港股午評：指數單邊下挫，汽車板塊繼續下跌，內險股表現活躍
格隆匯8月24日丨港股上午盤高開低走，三大指數均呈單邊下跌行情。恆指跌1.33%，國指跌1.39%，恆生科技指數跌2.53%，三者均刷新階段低位。南下資金半日逆勢淨流入13.5億港元，大市成交額縮量至551億港元。
盤面上，大型科技股普遍下跌，快手績後跌近7%，小米、阿里巴巴、美團跌超2%，京東逆勢漲0.54%；汽車板塊延續昨日下跌行情，新能源汽車股領銜，小鵬汽車績後重挫近13%創上市低價；8月中旬水泥市場需求維持疲軟，建材水泥股大跌；鋰電池股、餐飲股、半導體股、軍工股、內房股與物管股齊挫。 另一方面，國際油價上漲，石油股逆勢走強，在線教育股繼續活躍，內險股盤中逆勢拉昇。
板塊方面
石油股逆勢走強，沙特稱OPEC可能減產，國際油價上漲。沙特週一表示，OPEC隨時準備減產，以修正近期因期貨市場流動性差和宏觀經濟擔憂而導致的油價下跌，市場忽略了極其緊張的實貨原油供應情況。昨晚布油升破100美元，WTI原油期貨、布倫特原油期貨均漲超3%。據悉，歐佩克+將很快着手製定2022年後的新協議。
8月中旬水泥市場需求維持疲軟，中國建材領跌板塊。8月中旬，國內水泥市場需求維持疲軟態勢，全國重點地區企業出貨率保持在63%左右。短期看，限電較為嚴重的川渝地區，水泥企業窯磨基本處於全停狀態，範圍又進一步擴大到湖北和湖南，供給端被強制收縮。國海證券認為，下半年，基建投入將持續加大，行業進一步加大錯峯生產力度，水泥量價均有反彈基礎。國泰君安表示，建材企業中報逐步披露，從已經公佈的業績來看，二季度整體建材板塊受到原材料成本大漲及地產需求下行的影響，業績同比均出現不同程度的下滑。
個股方面
小鵬盤中觸及71.8港元，刷新上市以來低位。花旗銀行分析師表示，公司二季度毛利率雖有小幅下降，但考慮到成本及大環境，二季度的毛利表現出較好的防守性，數據高於預期，有望築底。
聯邦制藥放量跌逾9%，中期純利僅增1%，毛利下滑。公司上半年實現收入51.82億元，同比增長9.8%；公司擁有人應占本期溢利6.3億元，同比僅增1.0%。期內，整體毛利率由上年同期的44.4%下滑至43.5%。此前中泰國際稱，維持聯邦制藥“買入”評級，將2022-24E收入預測下調0.2%/4.5%/3.9%，核心業務經調整淨利潤預測下調4%/11.2%/7%。
恆基地產跌4.4%股價創逾9個月新低，上半年股東應占基礎盈利同比減少34%。恆基地產22日公佈截至今年6月底止中期業績，營業額95.06億港元，同比升8.1%。純利47.81億港元，同比跌27%；每股盈利0.99元。派中期息0.5元，同比持平。期內，撇除集團應占投資物業及發展中投資物業公允價值虧損3.56億港元，基礎盈利為51.37億港元，同比下跌34.2%，每股基礎盈利1.06港元。基礎盈利減少主要由於去年同期因美麗華酒店企業於去年4月14日成為集團之附屬，集團以公允價值合併美麗華之資產及負債，產生應占收益18.89億港元所致。
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