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港股午評:恒指升0.58% 恒瑞醫藥首日上市大升30%帶動創新藥走強 比亞迪股價創新高

港股三大指數早盤震盪走高,恒科指、國指一度升超1%。截至午間收盤,恒生指數升0.58%、國企指數升0.75%、恒生科技指數升0.61%。

個股方面:

恒瑞醫藥、Mirxes兩隻新股今日登陸港交所

“A+H藥企龍頭”恒瑞醫藥、“新加坡微小核糖核酸技術公司”Mirxes兩隻新股今日登陸港交所,均一度大升超37%;恒瑞醫藥午間收升30.87%市值站上3800億港元,Mirxes半日升27.9%。

恒瑞醫藥此次港股IPO定價44.05港元/股,為發行價區間的最高端,共計發行2.245億股,募集約99億港元資金,成為近五年港股醫藥板塊最大IPO。分析人士指出,本次港股上市不僅拓寬公司融資渠道,更推動資本市場對恒瑞的“價值再發現”。

中國衞生集團復牌飆升157.14% 折讓28.6%配股引入新投資者

公司公佈,嚮應偉旗下Ample Colour、應偉女兒應任斯旗下Perfect Link及鄔琳玲共發行7億股新股,佔擴大後股本約52.3%,每股作價0.1港元,較停牌前收市價0.14港元折讓約28.6%。同時,公司按每10股供3股的基準發行供股股份,每股作價0.1港元,籌集總金額介乎約1470萬至1500萬港元。認購事項及供股估計所得款項總額約為8470萬港元,淨集資約8090萬港元,擬將當中約6530萬港元用於償付應付款項(包括債務及貸款等),約1560萬港元用作營運資金。

比亞迪升近4%股價創歷史新高 公司在歐洲的電動汽車銷量首次超越特斯拉

根據市場研究公司Jato Dynamics的數據,比亞迪4月新增電動汽車登記銷量7,231輛。與去年同期相比,增長了169%,使比亞迪躋身電動汽車銷量前十大品牌之列。特斯拉的登記銷量則大跌49%,排名倒退一位。若將插電式混合動力車納入統計,比亞迪相比特斯拉的銷量優勢更為明顯。Jato數據顯示,這家中國車企的總銷量躍升了359%。在全球範圍內,比亞迪已超越特斯拉,成為全球最大的電動汽車製造商。

擬改名為大麥娛樂 阿里影業繼續上升11.27% 本週已升近60%

花旗發報吿指,阿里影業2025財年業績會議最大的啟示是公司明確展示了未來2至3年電影投資的紀律性,在2026財政年度整體員工保持穩定的情況下,主動將人力資源分配到大麥/IP商品銷售,以實現利潤增長。報吿指,阿里影業旗下大麥2025財年穩健增長,提醒投資者線下娛樂市場的堅韌和公司穩固的市場支配地位;儘管2025財年的增長強於預期,該行認為其IP商品潛力尚未完全釋放,Chiikawa和蠟筆小新將在2026財年帶來新的貢獻。該行對其目標價由0.75港元上調至0.92港元,重申“買入”評級。

板塊方面:

港股創新藥板塊爆發 綠葉製藥、康龍化成升超7%

從醫藥板塊24年報&25Q1的業績來看,創新藥產業鏈表現顯著,進入創新藥兑現期,業績快速增長,創新藥盈利拐點已至。如恒瑞醫藥由於創新藥收入快速增加,Q1收入同比增加20.1%,股東淨利潤同比增加37.6%。國際化創新藥龍頭百濟神州25Q1已實現季度盈利。從產業催化劑來看,5月ASCO會議將至,多家創新藥公司將在ASCO披露重磅數據,諸多國內創新藥企有望迎來催化。醫藥板塊經過4年調整,今年以來底部反轉趨勢凸顯,創新藥持續有催化兑現。國元證券認為,目前我國創新藥進入成果兑現階段,研發進展催化較多,且不受貿易戰影響,有望持續作為2025年醫藥板塊投資主線。

傳特朗普籤行政令推動核電發展 核電股走強 中廣核礦業升近6%

有媒體援引四位知情人士稱,美國總統特朗普將於週五(23日)簽署行政命令,旨在透過簡化新反應器審批監管程序和加強燃料供應鏈來推動核能產業的發展。

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