港股午評：三大指數漲跌各異，汽車股集體拉昇，有色金屬股大跌
格隆匯3月1日丨港股上午盤主要指數呈窄幅震盪行情，恆指跌0.08%，國指跌0.01%，恆生科技指數漲0.2%。南下資金半日淨流入18.21億港元，大市成交額為599億港元。
盤面上，大型科技股繼續分化，京東漲近3%，騰訊漲1.8%，網易、快手、阿里巴巴跌超1%；在線教育股反彈領漲，汽車股走強明顯，理想汽車大漲超13%領銜上漲，消費類股普遍上揚，豬肉概念股、啤酒股齊漲；軍工股、電力股、生物科技股、家電股皆現普漲行情。 另一方面，有色金屬股大跌，俄鋁再度跌超14%表現最差，香港銀行股、體育用品股、半導體股普遍走低。
汽車股集體上漲。隔夜美股新能源汽車股集體收漲，帶動港股汽車股今早集體高開上漲。消息面上，理想汽車25日公佈業績顯示，Q4淨利潤2.96億元，同比增174.9%，超市場預期。 另外，中汽協最新發布的2022年中國汽車市場趨勢分析報吿顯示，2022年中國汽車總銷量預計達到2750萬輛，同比增長5%左右。其中，乘用車為2300萬輛，同比增長7%；商用車為450萬輛，同比下降6%；新能源汽車將達到500萬輛，同比增長42%，市場佔有率有望超過18%。
豬肉股普漲，國家將立即啟動中央凍豬肉儲備收儲工作。據國家發改委監測，在2月21日至25日當週，全國平均豬糧比價為4.98比1，進入《完善政府豬肉儲備調節機制，做好豬肉市場保供穩價工作預案》確定的過度下跌一級預警區間。國家發改委將會同有關部門立即啟動中央凍豬肉儲備收儲工作，並指導各地積極收儲。據初步統計，目前北京、江西、湖北、重慶、雲南、陝西、寧夏等地已啟動收儲，其餘地方也將於近期啟動。
業績持續超預期，理想汽車(2015.HK)大漲超13%。理想汽車25日公佈業績顯示，Q4淨利潤2.96億元，同比增長174.9%，超市場預期；同時預計Q1收入88.4億元-94.3億元，同比增147.2%-163.7%。 中信證券最新點評稱，理想汽車業績持續超預期，銷量提升帶動汽車銷售業務毛利率穩中有升，由21Q3的21.1%提升至Q4的22.3%，大單品爆款銷售策略優勢逐漸顯現。
泉峯控股(2285.HK)漲約5%創新高，市值達345億港元。中金予泉峯控股“跑贏行業”評級，目標價81.74港元，較現價有12%左右漲幅空間。三電系統的國產化有望優先為本土企業提供降本空間。由此，該行預計公司份額提升趨勢仍將延續。 此前花旗預期公司收入及利潤3年複合年增長率分別為27%及68%，處於有利地位，能與行業巨頭競爭。
俄鋁(00486.HK)續跌14.4%，暫時關閉烏克蘭Nikolaev地區Nikolaev氧化鋁精煉廠生產。俄鋁在港交所公吿稱，由於黑海及周邊地區不可避免的物流及交通挑戰，不得不暫時關閉位於烏克蘭Nikolaev地區的Nikolaev氧化鋁精煉廠的生產。雖然短期內該地的氧化鋁產量將受到嚴重削減，但不會立即對本集團相關鋁冶煉廠的鋁生產造成更廣泛的影響。本公司正在定期審查氧化鋁的未來需求。
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