港股收盘(07.22) | 恒指收涨1.25% CRO概念股集体走高有色金属、石油股普遍疲软

智通财经07-22

智通财经APP获悉，港股三大指数早盘探底回升，午后涨幅进一步扩大，恒指及国指均涨超1%，恒科指尾盘则一度冲高至2.52%。截止收盘，恒生指数涨1.25%或218.2点，报17635.88点，全日成交额934.22亿港元；恒生国企指数涨1.44%，报6253.94点；恒生科技指数涨2.1%，报3610.71点。国泰君安指出，伴随美国特朗普当选的可能性上升，政策层面预期波动性下降，而国内重要会议落地且...

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加密货币ETF全线上涨。截至收盘，嘉实比特币(03439)涨5.64%，报8.435港元；博时比特币(03008)涨5.39%，报52.44港元；华夏比特币(03042)涨4.88%，报8.39港元；嘉实以太币(03179)涨2.4%，报8.53港元。当地时间7月21日，美国总统拜登宣布退出2024年总统大选，并表示支持提名副总统哈里斯为民主党总统候选人。退选消息公布后，比特币一度突破68000美元。有分析师表示，比特币价格上涨表明市场认为，哈里斯领导的民主党无法在大选中打败特朗普领导的共和党。在一位支持加密货币发展的总统（即特朗普）的领导下，比特币正迎来新的曙光。另外，在社交媒体上，马斯克的头像被加上了激光眼，这一象征比特币热情的标志被广泛传播，显示出加密货币社区对比特币未来发展的乐观。2. CRO概念股涨幅居前。截至收盘，康龙化成(03759)涨6.43%，报9.27港元；维亚生物(01873)涨5.05%，报0.52港元；药明生物(02269)涨3.88%，报11.24港元；泰格医药(03347)涨3.85%，报31.05港元。康龙化成发布盈喜，预计上半年营业收入54.71亿元-56.4亿元，同比下降0%-3%；归母净利润10.55亿元-11.43亿元，同比增加34%-45%。从上半年整体来看，预计公司营业收入同比阶段性略有下降；公司全球客户询单和访问同比有所回暖，新签订单金额同比增长超过15%。除康龙化成外，凯莱英此前公布的业绩预告显示，上半年新签订单同比增长超过20%，且二季度较一季度环比有较大幅度增长。东方证券表示，根据CRO行业景气度的关键指标的最新数据来看：全球资金面已经基本企稳，国内投融资端仍偏紧；而研发端热情未减，IND及新开临床依然处于高位。该行认为，CXO板块在经历业绩、估值双杀之后，有望迎来边际改善。3. 新能源车股普遍上扬。截至收盘，小鹏汽车-W(09868)涨3.86%，报33.65港元；华晨中国(01114)涨3.16%，报3.92港元；零跑汽车(09863)涨2.47%，报24.85港元；理想汽车-W(02015)涨1.55%，报78.45港元。据乘联会，7月1-14日，乘用车市场零售57.8万辆，同比增长3%，环比增长6%；新能源车市场零售28.6万辆，同比增长27%，环比增长6%，今年以来累计零售439.9万辆，同比增长33%。光大证券指，零售端7月前两周同环比稳健增长，新能源渗透率接近50%。三中全会提及发展新质生产力，汽车智能化主题再迎催化。此外，据界面新闻报道，欧盟委员会已向大众和宝马发出信号，可能会考虑大幅降低对这两家在中国生产并进口到欧洲的两款车型征收的高额关税。如果欧委会最终与大众汽车和宝马达成协议，将标志着其在关税政策上首次做出妥协。此前欧盟通过所谓“咨询性”投票征求成员国意见。其中12个欧盟成员国投票支持加征关税，4个投反对票，11个投弃权票。4. 有色金属表现疲软。截至收盘，金力永磁(06680)跌2.07%，报5.68港元；洛阳钼业(03993)跌1.88%，报6.8港元；紫金矿业(02899)跌0.74%，报16.2港元；江西铜业股份(00358)跌0.69%，报14.32港元。国投证券指出，美国上周初请失业金人数24.3万人，环比大幅增加2万人，创5月初以来最大增幅。美联储发布经济状况褐皮书，大多数地区经济活动近期保持轻微到适度的增长速度，但由于即将到来的选举、国内政策、地缘政治冲突和通货膨胀的不确定性，预计未来六个月的经济增长将放缓。美联储理事沃勒称越来越接近需要降息的时间。海外衰退预期对金属价格形成压制。热门异动股1. 中信国际电讯(01883)放量重挫。截至收盘，跌21.35%，报2.1港元。中信国际电讯公布，预期今年上半年公司股东应占溢利约4.55亿港元，同比减少约37%。公司指出，去年下半年以来部分客户做出了相应的业务调整，报告期间国际电信业务中的讯息服务收入对比相应期间有较大减少。2. 九毛九(09922)发布盈警。截至收盘，跌10.26%，报3.06港元。九毛九发布盈警，预期今年上半年将取得收入约人民币30.64亿元，同比增加约 6.4%；公司权益股东应占溢利不少于人民币6700万元，同比下跌不超过69.8%。第二季度，太二同店日均销售额同比减少18.1%。3. 心动公司(02400)再度强势，截至收盘，涨10.61%，报18.98港元。7月17日，心动公司自研生活模拟手游《心动小镇》公测上线。截至7月22日，该作在TapTap平台下载量已达445万，评分8.7分，占据TapTap热门榜第一。另外，该公司旗下手游《出发吧麦芬》微信小游戏版本也于上周三推出。4. 思摩尔国际(06969)全天走高，截至收盘，涨9.47%，报9.36港元。思摩尔国际公告，R.J. Reynolds(RJR)已通过上市前烟草产品申请途径接获七款新型烟草产品及六款烟草口味封闭式电子烟弹的营销许可令。RJR集团为集团于美国的客户之一。根据本年初至本公告日的销售记录，集团向RJR集团供应此七款产品。5. 东方甄选(01797)大幅反弹，截至收盘，涨7.72%，报11.72港元。全球发展数字经济直播访谈会于7月12日举行，多国代表在东方甄选直播间轮番登场，接受多位主播的访谈。分析人士称，此次直播既可扫清前阵负面舆论带来的阴霾，也和东方甄选出海计划的动作相一致，为东方甄选出海铺路。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2453568637"}

港股收盘(07.22) | 恒指收涨1.25% CRO概念股集体走高 有色金属、石油股普遍疲软

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港股收盘(07.22) | 恒指收涨1.25% CRO概念股集体走高有色金属、石油股普遍疲软