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hangyuliang
2023-05-19

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This week's Hong Kong stock bull and bear list | Turning over to become a major supplier, this Apple concept stock rose nearly 12% throughout the week! Start music delivery, Starry Chinese ranks first in the list!

總結恒指本周（5月15日-5月19日）跌176點或0.9%，並連跌兩周，科指全周挫1.35%，更連跌第七周。本週市值百億以上、日均成交千萬以上表現最好五隻股是星空华文、零跑汽车、广深铁路

This week's Hong Kong stock bull and bear list | Turning over to become a major supplier, this Apple concept stock rose nearly 12% throughout the week! Start music delivery, Starry Chinese ranks first in the list!

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":9970221105,"tweetId":"9970221105","gmtCreate":1684496361408,"gmtModify":1684496365692,"author":{"id":3581648325885484,"idStr":"3581648325885484","authorId":3581648325885484,"authorIdStr":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":37,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p><span>[微笑]&nbsp;</span></p></body></html>","htmlText":"<html><head></head><body><p><span>[微笑]&nbsp;</span></p></body></html>","text":"[微笑]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9970221105","repostId":1143359729,"repostType":2,"repost":{"id":"1143359729","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1684495206,"share":"https://ttm.financial/m/news/1143359729?lang=en_US&edition=fundamental","pubTime":"2023-05-19 19:20","market":"hk","language":"zh","title":"This week's Hong Kong stock bull and bear list | Turning over to become a major supplier, this Apple concept stock rose nearly 12% throughout the week! Start music delivery, Starry Chinese ranks first in the list!","url":"https://stock-news.laohu8.com/highlight/detail?id=1143359729","media":"老虎資訊","summary":"總結恒指本周（5月15日-5月19日）跌176點或0.9%，並連跌兩周，科指全周挫1.35%，更連跌第七周。本週市值百億以上、日均成交千萬以上表現最好五隻股是 星空华文 、  零跑汽车 、  广深铁路","content":"<p><html><head></head><body>In summary, the Hang Seng Index fell 176 points or 0.9% this week (May 15-May 19) and fell for two consecutive weeks. The KSI fell 1.35% for the whole week and fell for the seventh consecutive week. The five best stocks with a market value of more than 10 billion and an average daily turnover of more than 10 million this week are<a href=\"https://laohu8.com/S/06698\">Starry Chinese</a>、<a href=\"https://laohu8.com/S/09863\">Leapmotor</a>、<a href=\"https://laohu8.com/S/00525\">Guangzhou-Shenzhen Railway Co., Ltd</a>、<a href=\"https://laohu8.com/S/01415\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00317\">CSSC Defense</a>。 The five stocks with the most bearish performance are<a href=\"https://laohu8.com/S/06808\">Sun Art Retail</a>、<a href=\"https://laohu8.com/S/02007\">Country Garden</a>、<a href=\"https://laohu8.com/S/01121\">Jinyang New Energy</a>、<a href=\"https://laohu8.com/S/02602\">Everything Cloud</a>、<a href=\"https://laohu8.com/S/09969\">InnoCare</a>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fe6c81feef287f81d36043876ef8bdc\" tg-width=\"2000\" tg-height=\"2000\"/></p><p><strong>Xingkong Huawen Zhou Jin rose more than 18%, and it is reported that the production team entered Taobao live broadcast</strong></p><p>A few days ago, Brilliant Star Culture, the production team of Good Voice, entered Taobao Live Broadcast and started singer music-style delivery. It is reported that on the day Good Voice Singing and Enjoy Good Things was launched, the cumulative turnover was 10.9 million, and the cumulative number of viewers was 3.29 million.</p><p><strong>Leapmotor rose more than 13% this week, and the organization expects the company's sales climb to narrow losses</strong></p><p>Leapmotor announced its new car deliveries in April earlier this month. A total of 8,726 new cars were delivered that month, a month-on-month increase of 41%, and C-series models accounted for more than 83%. A CITIC Securities research report pointed out that the company's new orders will still start to drive a rebound in annual sales in 23Q2. The bank is also optimistic that Zero Run will keep its gross loss controllable while climbing sales through a series of cost reduction measures and scale effects, and gradually narrow to close to profit-break even.