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港股收評:恒科指升0.14%本月大升超14%,半導體板塊全天領升

港股午後再度衝高,三大指數臨近尾盤又現回落行情,截止收盤,恒指、國指分別收跌0.15%及0.19%,恒生科技指數升0.14%。2月收官,恒科指大升逾14%領銜反彈,恒指升6.6%。

盤面上,大型科技股升跌不一,美團升近2%,小米升1%,百度績後跌6.6%,京東跌超2%;芯片業存在缺水隱患!標普警吿或會擾亂供應鏈並抬高芯片價格,半導體板塊全天領升,龍頭股中芯國際一度升超8%;碳酸鋰期貨合約大升,鋰電池股升幅亮眼,中航創新、贛鋒鋰業升幅居前;教育股、體育用品股、餐飲股、汽車股表現活躍。

另一方面,煤炭股、紙業股午後跌幅進一步加大,玖龍紙業放量跌4.5%,電信股持續回調,三大運營商齊跌,石油股、電力股、內房股多數表現萎靡。

具體來看:

新能源物料股大升,信義光能升超24%,億華通升超16%,福萊特玻璃、新特能源等跟升。

半導體板塊升幅居前,上海復旦升超10%,中電華大科技升超6%,中芯國際、華虹半導體、宏光半導體跟升。

華金證券指出,半導體行業在經歷了2022、2023年的去庫存週期後,銷售額有望在2024年迎來複蘇。邏輯芯片市場空間巨大,國產廠商具有巨大的替代空間。AI技術的快速發展催生了算力需求的快速提升,為國內外算力產業鏈帶來了巨大的發展機遇。

鋰電股集體走強,中創新航大升超13%,贛鋒鋰業升超9%,天能動力升超8%,天齊鋰業、比亞迪電子跟升。

軍工股走高,中國航天萬源升超6%,中國船務升超5%,中航科工跟升。

消息面上,近日中央財經委會議強調“推進新一輪大規模設備更新和消費品以舊換新”。會議指出,要推動各類生產設備、服務設備更新和技術改造。國金證券指出,服務設備建議關注鐵路裝備、船舶等。

教育股表現活躍,青島控股升超21%,向中國際升超10%,思考樂教育、東方甄選升超6%。

煤炭股回調,南戈壁、久泰邦達能源跌超6%,綠嶺控股跌超4%,金馬能源、中國神華跟跌。

消息面上,全國碳排放權交易市場首次擴圍已被提上日程。近日,全國政協常委、中國工程院院士王金南院士在香港科技論壇上表示,擴大全國碳市場覆蓋行業的類型,將增加減排成本差異性,提高交易空間。

酒精飲料股走低,百威亞太跌超6%,新絲路文旅、通天酒業、青島啤酒跟跌。

個股異動

信義光能大幅拉昇升超24%,收報4.76港元,總市值423.79億港元。該公司昨日盤後公吿,2023年實現營收266.3億港元,同比增長29.6%;實現歸母淨利潤41.9億港元,同比增長9.6%,略超預期。公司宣佈將於8月7日向股東派發每股0.15港元的末期股息。國金證券點評稱,公司2024年有望實現快於行業增速的出貨增速,推動市佔率提升,持續鞏固龍頭地位。

今日,南向資金淨買入13.68億港元,其中港股通(滬)淨買入14.84億港元,港股通(深)淨賣出1.16億港元。

展望後市,中信證券研究報吿稱,臨近港股2023年業績披露時間,港股2023全年業績預測(媒體一致預期)再度小幅下調。分行業來看,除電訊行業外盈利增速預測悉數下修;而從業績快報與預報來看,已披露的個股預喜佔比僅16.7%,預警佔比達78.3%,需關注港股2023年年報不及市場預期的風險。2024年的業績預期來看,當前市場預計港股加權指數的業績增速將放緩,不過市場整體業績預測增速仍小幅提升;收入端則有望改善。行業來看,建議關注港股順週期行業盈利增速轉正,以及地產與消費行業業績進一步提速的預期。

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