港股收盘(04.05) | 恒指微跌0.01% 科网、医药、券商股等疲软中海油服(02883)重挫16%

智通财经04-05

智通财经APP获悉，隔夜美联储官员放鹰砸盘，美股跳水拖累亚太股市多数下跌。港股今日高开低走，午后一度翻红，但随即回落走低。截止收盘，恒生指数跌0.01%或1.18点，报16723.92点，本周累计涨1.1%，全日成交额736.15亿港元；恒生国企指数跌0.19%，报5863.57点；恒生科技指数跌0.29%，报3450.89点。浙商国际日前指出，当下市场基本面仍未有明显起色，资金面环境则在降息预期...

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生物医药股走低，CRO方向领跌。截至收盘，昭衍新药(06127)跌10.92%，报8.24港元；康龙化成(03759)跌7.52%，报8.86港元；药明康德(02359)跌5.51%，报35.15港元；泰格医药(03347)跌5.27%，报27.85港元。CXO龙头年报近期已相继出炉。从财报数据来看，药明康德、康龙化成的业绩实现了不同程度的增长；此外，泰格医药各项业绩指标增长稍显乏力。2023年，公司实现营业总收入73.84亿元，同比增长4.21%；归母净利润20.25亿元，同比增长0.91%；昭衍新药、凯莱英业绩则明显下降。仅从业绩表现的数字而言，行业企业集体降速。西南证券此前指出，美联储维持高利率，医药一级投融资在宏观大背景影响下或将持续修复。1）基于目前的经济数据看，市场预测美联储或在Q2降息概率较大。生物医药一级投融资环境或将向好，市场流动性预期恢复，创新药产业链将产生估值修复机会；2）头部CXO企业新冠商业化订单基本消化，地缘博弈有待落地，板块估值体系重塑在即；3）板块估值回落至历史底部，个股估值仍呈现分化。2. 中资券商股普遍下挫。截至收盘，广发证券(01776)跌5.38%，报7.56港元；东方证券(03958)跌5.19%，报2.92港元；光大证券(06178)跌5.15%，报4.97港元；招商证券(06099)跌4.75%，报5.82港元。截至4月4日，30家券商披露了2023年年报。目前，百亿净利润的上市券商仅有中信证券和华泰证券。其中，申万宏源、华泰证券、招商证券、中国银河4家头部券商实现营业净利双增长，中金公司、广发证券等净利润两位数下滑，中信证券和中信建投分别下滑7.49%和6.45%。东兴证券认为，整体上看，证券行业2023年显现出增收不增利的问题，是基于权益市场持续大幅波动的背景之下，市场低迷造成交易活跃度下降，同业高度竞争下信用业务利差缩水，资管业务和投资、直投类业务收入波动剧烈且大幅分化，以及严监管环境下2023H2股权投行业务增量空间承压。3. 内房股继续疲软。截至收盘，美的置业(03990)跌7.79%，报3.55港元；远洋集团(03377)跌5.26%，报0.27港元；万科企业(02202)跌4.2%，报4.33港元；越秀地产(00123)跌1.72%，报4.01港元。根据克尔瑞数据，2024年一季度，中国房地产市场整体保持低位运行，企业销售持续承压。百强房企1-3月实现销售操盘金额7792.4亿元，同比下降47.5%。开源证券指出，2024年一季度销售整体仍处筑底阶段，房地产市场继续承压，市场预期支撑不足，仅核心一二线城市在政策利好下出现点状复苏。天风证券则认为，4月百强销售或仍具压力，主要因二手房以价换量的分流影响可能阶段性持续，房企集中推盘的供给因素或减弱，而影响基本面预期的关键因素如价格止跌等因素仍未见明显信号。有无新政策出台或是影响未来修复持续性的关键因素。4. 家电股逆势上涨。截至收盘，海信家电(00921)涨6.35%，报27.65港元；VESYNC(02148)涨5.93%，报5.18港元；海尔智家(06690)涨2.6%，报25.65港元；TCL电子(01070)涨0.78%，报3.9港元。国投证券指出，根据产业在线数据，空冰洗2024M1-2内销量分别增长16%/6%/-1%，外销量分别增长19%/38%/40%。白电品类1-2月整体呈现了内销稳健，外销延续高增的趋势。其中家空内销出货量增速环比Q4进一步提升，显示家空内销景气度仍然较高。冰洗外销增速表现亮眼，主要因欧美终端补库带动。厨电品类上，油烟机及集成灶2024M1-2内销量分别增长7%/2%，且行业龙头线上零售增速快于行业。该行认为，家电内销有望受益于旧换新政策的落地，外销高景气延续，行业Q1业绩有望延续稳健增长。热门异动股1. 中海油田服务(02883)股价重挫。截至收盘，跌16.11%，报8.28港元。中海油田服务宣布一名中东客户要求暂停四个钻油平台运作，公司正在和客户商讨具体暂停执行时间、后续安排及相应解决方案。据美银证券估算，若有关钻油井全年停运，公司今年税后净利将减少5%至8%或2亿至3亿元人民币。2. 中木国际(01822)绩后飙升。截至收盘，涨394.29%，报0.173港元。中木国际今早复牌后持续飙升，该公司昨日发布2023年度业绩，收益3.23亿港元，同比增长122.5%；公司拥有人应占溢利12.01亿港元，上年同期亏损1.50亿港元。期内收益增加主要由于木材相关业务的营业额同比取得增长。3. 朗廷-SS(01270)复牌暴涨。截至收盘，涨41.38%，报0.82港元。朗廷公布，大股东鹰君拟提出通过协议安排方式将公司私有化及撤销其股份合订单位上市地位。目前，鹰君持有公司已发行股份合订单位约70.23%。然而，鹰君或任何其他人士尚未就与该信托及公司有关的证券提出确实要约。因此，私有化或其他要约可能或不会进行。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"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; 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港股收盘(04.05) | 恒指微跌0.01% 科网、医药、券商股等疲软 中海油服(02883)重挫16%

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港股收盘(04.05) | 恒指微跌0.01% 科网、医药、券商股等疲软中海油服(02883)重挫16%