小智港股覆盤 | 1月3日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌0.53%，報23274點。國企指數跌0.58%，報8188點。恆生科技指數跌0.54%，報5640點。市場約821只個股上漲，901只個股下跌。成交額突破699.81億港幣，和昨天同期相比增長21.45%。
盤面上，海運板塊全線走強。永豐集團控股漲超17%；中遠海控漲超6%；海豐國際、東方海外國際等多股漲超5%；太平洋航運漲超4%。永豐集團控股獲Ever Winning Investment Company Limited增持124萬股；大摩：上海出口集裝箱運價指數近周升1.8%，料對中遠海控影響正面；太平洋航運遭執行董事唐寶麟減持150萬股。
電力板塊表現強勁。大唐新能源漲超10%；北控清潔能源集團漲超9%；華能國際電力股份、京能清潔能源等多股漲超6%；華電國際電力股份漲超5%。大和升大唐新能源目標價61.5%至4.2港元，維持“買入”評級；華能國際電力股份擬出資約1.2億元與華能財資設立曹妃甸清能公司；京能清潔能源啓動建設風光發電制氫項目及風能發電項目，總投資額約70億元。
製藥板塊漲幅較前。培力農本方漲超38%；華潤醫藥漲超31%；中國中藥漲超20%；雅各臣科研製藥漲超14%；福森藥業漲超10%。華潤醫藥旗下博雅生物A靜注入免疫球蛋白(10%)臨牀申請獲批；大摩稱中國中藥短期估值具吸引力，固生堂獲中信證券看高至46港元；雅各臣科研製藥獲Queenshill Development Limited增持90萬股；福森藥業12月28日耗資31.56萬港元回購25.1萬股。
菸草板塊全線走低。思摩爾國際跌超6%。
CRO板塊全線走低。金斯瑞生物科技、泰格醫藥、藥明康德等多股跌超7%；昭衍新藥跌超6%；藥明生物跌超5%。小摩減持藥明康德138.398萬股，每股作價約132.78港元；UBS Group AG增持昭衍新藥27.09萬股，每股作價約67.4港元；藥明生物12月30日斥4億港元回購448.9萬股。
互聯網醫療板塊跌幅較前。阿裏健康跌超5%；平安好醫生跌超3%；鷹瞳科技-B跌超1%。平安好醫生12月28日斥3373.33萬港元回購120萬股。
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