</p><p><strong>Guangzhou-Shenzhen Railway, Gaowei Electronics, and CSSC Defense all rose by more than 11%</strong></p><p>Guangzhou-Shenzhen Railway Co., Ltd</p><p>The Industrial Securities Research Report pointed out that the Guangzhou-Shenzhen Railway has an excellent asset location, connecting the two core cities of Shenzhen and Guangzhou, and at the same time operating direct trains through Hong Kong, fully enjoying the economic vitality of the Austria-Hong Kong-Macao Greater Bay Area. Beginning in 2021, the company has added long-distance cross-line EMU trains, and achieved interconnection with the Gansu-Shenzhen Railway by the end of the year, increasing its profit margin. In the future, the company is expected to fully enter the field of high-speed railway operations. At that time, the company is expected to achieve Davis double-hit.</p><p>Gaowei Electronics</p><p>Previously, Tianfeng International analyst Ming-Chi Kuo said that both iPhone 16 Pro and Pro Max will be equipped with periscope lenses, and only Pro Max in iPhone 15 will be equipped; Gaowei Electronics may be the supplier of iPhone 16 periscope lens CCM; The first-generation Apple MR headset is likely to be released at WWDC in June, and the second-generation will be mass-produced in 2025. Gaowei Electronics will be the main supplier of the second-generation CCM.</p><p>CSSC Defence</p><p>CSSC is a listed company under China State Shipbuilding Corporation. Generally, it belongs to the military industry sector, but it also belongs to the manufacturing sector. CITIC Securities believes that the military industry is currently in the triple bottom zone of sector valuation, performance growth and capital allocation, and has significant investment value. With a new round of upward climate and production capacity expansion, the industry is expected to return to the upward channel. It is expected that there will be an inflection point in the second half of the quarter. Recommend leading companies in sub-tracks. First choose targets with high-prospect tracks, high proportion of military products, and fast performance growth, second choose targets with low valuation quantiles and large margin changes. At the same time, focus on targets that benefit from military trade and national reform.</p><p><strong>Sun Art Retail achieved positive results and behind profits, the number of employees decreased by 14,000, and labor costs fell by more than 300 million yuan</strong></p><p>On the evening of May 16, Sun Art Retail announced its performance report for the fiscal year 2023 ending March 31, 2023. During the period, revenue was 83.662 billion yuan, a year-on-year decrease of 5.1%. The profit attributable to the owners of the company was 109 million yuan, compared with a loss of 739 million yuan in the same period last year; The profit for the year was 78 million yuan, compared with a loss of 826 million yuan in the same period last year, turning losses into profits.</p><p>The group's gross profit was 20.581 billion yuan, a decrease of 892 million yuan, or approximately 4.2%, from 21.473 billion yuan in the same period last year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Among them, the revenue from sales of goods was 80.535 billion yuan, a year-on-year decrease of 4.8%; Rental income was 3.127 billion yuan, a year-on-year decrease of 11.6%.</p><p>The group's gross profit was 20.581 billion yuan, a decrease of 892 million yuan, or approximately 4.2%, from 21.473 billion yuan in the same period last year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Among them, the revenue from sales of goods was 80.535 billion yuan, a year-on-year decrease of 4.8%; Rental income was 3.127 billion yuan, a year-on-year decrease of 11.6%.</p><p>Wang Guo, a senior retail expert, analyzed that the financial techniques adopted by many companies last year were to greatly improve the competitiveness of employees and encourage high-quality students to graduate. Means such as layoffs reduced labor costs, which also greatly contributed to Sun Art Retail's revenue, gross profit, etc. Despite the decline, it was able to maintain positive net profit.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This week's Hong Kong stock bull and bear list | Turning over to become a major supplier, this Apple concept stock rose nearly 12% throughout the week! 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Start music delivery, Starry Chinese ranks first in the list!