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熱點掃描 | 光伏太陽能板塊下挫,信義能源跌超15%

uSMART盈立智投8月2日消息,截止發稿,港股三大指數齊跌,恆生指數跌2.91%,報19573.08點,成交額468.83億;國企指數跌3.23%,報6654.08點,成交額175.27億;紅籌指數跌2.69%,報3567.75點,成交額15.85億。

國家油價下跌,石油股下挫,中國海洋石油跌3.6%,中國石油化工跌超3%,中國石油跌2.75%,因亞洲疲弱的製造業數據等因素令石油需求前景承壓;

光伏太陽能板塊下挫,信義能源跌超15%,協鑫科技、信義玻璃跌超6%,福萊特玻璃、協鑫新能源跌超5%,洛陽玻璃股份跌近5%,信義光能跌近4%,由於中國的市場需求疲弱,供應短缺,導致浮法玻璃售價下降及原材料及能源成本大幅增加,浮法玻璃的毛利率下降,以及因成本增加,令建築玻璃業務毛利率下跌,瑞信下調信義玻璃目標價,此外,今年上半年,信義光能上半年淨利同比減少38%至19.05億港元,高盛、中金、瑞信紛紛下調信義光能目標價;

教育板塊跌幅居前,新東方跌7.14%,新東方在線跌5.62%,天立國際控股跌3.67%。

熱門股

和黃醫藥跌近8%,報18.6港元,總市值160.8億港元,公司上半年收入總額錄得2.02億美元,按年增加28.4%,虧損由去年同期1.02億美元,擴至1.63億美元,每股虧損0.19美元,不派中期息,其中,研發開支爲1.817億美元,同比增長47.6%,增長主要是因爲擴展集團的創新腫瘤候選藥物的研發;

藥明生物股價繼續走弱,現報70港元,跌幅5.15%,總市值2984.5億港元,近5個交易日累計下跌約14%,資料顯示,該股在8月1日遭南下資金淨賣出1.3102億港元,7月27日至8月1日累計淨賣出11.7億港元。

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