港股收盘(04.25) | 恒指收涨0.48% 内房股表现强势新东方-S(09901)绩后重挫逾12%

智通财经04-25

智通财经APP获悉，港股三大指数涨跌不一，恒指连续四个交易日反弹，早盘小幅低开后迅速拉升翻红，盘中高见17434点刷新年内新高，随后涨幅收窄，呈震荡调整走势。截止收盘，恒生指数涨0.48%或83.27点，报17284.54点，全日成交额1199.12亿港元；恒生国企指数涨0.33%，报6120.37点；恒生科技指数跌0.54%，报3554.3点。建银国际此前指出，随着1月下旬恒指守稳前期低点（...

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results","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"513600":0.6,"07226":1,"09901":1,"HSI":1,"02833":0.6,"MCHmain":0.6,"HHImain":0.6},"content_text":"智通财经APP获悉，港股三大指数涨跌不一，恒指连续四个交易日反弹，早盘小幅低开后迅速拉升翻红，盘中高见17434点刷新年内新高，随后涨幅收窄，呈震荡调整走势。截止收盘，恒生指数涨0.48%或83.27点，报17284.54点，全日成交额1199.12亿港元；恒生国企指数涨0.33%，报6120.37点；恒生科技指数跌0.54%，报3554.3点。建银国际此前指出，随着1月下旬恒指守稳前期低点（2022年10月低点）后反弹，港股熊市尾声的共识正在形成，2月以来南下资金净买入力度不断增强，外资交易型资金也阶段性回流中港股市，港股韧性不断增强。综合考虑内外环境，预计港股在二季度大致呈现区间震荡的W型走势、前低后高，恒生指数波动区间介于16000-18000点。蓝筹股表现中国海外发展(00688)领涨蓝筹。截至收盘，涨6.26%，报12.9港元，成交额5.06亿港元，贡献恒指4.52点。一季度该公司实现营收365亿元，同比增长14.4%；实现经营利润66.5亿元，剔除汇兑净损益后的经营利润同比增长22.2%。国金证券指，公司销售韧性较强，拿地聚焦核心城市核心区域，安全边际较高，随着高毛利项目逐渐进入结转周期，预计未来业绩有望持续增长。其他蓝筹股方面，石药集团(01093)涨4.82%，报6.52港元，贡献恒指4.23点；中国宏桥(01378)涨3.85%，报10.78港元，贡献恒指1.79点；理想汽车-W(02015)跌3.16%，报93.5港元，拖累恒指6.57点；金沙中国(01928)跌1.41%，报18.2港元，拖累恒指1.16点。热门板块方面盘面上，此前连涨3日的科技股今日有所回调，其中腾讯跌超1%；哔哩哔哩、阿里巴巴、京东则继续上扬；多城推住房“以旧换新”，“白名单”项目顺利推进，内房股表现强势；铝价高位震荡运行，铝业股涨幅居前；医药股、煤炭股、石油股、内险股等均飘红。另一边，教育股显著下挫，利润率短期或承压，新东方绩后跌超12%；东方甄选则跌超9%。此外，汽车股涨跌不一，理想汽车跌超3%，长城汽车、比亚迪股份、吉利汽车均上涨。1. 内房股表现强势。截至收盘，新城发展(01030)涨9.8%，报1.12港元；雅居乐集团(03383)涨9.3%，报0.47港元；富力地产(02777)涨6.41%，报0.83港元；龙湖集团(00960)涨3.7%，报9.8港元。深圳率先启动住房“以旧换新”，目前已有21家中介、13个地产项目参与“换馨家”。据中指研究院统计，现已有超30城表态支持“以旧换新”。徐州、淄博、南京等10余个城市已落地推行这一政策。东吴证券表示，地产企业端和居民端的政策均在稳步推进当中，期待4、5月更多核心城市的地产政策逐步打开，提振市场需求和信心。此外，截至3月末，商业银行对协调机制推送的全部第一批“白名单”项目完成审查，其中审批同意项目数量超过2100个，总金额超过5200亿元。