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恒生指数，跌2.77%。恒生中国企业指数，跌2.87%。财新中国12月份制造业采购经理指数为49.7，自2017年5月以来首次跌破50，分析师预估50.2. 中港台股市开年首个交易日齐跌。
HSI, down 2.77%. HSCEI, down 2.87%. Hong Kong shares plunged on the first trading day of the year, extending 2018’s tumble. The pessimistic opening follows the Hang Seng Index’s worst showing since 2011 last year, with stocks hostage to everything from the US-China trade dispute, a global sell-off and interest rate hikes.

2007，碧桂园，跌6.09%。内房股齐跌。内房股领跌，市场觉得调控还是要继续，新一年开始一些基金重新配置时地产公司可能遇到比较大的抛压。然而，摩根斯坦利认为中国地产股2019年有望跑赢恒指，称内房政策将会放松，估值接近低谷。同时，花旗也在2019年看到了乐观理由。
2007, Country Garden Holdings, down 6.09%. Property stocks were among the biggest decliners in Hong Kong. Some funds are readjusting their positions for the new year and maybe dumping stocks in sectors with an uncertain outlook like property and healthcare. However, Morgan Stanley says Chinese Developer stocks are expected to outperform the Hang Seng Index in 2019 given expectations policies will be relaxed and valuations that are close to troughs, according to Morgan Stanley. Citigroup sees reasons for optimism in 2019.

1918，融创中国，跌9.22%。同上
1918, Sunac China Holdings, down 9.22%. As above.

884，旭辉控股集团，跌7.45%。同上。
884, CIFI Holdings Group Co, down 7.45%. As above.

3333，中国恒大，跌7.04%。同上。
3333, China Evergrande Group, down 7.04%. As above.

688，中国海外发展，跌5.58%。同上。
688, China Overseas Land & Invest, down 5.58%. As above.

1109，华润置地，跌6.15%。同上。
1109，China Resources Land, down 6.15%. As above.

2777，富力地产，跌5.24%。同上
2777, Guangzhou R&F Properties, down 5.24%. As above.

813，世茂房地产，跌6.99%。同上。
813, Shimao Property Holdings, down 6.99%. As above.

883，中国海洋石油，跌6.45%。港股石油股近全线重挫。富瑞此前发表研报调低对2019-20年布伦特油价的预测，估计2020年随着美国产量再度加速增长，供应过剩将卷土重来。
883, CNOOC, down 6.45%. China’s oil stocks slumped in Hong Kong, with CNOOC Ltd in line for its biggest drop since Jan 2016. The economic weakness of China affects oil demand and prices directly, and obviously the price outlook is bad as demand is falling.

857，中国石油，跌5.12%。周二17时左右，WTI原油、布油均跌超4%布油刷新2017年10月以来新低。
857, PetroChina Co Ltd, down 5.12%. Investors worry sluggish economic growth in China could mean demand and prices for oil will drop, UOB Kay Hian says.

1093, 石药集团，跌5.49%。彭博称，中国药品集中采购试点落地，一些仿制药品价格出现断崖式下跌，资本市场反应强烈 — 不仅传统仿制药企业股票大跌，市场对恒瑞制药、石药集团、中国生物制药等上半年备受热捧的创新驱动的龙头药企，也产生了怀疑。
1093, CSPC Pharmaceutical Group, down 5.49%. Bloomberg says For years, the country’s largest drug makers have happily sold Low-cost generic medicines yielding gross margins of 80% to 90% without giving much thought to consumer protection or innovation. However, the condition changed after recent procurement of drugs. Investors concern China drug companies no logger has enough profit for innovation drugs research.

1099，国药控股，跌5.62%。同上
1099, SinoPharm Group, down 5.62%. As above.

1530，三生制药，跌8.67%。同上。
1530, 3SBIO, down 8.67%. As above.

395，中国智能集团，跌30%。2018年12月31日，公司宣布与盈联智能终止分包主协议，并即时生效。公司预期承包商集团于2018年后不再需要任何分包工程，因此提前决定终止协议。
395, Smartac Group China Holdings, down 30%. The company fell today more than any full-day drop since Jul 2015.

2899，紫金矿业，跌5.05%。此前公司公告称，拟公开增发不超过80亿元人民币的A股，用于对Nevsun的收购交易。虽然本次发行将增加公司的股本总额及净资产规模，但公司现在及未来每股收益和净资产收益可能面临被摊薄的风险。
2899, Zijin Mining Group Co Ltd, down 5.05%. Stock tumbles after announcing that it is seeking up to 8b yuan in a public A-share sale. Funds raised from the shares sale will be used to acquire a 100% stake in Nevsun Resources. No more than 3.4b shares, or 15% of Zijin’s total issued shares, will be sold.

1728，正通汽车，跌9.64%。公司将贷款从1亿美元增加到1.5亿美元。贷款用于子公司，即上海东正汽车金融股份有限公司的营运资金，最高段综合收益为359个基点，贷款利率为L+315
1728, China ZhengTong Auto Service, down 9.64%. The company has increased the facility to $150m from $100m. The facility, for working capital of the co.’s unit Shanghai Dongzheng Automotive Finance, offers top-level all-in of 359bpm via L+315 margin.

1796, 耀高控股有限公司，涨7.14%。IPO后第2个交易日。
1796, Yield Go Holdings, up 7.14%. Second trading day after IPO.

788，中国铁塔，跌5.41%
788, China Tower, down 5.41%.

1810，小米集团，跌5.57%。
1810, Xiaomi Crop, down 5.57%.

2382，舜禹光学科技，跌5.39%。
2382, Sunny Optical Tech, down 5.39%.

175，吉利汽车，跌5.94%。
175, Geely Automobile, down 5.94%.

1357，美图公司，涨6.39%。
1357, Meitu, up 6.39%.

384，中国燃气，跌6.27%。
384, China Gas Holdings, down 6.27%.

3690，美团点评，跌6.15%.
3690, Meituan Dianping, down 6.15%.

1128，永利澳门，跌5.39%。
1128，Wynn Macau Ltd, down 5.39%.

607，丰盛控股，跌8.89%。
607, Fullshare Holdings , down 8.89%.

1233，时代中国，跌 6.67%。
1233, Times China Holdings , down 6.67%.

656，复星国际，跌5.44%。
656, Fosun International, down 5.44%.

291，华润啤酒，跌5.48%
291, China Resources Beer Holdings, down 5.48%.

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