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小智港股覆盤 | 1月4日

今日,港股三大指數漲跌互現。截止收盤,恆生指數漲0.06%,報23289點。國企指數跌0.11%,報8180點。恆生科技指數跌1.04%,報5581點。市場約794只個股上漲,917只個股下跌。成交額突破1183.13億港幣,和昨天同期相比增長69.06%。南下資金淨流出15.75億港幣。

領跌板塊

盤面上,建築建材板塊集體拉昇。中國宏光漲超25%;中國聯塑漲超7%;遠大中國、世界(集團)等多股漲超2%。中國聯塑升近9%,基建有望迎“開門紅”,公司毛利率料保持韌性。

板塊行情

航空板塊跟隨走強。中國東方航空股份、國泰航空、中國南方航空股份等多股漲超2%

板塊行情

航天國防板塊走高。中航科工漲超2%

板塊行情

電力板塊全線走低。華潤電力跌超11%;中國電力跌超9%;大唐發電、華能國際電力股份、華電國際電力股份等多股跌超8%。大和昇華潤電力目標價42.9%至30港元,維持“跑贏大市”評級;中國電力廣西最大新能源項目羣開工建設,料2023年底前全容量投產;大唐發電擬5.66億元投建衡水故城100MW農光互補項目;華能國際電力股份擬出資約1.2億元與華能財資設立曹妃甸清能公司。

板塊行情

菸草板塊全線走低。思摩爾國際跌超5%

板塊行情

CRO板塊集體下挫。昭衍新藥跌超12%;奧星生命科技跌超11%;藥明康德跌超6%;藥明生物跌超4%;康龍化成跌超3%。昭衍新藥遭摩根大通減持32.81萬股;小摩減持藥明康德138.398萬股,每股作價約132.78港元;藥明生物12月30日斥4億港元回購448.9萬股;貝萊德增持康龍化成8.97萬股,每股作價約121.21港元。

板塊行情

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