中邮证券认为，目前新房销售延续弱势的部分原因在于居民担忧新房期房无法按时交付，在协调机制的推动下，“白名单”项目资金陆续到位有利于恢复居民购房信心。2. 医药股多数走高。截至收盘，科济药业-B(02171)涨5.54%，报5.33港元；药明合联(02268)涨5.37%，报20港元；加科思-B(01167)涨5.26%，报1.6港元；君实生物(01877)涨5.24%，报10.24港元。2024年美国临床肿瘤学会年会(ASCO 2024) 将于今年五月末召开。工银瑞信基金指出，近期医药投资受到海外事件、美联储降息预期再次延后等多种原因扰动，但考虑到将在二季度举办的美国临床肿瘤学会年会（ASCO）将有大量ADC数据读出，届时将对创新药形成催化，叠加行业本身的政策利好，长期维度来看创新药板块仍值得关注。甬兴证券指出，2023年医保基金运行总体平稳，该行认为随着国家医保局建立覆盖申报、评审、测算、谈判等全流程的创新药支持机制，更多新药好药有望纳入医保，创新药研发相关企业有望受益。东海证券表示，今年以来包括对创新药的明确支持、集采续约条款的持续优化等，行业政策向好态势明显；二季度以后板块整体有望持续转暖向好。3. 铝业股涨幅居前。截至收盘，中国铝业(02600)涨5.87%，报5.23港元；中国宏桥(01378)涨3.85%，报10.78港元。4月24日，现货铝的最新价格为20110元/吨，较2月低点增长7.71%。中信证券认为，短期供给冲击之下显性库存下降验证需求韧性。预计电解铝供给年内虽然仍存增量，但增速将会下移。预计年内国内电解铝行业将呈紧平衡态势，铝价以及吨铝盈利将维持高位。高盛指出，与铜类似，全球铝市场也将从第二季度开始转入持续的供应短缺阶段，今年全球铝市场将出现724万吨供需缺口的预期，这一趋势将支撑伦交所铝价今年年底达2600美元/吨。4. 部分煤炭股亮眼。截至收盘，南戈壁(01878)涨12.79%，报6.26港元；蒙古焦煤(00975)涨6.67%，报9.92港元；兖矿能源(01171)涨2.87%，报17.2港元；中煤能源(01898)涨2.36%，报7.81港元。4月25日盘中，焦煤期货主力合约震荡上行，最高上探至1836.0元。大越期货指出，主流煤企维持正常出货，目前仍以降库存为主。当前下游对原料煤需求尚可，采购仍较为积极，煤矿签单良好，库存多处低位水平，且焦炭二轮全面落地，焦企利润有所好转，对焦煤市场情绪端起到提振作用，支撑部分煤价继续上涨。长城证券也认为，市场情绪将维持向好，焦煤价格或将继续上涨。热门异动股1. 长城汽车(02333)绩后走高，截至收盘，涨5.35%，报11.82港元。长城汽车一季度实现营业总收入约428.6亿元，同比增长47.6%；归属于上市公司股东的净利润约32.28亿元，同比增长1752.55%。2.商汤-W(00020)复牌续涨，截至收盘，涨3.75%，报0.83港元。4月23日，商汤科技于上海临港AIDC举办技术交流日活动，其中公司推出6000亿参数大模型“日日新5.0”，在知识、数学、推理和代码能力方面大幅提升，综合性能全面对标GPT-4Turbo。3.新东方-S(09901)股价重挫，截至收盘，跌12.27%，报62.2港元。交银国际指，2024财年3季度新东方调整后归母净利润1.05亿美元，低于该行预期的1.2亿美元，净利率8.7%，对比去年同期13%，主要受东方甄选扩张、供应链建设及自营品打折拖累。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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港股收盘(04.25) | 恒指收涨0.48% 内房股表现强势 新东方-S(09901)绩后重挫逾12%

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港股收盘(04.25) | 恒指收涨0.48% 内房股表现强势新东方-S(09901)绩后重挫逾12%