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小智港股覆盤 | 10月28日

今日,港股三大指數漲跌互現。截止收盤,恆生指數跌0.28%,報25555點。國企指數跌0.45%,報9052點。恆生科技指數漲0.06%,報6445點。市場約605只個股上漲,1082只個股下跌。成交額突破1293.11億港幣,和昨天同期相比增長7.14%。南下資金淨流出7.92億港幣。

領跌板塊

盤面上,飲料板塊集體拉昇。百威亞太漲超8%;王朝酒業、青島啤酒股份、華潤啤酒等多股漲超3%;香港生力啤漲超1%。百威亞太第三季正常化溢利3.52億美元,按年升10%;王朝酒業目標未來3年實現年銷售額逾10億人幣;大摩相信潤啤未來60天股價將上升,料行業潛在加價成催化劑。

板塊行情

個人用品板塊跟隨走強。L'OCCITANE漲超5%;順騰國際控股漲超3%;中國金典集團、訓修實業等多股漲超1%。L’OCCITANE2022財年上半年銷售淨額增至7.251億歐元。

板塊行情

專業服務板塊走高。WAC HOLDINGS漲超33%;星亞控股漲超5%;思城控股漲超3%;今海國際漲超2%;人瑞人才漲超1%。星亞控股截至7月底止全年度虧損擴大至逾134萬新加坡元。

板塊行情

有色金屬和鋼鐵板塊多數下跌。洛陽鉬業、西王特鋼、俄鋁等多股跌超7%;新疆新鑫礦業跌超6%;中國鋁業跌超5%。洛陽鉬業前三季度淨利潤35.58億元,同比增長121.07%;俄鋁第三季度鋁銷量下降11.8%至91.5萬噸;花旗重申金風科技“買入”評級,中國鋁業獲瑞信看高至7.6港元。

板塊行情

化學制品板塊跌幅居前。中海石油化學跌超12%;理文化工跌超6%;中國三江化工、上海石油化工股份等多股跌超5%;中國心連心化肥跌超4%。理文化工高開12.64%,擬投建高端氟聚合物及鋰電池新材料項目;上海石油化工股份前三季度淨利潤19.65億元,同比扭虧爲盈。

板塊行情

醫療服務板塊走低。錦欣生殖跌超7%;恆智控股、德視佳等多股跌超6%;諾輝健康-B、REPUBLIC HC等多股跌超4%。諾輝健康-B獲美國資本集團增持165.9萬股。

板塊行情

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