港股午評：指數分化 石油、煤炭等能源股強勢 中國海洋石油續創新高
格隆匯2月22日丨繼昨日大幅上升後，港股今日上午盤三大指數升跌不一，恒指午間收升0.15%，國指升0.53%，恒生科技指數跌0.27%表現相對較弱。
盤面上，大型科技股多數走低，京東、網易跌超2%，百度、騰訊、快手均有跌幅，阿里巴巴、美團上升；多重利好提振行業估值有望繼續提升，煤炭股升幅強勢，龍頭中煤能源、中國神華再度刷新階段新高；地緣政治因素推高油價，瑞銀預計三桶油將可受益，石油股大幅拉昇，中國海洋石油繼續創新高；紅海形勢依舊嚴峻，港口及海運股普遍上升，電力股、黃金股、重型機械股、光伏股表現活躍。 另一方面，連續反彈的內房股走低，富力地產遭上交所公開譴責，濠賭股、餐飲股、鋰電池股多數表現萎靡，百勝中國、海倫司、九毛九皆下跌。
板塊方面
煤炭板塊升幅靠前，多重利好提振行業估值有望繼續提升。消息面上，近期，山西省應急管理廳、國家礦山安全監察局山西局、山西省能源局印發《關於開展煤礦“三超“和隱蔽工作面專項整治的通知》（以下簡稱“通知”），決定立即在全省範圍內開展煤礦“三超”和隱蔽工作面專項整治，本次專項整治範圍包括所有正常生產建設煤礦、具備生產條件的停工停產煤礦。光大證券認為，該事件短期將影響山西地區煤炭的供給，尤其是焦煤的供給，對焦煤價格構成利好。同時，該行預計2024-2026年全球煤炭供需基本平衡，在長協政策的保障下，國內煤企盈利有望維持高位穩定，高股息、央企等特徵有望催化煤炭股估值繼續提升。
石油股繼續強勢，中國海洋石油續創新高。消息面上，瑞銀髮表報吿稱，指布倫特期油上週平均價格按周升3.3%至每桶82.5美元，主要受地緣政治因素推動，包括中東緊張局勢升温及俄烏衝突持續。在地緣政治因素提振油價情況下，認為三桶油，即中石油、中石化及中海油將會受惠。中金則指出，石油可能仍是今年基本面較好的大宗資產。
個股方面
中國中藥大升22.74% 獲國藥集團溢價提私有化。消息面上，國藥集團擬以每股4.6港元現金的價格將中國中藥私有化。國藥集團的報價較中國中藥最新收盤價溢價34.11%，國藥集團私有化建議的總代價約為154.5億港元。
攜程升5%創歷史新高，2023年淨營業收入同比增122%。攜程集團公佈2023年第四季度及全年未經審計的財務業績顯示，第四季度淨營業收入103億元，2023全年淨營業收入445億元，同比分別增長105%、122%。第四季度，攜程出境酒店和機票預訂恢復至2019年同期的80%以上，攜程國際OTA平台總預訂同比增長超70%。2023年全年，攜程產品研發費用達到121億元，同比增長45%，約佔淨營業收入的27%。
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