熱點掃描 | 港股高鐵基建股走高,時代電氣漲近8%
uSMART盈立智投4月27日消息,截止發稿,港股三大指數齊漲,恆生指數上漲0.08%,報19954.08點,成交額598.22億;國企指數上漲0.48%,報6782.82點,成交額20.78億;紅籌指數上漲0.41%,報3784.61點,成交額24.76億。
建材水泥股全線上漲,海螺水泥、中國建材、山水水泥漲超5%,華潤水泥控股漲逾4%;
高鐵基建股普漲,時代電氣漲超6%,中國鐵建漲超3%,中國中鐵、中國交通建設漲逾2%,中國中車、中國中冶跟漲;
有色金屬板塊拉昇,萬國國際礦業漲近6%,五礦資源漲4%,中廣核礦業,南方錳業漲逾3%,中國鋁業、中國有色礦業漲超2%;
石油股走強,中海油田服務漲超3%,崑崙能源、中國海洋石油漲超2%,中國石油股份、中國石油化工股份跟漲;
熱門股
贛鋒鋰業漲6.4%,報87.25港元;A股贛鋒鋰業漲7.38%,報99.05元。公司昨晚公佈,一季度營業收入53.65億元,同比增長233.91%;歸母淨利潤35.25億元,同比增長640.41%。小摩報告稱,維持其“增持”評級,上調2022-23年盈測196%及203%,目標價180港元,作爲鋰行業龍頭,估值非常具吸引力。該行預期,公司第二季核心盈利可達40億元人民幣以上(對比首季爲30億元人民幣);
港股基建股集體走強,其中,中國建築國際盤中一度漲超7%至9.62港元,市值484億港元。中央財經委員會第十一次會議強調“全面加強基礎設施建設構建現代化基礎設施體系”,基建發力態度再明確。中國建築國際主要從事基建投資、建築工程等業務,是國際知名的綜合型建築及基建投資企業,是港澳地區最大的總承建商之一,也是中國內地領先的城市綜合投資運營商;
泰格醫藥(3347.HK)盤中跌超5%,錄得6連跌行情。現報74.2港元,總市值647億港元。公司首季收入按年增102%至18億元人民幣。野村表示,考慮到近期上海新冠疫情及對其國內CRO臨牀試驗全過程專業服務業務影響,將公司今年及明年的盈利預測下調8%及10%,以反映較低支出但同時較低的非經常性收入。另外,泰格醫藥A股昨日(26日)遭北向資金減持122.45萬股。
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