小智港股覆盤 | 3月23日
今日，港股三大指數集體上漲。截止收盤，恆生指數漲1.21%，報22154點。國企指數漲1.28%，報7635點。恆生科技指數大漲2.05%，報4749點。市場約1045只個股上漲，725只個股下跌。成交額突破1773.37億港幣，和昨天同期相比增長26.38%。南下資金淨流入45.6億港幣。
盤面上，CRO板塊全線走強。奧星生命科技漲超19%；康龍化成、藥明生物、藥明康德等多股漲超11%；泰格醫藥漲超9%。藥明生物2021年純利增長100.6%至33.885億元，綜合項目增長43.7%至480個；藥明康德17.6萬股限制性A股將解除限售並於3月23日上市流通；泰格醫藥3月28日舉行董事會會議審批年度業績。
媒體板塊暴漲。京基智慧文化漲超34%；天泓文創、BC科技集團等多股漲超11%；大地國際集團漲超9%；閱文集團漲超8%。天泓文創預期2021年度取得純利不少於300萬元；BC科技集團3月29日舉行董事會會議審批年度業績；閱文集團(0772.HK)高開逾5%，扭虧爲盈18.47億元，在線業務MAU創新高達2.486億。
娛樂板塊集體拉昇。指尖悅動漲超112%；飛魚科技漲超20%；橙天嘉禾、家鄉互動等多股漲超17%；永勤集團控股漲超12%。指尖悅動3月30日董事會考慮及批準年度業績；橙天嘉禾3月29日董事會考慮及審批年度業績；家鄉互動將於3月28日舉行董事會會議以審批年度業績。
能源設備板塊跌幅居前。達力普控股跌超13%；惠生工程跌超5%；中海油田服務跌超3%；中石化油服、TBKS HLDGS等多股跌超1%。達力普控股去年虧轉盈賺8,294萬元人民幣，派末期息3港仙；惠生工程3月28日董事會考慮及批準年度業績；美銀證券上調中海油服目標價至9.2元，評級「買入」。
電力板塊走低。中廣核新能源跌超7%；華能國際電力股份跌超6%；江山控股跌超4%；華潤電力、中國電力等多股跌超3%。中廣核新能源全年純利1.85億美元升14%，末期息0.86美仙；計提資產減值準備，華能國際電力股份減少中國準則下2021年度公司合併層利潤總額1.93億元；江山控股發盈警，預期2021年度虧損淨額約8.5億元至9.4億元；華潤電力高開逾6%，2021年度股東應佔利潤15.93億港元；大和維持中國電力的“買入”評級，指其5.16億元的淨虧損符合盈利預警。
服裝紡織板塊走低。森浩集團跌超15%；安踏體育跌超7%；周生生、金陽新能源、包浩斯國際等多股跌超5%。安踏體育全年淨溢利77.2億元，同比增長49.55%，營收同比增長38.91%(更新)；周生生全年純利6.43億元增18%，末期息派28仙；金陽新能源將於3月30日舉行董事會會議以審批年度業績。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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