According to Futu News on December 30, the three major indices of the Hong Kong stock market all rose.$Hang Seng Index (800000.HK)$ Up 0.86%, $Hang Seng TECH Index (800700.HK)$ Up 1.74%, $Hang Seng China Enterprises Index (800100.HK)$ Up 1.12%.
At the close of trading, 1,070 stocks on the Hong Kong stock market rose, 1,193 fell, and 979 remained unchanged.
The performance by specific industries is shown in the figure below:
Semiconductor stocks performed well, with Innoscience up 15.35%, FORTIOR up 4.64%, SMIC up 4.24%, Huahong Semiconductor up 3.86%, China Electronics Huada Technology up 0.78%, and Ingdan Innovation up 0.34%.
Robotics concept stocks surged, with Dobot up 13.45%, Sanhua up 12.53%, Ubtech Robotics up 8.28%, Fourth Paradigm up 7.31%; Lens Technology up 5.06%.
Non-ferrous metal stocks rose, with Chalco up 5.27%, Luoyang Molybdenum up 4.11%, Zijin Mining up 3.63%, China Hongqiao up 2.71%, and Jiangxi Copper up 2.62%.
Oil stocks increased, with CNOOC up 3.97%, Shanghai Petrochemical up 2.96%, PetroChina up 2.42%, Sinopec up 1.96%, COSL up 1.43%, and Kunlun Energy up 0.27%.
Apple concept stocks rose, with Lens Technology up 5.06%, Q Technology up 3.05%, Sunny Optical up 2.21%, AAC Technologies up 2.14%, BYD Electronics up 1.55%, VSTECS up 1.14%, and GoerTek up 0.52%.
Six new stocks were listed today, with 51WORLD surging 29.9%, Insilico Medicine rising 24.66%, Lin Qingxuan gaining 9.3%, Meilleure Securities climbing 7.61%, XunCe increasing by 1.04%, and AnD卧安 Robotics posting a modest rise of 0.07%.
In terms of individual stocks,$LENS (06613.HK)$Surged over 5%, set to debut its full-stack AI hardware ecosystem at CES, with the unveiling of a high-dexterity robotic hand.
$INNOSCIENCE (02577.HK)$Surged over 15%, as NXP Semiconductors and Taiwan Semiconductor plan to shut down GaN production capacity, with NVIDIA spearheading a revolution in power supply architecture.
$HUA HONG SEMI (01347.HK)$Rose over 3%, with Huahong Group expected to discuss the acquisition of Huali Microelectronics equity in the near term.
$GEELY AUTO (00175.HK)$Increased nearly 3%, following the completion of Zeekr’s privatization, which is anticipated to boost company profits and achieve synergies.
$ROBOSENSE (02498.HK)$Surged over 4%, to jointly exhibit a digital LiDAR lawn-mowing robot with Uniland.
$GIANT BIOGENE (02367.HK)$Declined nearly 3%, with analysts noting that the investment thesis for the company has shifted from growth to strategic realignment, lacking clear catalysts for a rebound.
$SANHUA (02050.HK)$Surged 12%, amid frequent catalysts from both domestic and international manufacturers.
Top 10 in today’s trading volume
Hong Kong Stock Connect funds
Regarding Stock Connect, today’s Southbound trading recorded a net outflow of HKD 3.845 billion.
Institutional Views
Citi issued a research report stating that, $UBTECH ROBOTICS (09880.HK)$ The company announced that its founder, Chairman of the Board, and Chief Executive Officer Jian Zhou has voluntarily committed not to sell his approximately 70.5744 million personally held H-shares in Ubtech Robotics, equivalent to about 14% of total shares, for 12 months starting December 29 this year. This move underscores Jian Zhou’s long-term commitment and optimism towards Ubtech Robotics’ humanoid robotics business. Citi also anticipates that other key executives and shareholders will issue similar announcements in the coming days, ahead of or upon the expiration of the current lock-up period, to alleviate market concerns over potential share sales pressuring the stock price. Citi maintains a positive view of China’s humanoid robotics supply chain, assigning a target price of HKD 155 for Ubtech Robotics based on a forecasted 23x price-to-sales ratio for 2026, with a ‘Buy’ rating.
On Monday, analysts from Morgan Stanley issued a report recommending that investors closely monitor $NIO-SW (09866.HK)$ 、 $BYD COMPANY (01211.HK)$ and $LI AUTO-W (02015.HK)$ The release of new models is particularly noteworthy as market expectations are not yet overly high, and these models may present investment opportunities. For the first half of next year, Morgan Stanley has named $XPENG-W (09868.HK)$ 、 $GEELY AUTO (00175.HK)$ and SAIC Motor as its top picks among automakers in China.
Editor/KOKO
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