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time smaller\">2023-05-19 19:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In summary, the Hang Seng Index fell 176 points or 0.9% this week (May 15-May 19) and fell for two consecutive weeks. The KSI fell 1.35% for the whole week and fell for the seventh consecutive week. The five best stocks with a market value of more than 10 billion and an average daily turnover of more than 10 million this week are<a href=\"https://laohu8.com/S/06698\">Starry Chinese</a>、<a href=\"https://laohu8.com/S/09863\">Leapmotor</a>、<a href=\"https://laohu8.com/S/00525\">Guangzhou-Shenzhen Railway Co., Ltd</a>、<a href=\"https://laohu8.com/S/01415\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00317\">CSSC Defense</a>。 The five stocks with the most bearish performance are<a href=\"https://laohu8.com/S/06808\">Sun Art Retail</a>、<a href=\"https://laohu8.com/S/02007\">Country Garden</a>、<a href=\"https://laohu8.com/S/01121\">Jinyang New Energy</a>、<a href=\"https://laohu8.com/S/02602\">Everything Cloud</a>、<a href=\"https://laohu8.com/S/09969\">InnoCare</a>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fe6c81feef287f81d36043876ef8bdc\" tg-width=\"2000\" tg-height=\"2000\"/></p><p><strong>Xingkong Huawen Zhou Jin rose more than 18%, and it is reported that the production team entered Taobao live broadcast</strong></p><p>A few days ago, Brilliant Star Culture, the production team of Good Voice, entered Taobao Live Broadcast and started singer music-style delivery. It is reported that on the day Good Voice Singing and Enjoy Good Things was launched, the cumulative turnover was 10.9 million, and the cumulative number of viewers was 3.29 million.</p><p><strong>Leapmotor rose more than 13% this week, and the organization expects the company's sales climb to narrow losses</strong></p><p>Leapmotor announced its new car deliveries in April earlier this month. A total of 8,726 new cars were delivered that month, a month-on-month increase of 41%, and C-series models accounted for more than 83%. A CITIC Securities research report pointed out that the company's new orders will still start to drive a rebound in annual sales in 23Q2. The bank is also optimistic that Zero Run will keep its gross loss controllable while climbing sales through a series of cost reduction measures and scale effects, and gradually narrow to close to profit-break even.</p><p><strong>Guangzhou-Shenzhen Railway, Gaowei Electronics, and CSSC Defense all rose by more than 11%</strong></p><p>Guangzhou-Shenzhen Railway Co., Ltd</p><p>The Industrial Securities Research Report pointed out that the Guangzhou-Shenzhen Railway has an excellent asset location, connecting the two core cities of Shenzhen and Guangzhou, and at the same time operating direct trains through Hong Kong, fully enjoying the economic vitality of the Austria-Hong Kong-Macao Greater Bay Area. Beginning in 2021, the company has added long-distance cross-line EMU trains, and achieved interconnection with the Gansu-Shenzhen Railway by the end of the year, increasing its profit margin. In the future, the company is expected to fully enter the field of high-speed railway operations. At that time, the company is expected to achieve Davis double-hit.</p><p>Gaowei Electronics</p><p>Previously, Tianfeng International analyst Ming-Chi Kuo said that both iPhone 16 Pro and Pro Max will be equipped with periscope lenses, and only Pro Max in iPhone 15 will be equipped; Gaowei Electronics may be the supplier of iPhone 16 periscope lens CCM; The first-generation Apple MR headset is likely to be released at WWDC in June, and the second-generation will be mass-produced in 2025. Gaowei Electronics will be the main supplier of the second-generation CCM.</p><p>CSSC Defence</p><p>CSSC is a listed company under China State Shipbuilding Corporation. Generally, it belongs to the military industry sector, but it also belongs to the manufacturing sector. CITIC Securities believes that the military industry is currently in the triple bottom zone of sector valuation, performance growth and capital allocation, and has significant investment value. With a new round of upward climate and production capacity expansion, the industry is expected to return to the upward channel. It is expected that there will be an inflection point in the second half of the quarter. Recommend leading companies in sub-tracks. First choose targets with high-prospect tracks, high proportion of military products, and fast performance growth, second choose targets with low valuation quantiles and large margin changes. At the same time, focus on targets that benefit from military trade and national reform.