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港股午評:指數高開低走,科技股走弱,燃氣板塊領漲

格隆匯3月21日丨港股上午盤指數高開低走,恆指、國指均轉跌0.08%及0.38%,恆生科技指數收平,盤初一度漲超3%。

盤面上,大型科技股多數下跌,百度跌5.56%,美團跌4.1%,快手跌超3%,騰訊跌1%,阿里巴巴、小米小幅上漲;燃氣板塊表現最為活躍,新奧能源、華潤燃氣績後大漲,半導體股、互聯網醫療股、煙草概念股、綠電概念股、家電股普遍走高。 另一方面,餐飲股跌幅居前,餐飲三巨頭海底撈、九毛九、呷哺呷哺均下跌,紙業股、內房股、內險股、濠賭股下跌明顯,中國平安跌超3%。

燃氣板塊逆勢大漲,新奧能源、華潤燃氣領漲。新奧能源去年擁有人應占溢利為人民幣77.55億元,同比增長23.5%;華潤燃氣2021年利潤增長24%,董事會提升股息。

內險股集體低迷。消息面上,中國人民銀行授權全國銀行間同業拆借中心公佈,2022年3月21日貸款市場報價利率(LPR)與上月持平,1年期LPR仍為3.7%,5年期以上LPR仍為4.6%。

再鼎醫藥-SB(9688.HK)4日反彈逾50%,日前獲股東增持2241萬港元。公司於3月15日獲The Capital Group增持77.67萬股,涉資約2241.57萬港元。持股比例由4.25%上升至5.06%。 興業證券此前表示,公司已上市產品在2022年有望實現銷售進一步放量增長,主要動力來自於醫保覆蓋擴大、新適應症獲批、以及公司商業化能力漸長;“授權+自研”的模式將持續擴充公司儲備產品管線,為未來收入持續增長奠定了堅實的基礎。

華潤水泥(1313.HK)跌近7%,成本上升,年度利潤下降13.3%。該公司3月18日盤後發佈財報,公司2021年取得營業額439.63億港元,同比增加9.7%;公司擁有人應占盈利77.67億港元,同比減少13.3%。公吿顯示,期內毛利141.23億元,同比減少9.7%;毛利率減少6.9個百分點至32.1%,主要由於水泥產品生產成本增加。

思摩爾國際(6969.HK)漲7%,4日累計反彈達35%。 公司日前公吿,決定於3月31日或之前刊發財務業績後六個月內,擬動用不超過15億港元的資金,不時在公開市場上購回股份。公司將於3月30日董事會考慮及通過年度業績。 中信證券日前指出,國內外強監管帶來供給格局優化,鞏固公司全球龍頭地位。維持“買入”評級。鑑於電子煙產品顯著的減害性&方便的用户體驗,該行預期後續需求仍有望支撐10%以上行業增速。

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