily transactions often only in the hundreds to thousands. Therefore, the sudden emergence of 0.2 million single-day options large trades is extremely rare.
Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
Hong Kong Shares Rise 0.3% Amid Mixed China PMI Data -- Market Talk
Hong Kong stock market morning report on December 2: Funds have inflowed into U.S. stock funds for four consecutive weeks; electric vehicle companies' sales for November have been released.
①President-elect Trump met with Canadian Prime Minister Trudeau. ②The USA plans to impose tariffs of up to 271% on imported cecep solar energy from four Southeast Asian countries. ③Last Friday, the three major stock indexes in the USA collectively rose, with most china concept stocks trending higher. ④USA stocks fund attracted 12.78 billion US dollars, receiving inflows for the fourth consecutive week. ⑤BYD, XPeng Motors, and NIO released their November sales figures.
Tariff risks raise concerns! The three major indices in the Hong Kong stock market show mixed performance, with cryptos concept stocks leading the decline.
What is the reason for the rise of jiangsu lopal tech.? Is there any improvement in short selling in the Hong Kong stock market?
Constant shocks! Tariffs and other geopolitical risks are repeatedly escalating, Hong Kong shipping stocks are responding weakly first.
①How much impact does the continuous impact of geopolitical risks such as tariffs have on the shipping sector? ②Hong Kong-listed shipping stocks first responded weaker, which individual stocks showed unusual movements?
China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.
①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.