</p><p><strong>Sun Art Retail achieved positive results and behind profits, the number of employees decreased by 14,000, and labor costs fell by more than 300 million yuan</strong></p><p>On the evening of May 16, Sun Art Retail announced its performance report for the fiscal year 2023 ending March 31, 2023. During the period, revenue was 83.662 billion yuan, a year-on-year decrease of 5.1%. The profit attributable to the owners of the company was 109 million yuan, compared with a loss of 739 million yuan in the same period last year; The profit for the year was 78 million yuan, compared with a loss of 826 million yuan in the same period last year, turning losses into profits.</p><p>The group's gross profit was 20.581 billion yuan, a decrease of 892 million yuan, or approximately 4.2%, from 21.473 billion yuan in the same period last year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Among them, the revenue from sales of goods was 80.535 billion yuan, a year-on-year decrease of 4.8%; Rental income was 3.127 billion yuan, a year-on-year decrease of 11.6%.</p><p>The group's gross profit was 20.581 billion yuan, a decrease of 892 million yuan, or approximately 4.2%, from 21.473 billion yuan in the same period last year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Among them, the revenue from sales of goods was 80.535 billion yuan, a year-on-year decrease of 4.8%; Rental income was 3.127 billion yuan, a year-on-year decrease of 11.6%.</p><p>Wang Guo, a senior retail expert, analyzed that the financial techniques adopted by many companies last year were to greatly improve the competitiveness of employees and encourage high-quality students to graduate. Means such as layoffs reduced labor costs, which also greatly contributed to Sun Art Retail's revenue, gross profit, etc. Despite the decline, it was able to maintain positive net profit.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f229eb51e509024b692ab5c88351a26c","relate_stocks":{"01121":"金阳新能源","00317":"中船防务","06698":"星空华文","02007":"碧桂园","09969":"诺诚健华","02602":"万物云","00525":"广深铁路股份","01415":"高伟电子","06808":"高鑫零售","09863":"零跑汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143359729","content_text":"總結恒指本周（5月15日-5月19日）跌176點或0.9%，並連跌兩周，科指全周挫1.35%，更連跌第七周。本週市值百億以上、日均成交千萬以上表現最好五隻股是 星空华文 、  零跑汽车 、  广深铁路股份  、  高伟电子 、  中船防务 。表現最熊的五隻股是  高鑫零售  、  碧桂园 、 金阳新能源 、 万物云 、  诺诚健华 。星空華文本週勁升逾18%，據悉製作團隊入駐淘寶直播日前，好聲音的製作團隊燦星文化入駐淘寶直播，開啟歌星音樂式帶貨。據悉，好聲音唱享好物開播當日，累計成交額1090萬，累計觀看人次329萬。零跑汽車本週升逾13% 機構料公司銷量爬升將收窄虧損零跑汽車於本月初公布4月新車交付量。當月共計交付新車8726臺，環比增長41%，C系列車型占比超83%。中信證券研報指出，公司新增訂單仍將在23Q2開始拉動全年銷量回升。該行也看好零跑通過一系列降本措施和規模效應在銷量爬升的同時保持毛虧損可控，並逐漸收窄至接近盈虧平衡。廣深鐵路股份、高偉電子、中船防務齊齊升逾11%廣深鐵路股份興業證券研報指出，廣深鐵路資產區位優越，連接深圳、廣州兩大核心城市，同時開行過港直通車，充分享受奧港澳大灣區的經濟活力。2021 年開始，公司增開長距離跨線動車組列車，且年底實現了和贛深鐵路互聯互通，利潤率提升。未來公司有望全面進軍高鐵運營領域，屆時公司有望實現戴維斯雙擊。高偉電子此前，天風國際分析師郭明錤稱，iPhone 16 Pro和Pro Max都將配潛望鏡頭，iPhone 15中只有Pro Max配；高偉電子可能是iPhone 16潛望鏡頭CCM的供應商；一代蘋果MR頭顯很可能6月的WWDC發布，二代將2025年量產，高偉電子將是二代CCM的主要供應商。中船防務「中船系」是中國船舶集團總公司旗下的上市公司。總體上歸屬於軍工板塊，而本身也屬於製造業板塊。中信建投證券認為，目前軍工行業處於板塊估值、業績增速以及資金配置三重底部區間，具備顯著投資價值，隨著新一輪的景氣上行和產能擴張，行業有望重回上升通道，預計二季度下旬板塊出現拐點。推薦細分賽道龍頭公司，首選「高景氣賽道、軍品占比高、業績增速快」的標的，次選「估值低分位，邊際變化大」的標的，同時重點關註軍貿、國改受益標的。高鑫零售發業績 正利潤背後員工減少14000名，人力成本下降超3億元5月16日晚，高鑫零售公布截至2023年3月31日的2023財年業績報告，期內收入836.62億元，按年下降5.1%。公司擁有人應占溢利為1.09億元，上年同期為虧損7.39億元；年內溢利為7800萬元，上年同期為虧損8.26億元，扭虧為盈。集團毛利為205.81億元，較上年同期的214.73億元減少8.92億元，降幅約4.2%。毛利減少是由於銷售貨品的收入及租金收入減少。其中，銷售貨品收入為805.35億元，同比下降4.8%；租金收入所得為31.27億元，同比下降11.6%。集團毛利為205.81億元，較上年同期的214.73億元減少8.92億元，降幅約4.2%。毛利減少是由於銷售貨品的收入及租金收入減少。其中，銷售貨品收入為805.35億元，同比下降4.8%；租金收入所得為31.27億元，同比下降11.6%。資深零售專家王國分析，去年很多企業采用的財技手法是大幅提高員工競爭力以及鼓勵「優質學員畢業」，「裁員等手段使得人力成本下降，這也在很大程度上促使高鑫零售在營收、毛利等下降的情況下，得以保持凈利潤為正。」","news_type":1,"symbols_score_info":{"09863":0.9,"01121":0.9,"06808":0.9,"00525":0.9,"02602":0.9,"00317":0.9,"09969":0.9,"01415":0.9,"06698":0.9,"02007":0.9}},"isVote":1,"tweetType":1,"viewCount":2839,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}