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熱點掃描 | 國標落地,菸草概念股持續走強

uSMART盈立智投4月14日消息,截止發稿,港股三大指數齊漲,恆生指數上漲0.4%,報21460.33點,成交額451.2億;國企指數上漲0.71%,報7368.40,成交額160.85億;紅籌指數上漲1.02%,報4095.71點,成交額21.92億。

菸草概念股漲幅居前,思摩爾國際漲超11%,中國波頓漲逾4%,華寶國際上漲3.52%,中煙香港、比亞迪電子跟漲;

汽車股拉昇,小鵬汽車漲超6%,蔚來、廣汽集團、吉利汽車、理想汽車漲超4%,

特斯拉概念股上揚,億合控股漲超10%,福耀玻璃漲逾5%,耐世特、雅迪控股、力勁科技跟漲;

食品股走強,周黑鴨漲超6%,康師傅控股漲4%,中糧家佳康、維他奶國際、統一企業紛紛上漲;

航空股普漲,美蘭空港漲近6%,中國南方航空、中國國航漲超4%,北京首都機場股份漲逾3%;

熱門股

海吉亞醫療大幅拉昇漲近12%,報35.65港元,總市值218.6億港元。中信建投指出,公司爲民營腫瘤醫療服務龍頭,自建+併購推動牀位數和業績高增長。隨着公司二期項目和自建醫院陸續完工,預計到2023年底,公司可開放牀位數量有望增長到一萬多張。另外,2020年我國腫瘤醫療服務市場規模約爲4000億元,該行預計2020-2025年複合增速約爲11.5%。首予其“買入”評級;

太平洋航運漲近10%,現報4.66港元,美銀證券發佈研究報告稱,維持太平洋航運“買入”評級,考慮其今年上半年交易更新較預期好,將2022-24年純利預測平均上調8000萬美元,目標價由6.7港元上調至7港元。報告中稱,公司受惠於強勁小型貨物需求、良好展望等,認爲公司今年上半年將會踏上軌道。該行認爲,更廣泛的幹散貨上升週期步入正軌,但承認俄烏衝突、疫情及宏觀環境等因素影響,會令該行預測按半年運費率會低於一般平常季節性的水平;

昨日大漲9.5%的鷹普精密再度拉昇漲超7%,現報2.36港元創5個月新高。日前公司擬斥資約人民幣5.52億收購液壓閥類產品業務。於收購事項完成後,其業績將於集團財務報表綜合入賬。據悉,液壓行業乃集團作爲長期專注的重要終端市場,爲集團其中一個未來戰略發展方向;

時代電氣漲近4%,報25.3港元,該公司昨日發佈公告,爲提升公司在全國第三代半導體產業的影響力,佔領第三代半導體產業高地,中車時代半導體(系公司控股子公司)經過充分調研和論證,擬在公司已經建成SiC芯片線的基礎上,進行碳化硅芯片生產線技術能力提升建設項目。中車時代半導體擬投資4.616億元人民幣(最終投資金額以實際投資金額爲準)實施碳化硅芯片生產線技術能力提升建設項目。

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