輪證日報|半導體集體大漲,中芯牛證漲50%
今日市場短評
港股主要指數衝高回落,恆指跌0.43%,國指跌0.18%,恆生科技指數跌0.45%。盤面上,電力股、傢俱股、阿裏概念股漲幅居前,手遊股、電商股、元宇宙概念股全天走低。個股方面,華潤電力收漲4.94%,中芯國際收漲3.96%,融創服務收漲5.49%,碧桂園收漲4.94%,次新股德盈控股收跌9.21%,衆安在線收跌6.32%。
窩輪(認股證)焦點
華潤電力(00836)
潤電認購證(25405)到期日:2022年2月
槓桿:7.2倍
大和:華潤電力上月風電售電量同比升66.9% 重申“跑贏大市”評級
大和發佈研究報告稱,重申華潤電力“跑贏大市”評級,去年12月風電場期內售電量同比升66.9%,增幅顯著,受惠於產能提升等所帶動。此外,去年12月附屬電廠售電量約1751.7萬兆瓦時,同比下降0.1%,相信是受火電廠期內售電量同比跌8.9%所拖累。
牛熊證焦點
中芯國際(00981)
中芯牛證(68951)到期日:2022年10月
回收價:18槓桿:7.19倍
半導體領漲
中芯國際:預計今年銷售收入較上年增長39%
中芯國際在互動平臺表示,在今年生產經營面臨巨大挑戰的情況下,公司聚焦保障生產連續性和持續產能擴充兩大重點,重新梳理供應鏈,想方設法,優化採購流程、加快供應商驗證、提高生產規劃和工程管理。今年銷售收入較上年預計增長39%。
衍生品資金流入/流出


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