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港股午評:三大指數齊反彈 科指一度升2.5% 科技股領升大市

格隆匯1月11日丨連續下跌創階段新低的港股終見反彈,上午盤主要指數全線拉升,恒生科技指數一度升至2.5%,午間收升1.83%,恒指、國指均上升1.5%,三者止步連跌行情。

盤面上, 大型科技股走勢較好帶動市場回升,美團升近4%,阿里巴巴、騰訊升超2%,京東、百度等皆上升;中金預計2024年新能源車滲透率或將達46%,汽車股集體反彈,長城汽車、比亞迪股份升超3%;紅海局勢緊張,港口及海運股止跌回升,鋰電池股、特斯拉概念股、手遊股、重型機械股紛紛上升。 另一方面,富瑞預期博彩股將繼續跑輸大市,濠賭股跌幅明顯,煤炭股、餐飲股、電力股部分走低,昨日創階段新高的華電國際電力回調逾3%。市場再現閃崩個股,細價股飛揚集團斷崖式跳水,暴跌近82%。

板塊方面

汽車股集體反彈,華晨中國創階段新高。中金公司研報指出,預計2024年乘用車上牌/批發2227/2642萬輛,同比+3.6%/+4.7%;出口突破540萬輛,同比+35%。我們預測,2024年新能源車滲透率或將達46%,銷量增速+36%。頭部品牌集中度提升,自主份額再創新高,燃油車市場萎縮,面臨更大降價壓力。長期看,競爭將集中在規模、技術和工藝創新,同時考驗數據優勢和運營效率,淘汰賽已然來到。

濠賭股逆勢下跌,富瑞預期博彩股將繼續跑輸大市。消息面上,富瑞近日研報指出,該行上週曾到澳門實地考察,發現賭廳及購物中心相對平靜,但餐廳較為繁忙,符合傳統的節後放緩情況。該行提及,儘管澳門博彩業基本因素及盈利持續復甦,但關注到中國宏觀經濟及海外旅遊潛在負面影響的不利因素。該行預期博彩股將繼續跑輸大市。該行引述業內人士估計,博彩收入將小幅放緩至每日5.4億至5.9億澳門元,全月博彩收入約達174億至185億澳門元。如以中位數計,即相當於2019年1月份水平的71%,與去年下半年趨勢一致。

個股方面

美團一度大升6%,回購+KeeTa在港市佔率升至37%。消息面上,美團1月10日耗資約4億港元回購562.9萬股。另外,美團香港業務KeeTa 12月份市佔升至37%,第一名Foodpanda為42%,第三名Deliveroo市佔為20%。 據瞭解,KeeTa與競爭對手在整體市佔上的差距,主要來自競對的自提和生鮮配送服務,KeeTa暫未提供類似服務。這些服務佔其兩個競爭對手總訂單的三分之一以上。瑞銀分析師表示,美團旗下外賣平台KeeTa在香港以及可能其他地方對歐洲外賣平台Delivery Hero和Deliveroo構成嚴重威脅。

萬洲國際盤中升超4%續刷階段新高。國投證券研報表示,從生豬及白雞週期角度分析,目前二者均處於降產能的階段,豬雞價格處於低位,判斷生豬週期將於2024年H2迎來反轉,白雞週期將於2024年Q1迎來反轉。

飛揚集團斷崖式跳水,暴跌近82%。飛揚集團曾於2023年5月份公佈擬向Radiant Goldstone(新華同方)受讓瑞金國際資產管理有限公司(瑞金國際)60%的股權,總代價擬不超過9000萬港元。飛揚集團昨晚公吿,仍在與Radiant Goldstone磋商建議交易的條款及已經啟動對目標公司的盡職審查及估值評估。

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