港股收盘(04.29) | 恒指收涨0.16%险守两万二消费股多数走高药明康德(02359)绩后涨超4%

智通财经2025-04-29

智通财经APP获悉，港股早盘冲高回落，恒指午后一度转跌，最终险守两万二大关。截止收盘，恒生指数涨0.16%或36.15点，报22008.11点，全日成交额1776.58亿港元；恒生国企指数跌0.15%，报8067.94点；恒生科技指数涨0.62%，报5019.73点。华泰证券指出，坚定看好港股相对收益表现，原因是：产业上，市场中业绩与关税敏感性较高的出口链及中游制造企业市值占比较低；科技企业盈利...

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Most consumer stocks rose. WuXi AppTec (02359) rose more than 4% after results.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"513600":0.6,"603259":1,"MCHmain":0.6,"02150":0.9,"02359":1,"HHImain":0.6,"HSCEI":1,"HSTECH":1,"09863":0.9,"HSI":1,"YANG":1,"01318":0.9,"02833":0.6},"content_text":"智通财经APP获悉，港股早盘冲高回落，恒指午后一度转跌，最终险守两万二大关。截止收盘，恒生指数涨0.16%或36.15点，报22008.11点，全日成交额1776.58亿港元；恒生国企指数跌0.15%，报8067.94点；恒生科技指数涨0.62%，报5019.73点。华泰证券指出，坚定看好港股相对收益表现，原因是：产业上，市场中业绩与关税敏感性较高的出口链及中游制造企业市值占比较低；科技企业盈利表现或将持续支持港股行情演绎；外部扰动下，市场或对内需政策存在预期。蓝筹股表现药明康德(02359)绩后走高。截至收盘，涨4.21%，报60.65港元，成交额7.93亿港元，贡献恒指1.39点。药明康德一季度实现营业收入约96.55亿元，同比增长20.96%；归母净利润约36.72亿元，同比增长89.06%。公司目前维持年初制定的全年业绩指引，预计2025年持续经营业务收入将实现10-15%的双位数增长。其他蓝筹股方面，阿里健康(00241)涨7.16%，报4.94港元，贡献恒指3.46点；吉利汽车(00175)涨4.18%，报16.46港元，贡献恒指6.61点；创科实业(00669)跌2.35%，报76.95港元，拖累恒指4.49点；中海油(00883)跌1.53%，报16.74港元，拖累恒指6.69点。热门板块方面盘面上，大型科技股多数上扬，美团涨2.88%，京东涨1.9%，腾讯则跌超1%。消费股走势强劲，毛戈平大涨近9%；沪上阿姨认购火爆带动茶饮股走高，奈雪的茶涨超8%，古茗续创新高；报道称特朗普拟调整汽车关税政策，汽车股多数走高，零跑汽车涨超8%；互联网医疗今日早盘冲高，阿里健康收涨超7%领衔；医药股、芯片股等表现活跃。另一边，啤酒股、石油股、基建股等跌幅居前。1. 消费股走势强劲。截至收盘，毛戈平(01318)涨8.92%，报108.7港元；呷哺呷哺(00520)涨7.25%，报0.74港元；奈雪的茶(02150)涨8.16%，报1.06港元；上美股份(02145)涨7.88%，报70.5港元；老铺黄金(06181)涨6.59%，报760港元。国信证券指出，本轮新消费应以“新质消费”来理解，这些品牌逆势破局的关键点在于对新的消费需求洞察后，从品质、情绪价值和实用痛点三个维度实现了产品的升级创新，从而带动了品牌溢价的逆势提升。再依托兴趣电商、内容营销等杠杆工具，实现了指数级的爆发。值得一提的是，现制茶饮品牌沪上阿姨4月28日起正式开启招股，全球发行241.13 万股，每股招股价95.57至113.12港元。截至下午4点半左右，沪上阿姨孖展额已增至 102.98亿元，孖展倍数达377.51倍。国金证券表示，近期头部茶饮企业陆续上市，行业竞争加剧背景下，看好低价格带格局稳定赛道，以及中价格带产品性价比高供应链扎实的企业；建议关注茶饮赛道投资机会。