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港股午評:恆生科技指數漲超1%,教育、生物醫藥股大漲

三大指數連跌三天後回升,恆指午間收漲0.69%報23682點,成交額657億港元,國指漲0.66%,恆生科技指數1.3%,南下資金淨買入9.1億港元。科技股普漲,美團漲5.6%,京東、舜宇光學漲逾2%,快手、中芯國際、嗶哩嗶哩漲1%。

行業板塊多數上漲,教育部強調推動職業教育數字化升級,教育股普遍上漲,希望教育漲近6%;電力設備股大漲,東方電氣漲6%;生物醫藥股強勢,榮昌生物-B漲約7%;半導體股大漲,上海復旦漲7%;軟件開發股大漲靠前,商湯漲近7%。煤炭股逆勢大跌,兗礦能源跌5%;黃金、互聯網醫療、燃氣股跌幅靠前。

半導體板塊大漲,上海復旦漲7%。根據IC Insights一月份半導體行業速報,隨着2021年經濟反彈,全球收入增長25%,預計2022年的半導體總銷售額將再增長11%,達到6806億美元的新紀錄。全球集成電路收入預計將在2022年增長11%,達到5651億美元的歷史新高。而半導體市場的其餘部分預計將增長11%,達到1155 億美元新紀錄,包括光電子器件、傳感器/執行器和分立器件(統稱為OSD器件)。

教育股強勢,中教控股漲6%。在今日教育部舉行的新聞發佈會上,教育部職業教育與成人教育司司長陳子季表示,將建設職業教育數字化“1+5”體系,即職業教育決策大腦系統和決策支持中心、專業教學資源中心、精品在線開放課程中心、虛擬仿真實習實訓中心、職業學校治理能力提升中心,以數字化轉型整體驅動教學模式和治理方式變革。

光伏股活躍,洛陽玻璃漲近6%。中國光伏行業協會名譽理事長王勃華23日表示,在巨大國內光伏發電項目儲備量推動下,2022年新增光伏裝機規模或將增至75GW以上,大約在75-90GW左右。另外,預計2022-2025年,我國年均新增光伏裝機將達到83-99GW。

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