《回顾》药明生物、小米及美团列蓝筹升幅榜三甲
新冠疫情、全球央行救市及各国财政政策主导今年股市,恒指成分股亦随全球金融市场波动。全年计52只成分股中有17只上升及35只下跌。药明生物(02269.HK)受惠新冠疫苗研发,位列蓝筹升幅首位,全年累升2.13倍。新经济股表现亮丽,小米(01810.HK)及美团(03690.HK)及各录2.08倍及1.89倍升幅,分别今年蓝筹升幅榜第二及第三位。
国指成分股方面,小米、美团及阿里健康(00241.HK为国指成分股全年升幅榜「三甲」,阿里健康升幅达1.54倍。全年表现最差的恒指及国指成分股,均为中信股份(00267.HK),跌幅分为47.3%。
科网巨擘腾讯(00700.HK)今年股价累升50.2%,阿里巴巴(09988.HK)今年股价累升12.3%,均跑赢恒指同期3.4%的跌幅。今年曾跌穿金融海啸「世纪大供股」供股价的汇控(00005.HK),全年股价则累跌33%。
【受惠疫苗研发 药明生物跑出】
蓝筹股升幅榜首为药明生物,全年股价累升2.13倍。该股於2019年累升97%後,今年延续升势,11月股份一拆三後股价持持续向上,12月下旬股价凸破100元。公司研发新冠抗体治疗料能短期内获审批,券商预期公司新业务策略Win-the-Molecule及跟随药物分子发展阶段扩大业务(Follow-the-Molecule)策略,在不用分配更多业务开发资源下,有助推动更多晚期项目,非新冠项目料可支持长远增长。
蓝筹股升幅榜第二位为小米,全年股价累升2.08倍。该股受新冠疫情拖累,年初升至14元後回落,4月曾失守10元後展开升浪,市场憧憬小米可受惠华为退出旗下荣耀品牌手机业务,其後重返上市价并创新高,至年底升穿30元。市场亦预期小米的海外营运商推出更多新型号,进一步推动海外销售。公司亦预期在新零售模式,将以更高效率增加市占率。
蓝筹股升幅第三位为美团,全年股价累升1.89倍。美团股价年初受累中国新冠疫情影响,至3月跌至70元,较去年底跌三成,其後追随科网股升浪,至11月初曾升至338.2元新高,11月中被确认纳入蓝筹後股价回落。市场关注内地政府针对新经济平台反垄断监管措施的潜在影响。
【小米美团强势 蓝筹升幅榜前列】
国指成分股前列方面,除小米及美团外,阿里健康亦升为升幅三甲之一,全年累升1.54倍。公司药品直销业务的采购成本降低推升毛利率。受惠线上处方药销售政策开放,互联网医疗机构线上诊疗服务获纳入医保基金支付范围,市场看好该股前景。券商认为公司结合阿里巴巴(09988.HK)及天猫电子商务平台的协同优势,加强供应商网络、物流能力和服务范围,有助拓展业务。支付宝建立的数字医疗卡系统与公立医院的积极合作,可引流至阿里健康医药平台。
综合性企业中信股份为跌幅最大蓝筹及国指成分股。此外,中海油(00883.HK)、中国海外(00688.HK)及联通(00762.HK)分别累跌39%至47%,同於蓝筹及国指跌幅榜前列。该三股均为美国制裁对象,股价表现受影响。
【内地倡反垄断 阿里升幅缩水】
腾讯及阿里巴巴今年分别累升50.2%及12.3%,跑赢恒指同期的3.4%跌幅。腾讯受惠疫情导致游戏收入增加所影响,加上阿里巴巴分拆蚂蚁集团上市,原先引发市场提升腾讯金融科技业务估值憧憬,腾讯股价曾升至逾600元水平,但12月股价受科技股回调影响回落。阿里巴巴股价从去年的207.2元,其後因疫情推动电商及蚂蚁集团A+H上市,股价於10月底升至309.4元新高,但11月初蚂蚁上市被中证监叫停,港股上市亦押後,兼且多部门先後约谈阿里及蚂蚁要求整改,令阿里巴巴今年股价升幅「缩水」。
汇控今年受英伦银行要求当地银行暂停派息影响,加上华为事件引发投资者关注其在中国及香港的业务,股价由去年底的60元水平下滑,并在9月下旬跌至27.5元,跌穿2008年金融海啸「世纪大供股」供股价28元,其後英伦银行12月中旗下审慎监管局(PRA)公布批准汇控及渣打等英国银行恢复派发股息及花红,汇控股价回升至40元水平。(fc/w/t)
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