2. 部分汽车股走高。截至收盘，零跑汽车(09863)涨8.08%，报54.85港元；蔚来-SW(09866)涨4.91%，报33.15港元；吉利汽车(00175)涨4.18%，报16.46港元；理想汽车-W(02015)涨1.95%，报94.25港元。据报道，美国总统特朗普将在当地时间4月29日采取措施，以降低其汽车关税所带来的冲击。具体措施包括：对在本土制造汽车所用的部分进口零部件减免关税，同时避免对海外生产的整车出现叠加征收关税的情况。另，据国元证券研报，4月下半月汽车销量优于上半月。与上半月相比，进入4月下半月后乘用车与新能源汽车销量同比增速扩大，环比上月负增长收窄，行业进入月底发力期。批发仍然保持高增速，新能源渗透率达到53.3%。另外，零跑汽车公告显示，零跑汽车创始人、董事长兼CEO朱江明先生及一致行动人傅利泉夫妇在今年4月持续增持，本次增持达680.96万股、金额超3亿港元。本次增持是在去年3亿港币增持的基础上再一次增持。此外，零跑汽车近日宣布加快B系列产品布局，B系列第二款车型B01将于6月正式开启预售。3. 生物医药股表现亮眼。截至收盘，云顶新耀-B(01952)涨9.75%，报48.95港元；乐普生物-B(02157)涨8.49%，报4.6港元；歌礼制药-B(01672)涨8.09%，报6.68港元；药明康德(02359)涨4.21%，报60.65港元。国金证券研报指出，美国癌症研究协会（AACR）年会正在召开，5月美国临床肿瘤学会（ASCO）年会即将举办，持续关注中国创新药企业临床数据口头报告和壁报内容，可能进一步催化创新药板块行情。该行持续看好创新药板块贯穿全年的成长行情，其中学术会议数据披露和对外授权BD进展可能是最大的催化因素，当前时点尤其建议把握生物科技龙头重磅数据公布机会，以及仿创结合龙头的管线价值重估机会。热门异动股1. 耀才证券金融(01428)继续攀升。截至收盘，涨31.53%，报7.3港元。4月25日，耀才证券发布公告称，蚂蚁集团全资子公司上海云进计划以3.28港元/股的价格，收购耀才证券控股股东新长明控股持有的50.55%公司股份，总对价约为28.14亿港元。东吴证券认为，此次收购是蚂蚁财富深化金融科技布局的关键一步，通过控股香港本土券商实现牌照获取与市场渗透。2. 地平线机器人-W(09660)明显走高。截至收盘，涨13.71%，报6.47港元。招银国际指出，展望未来，该行预计2027年公司收入将达到人民币84亿元，2024-2027年年复合增长率为52.2%，主要驱动因素包括：1）ADAS/AD渗透率提升带动整体市场规模扩大，2）更先进自动驾驶技术的加速采用及平均售价（ASP）提升，以及3）出货量增长推动市占率提升。3. 汇丰控股(00005)温和上扬。截至收盘，涨3.03%，报88.35港元。汇丰控股发布2025年第⼀季盈利，按列账基准业绩，收入176.49亿美元，同比减少14.95%；净利息收益83.02亿美元，同比减少4.06%;除税后利润75.7亿美元，同比减少30.15%。公司现拟展开最多达30亿美元的股份回购，预计将于2025年5⽉2⽇股东周年⼤会结束后不久展开，并于发表2025年中期业绩前完成。4. 青岛啤酒股份(00168)绩后走低。截至收盘，跌4.07%，报54.25港元。青岛啤酒股份公布2025年第一季度业绩，营业收入约104.455亿元，同比增长2.91%；归属于上市公司股东的净利润约17.1亿元，同比增长7.08%。期内，公司累计实现产品销量226.1万千升，其中：主品牌青岛啤酒实现产品销量 137.5万千升，同比增长4.1%；中高端以上产品实现销量101.1万千升，同比增长5.3%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2531272503","isCrawlerRequest":true}

港股收盘(04.29) | 恒指收涨0.16%险守两万二 消费股多数走高 药明康德(02359)绩后涨超4%

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港股收盘(04.29) | 恒指收涨0.16%险守两万二消费股多数走高药明康德(02359)绩后涨超4%