华润置地股票讨论区

$比亚迪股份(01211.HK)$ and $理想汽车-W(02015.HK)$ escalating 4.4% and 5.8%, $零跑汽车(09863.HK)$ and $小鹏汽车-W(09868.HK)$ spiking more than 8%, and $蔚来-SW(09866.HK)$ rallying 7.2%. Auto agent $中升控股(00881.HK)$ hiked 6.5%.
Domestic property stocks remained sought after. $龙湖集团(00960.HK)$ , $旭辉控股集团(00884.HK)$ , $绿城中国(03900.HK)$ , $合景泰富集团(01813.HK)$ and $融创中国(01918.HK)$ rocke...

Hong Kong stocks opened lower in the morning. $恒生指数(800000.HK)$ opened 234 points or 1.4% lower at 16,487. $国企指数(800100.HK)$ opened lower by 84 points or 1.4% at 5,795. $恒生科技指数(800700.HK)$ opened down 66 points or 1.9% at 3,408.
In financials, $汇丰控股(00005.HK)$ opened 0.7% lower at $63.35, $香港交易所(00388.HK)$ opened 1.4% down, and $友邦保险(01299.HK)$ opened descending 3.4%. 
As for property stocks, $中国海外发展(00688.HK)$ opened fa...

$恒生指数(800000.HK)$ opened 282 pts or 1.7% lower at 16,856. $国企指数(800100.HK)$ opened 105 pts or 1.8% lower at 5,910. $恒生科技指数(800700.HK)$ opened 71 pts or 2% lower at 3,480.
Real estate stocks were hijacked by subsiding rate cut expectations. $新世界发展(00017.HK)$ and $恒隆地产(00101.HK)$ cratered more than 2%. $新鸿基地产(00016.HK)$ , $领展房产基金(00823.HK)$ and $长实集团(01113.HK)$ slid 1.7%-1.9%. ...

Hong Kong stocks opened lower this morning. $恒生指数(800000.HK)$ opened lower by 203 points or 1.2% at 16,758. $国企指数(800100.HK)$ started lower by 77 points or 1.3% at 5,828. $恒生科技指数(800700.HK)$ opened 69 points or 1.9% lower at 3,534.
As for mainland property stocks, $万科企业(02202.HK)$ contracted sales in February plummeted 53.5% YoY, and its shares opened 1.3% lower this morning. $龙湖集团(00960.HK)$ and $华润置地(01109.HK)$ opened ...

$碧桂园(02007.HK)$ opened flat at $0.61 after saying it will try its best to raise funds within the grace period when it responds to the failure of its domestic bonds to be repaid on schedule.
$万科企业(02202.HK)$ dipped 0.3% at $6.28 after the company reportedly discussed a bond swap with its major creditor banks to avoid default. For the rest of the Chinese property developers, $中国海外发展(00688.HK)$ , $龙湖集团(00960.HK)$ and $华润置地(01109.HK)$ sank 0.8%-1.1%...

The three major blue-chip, Chinese property developers, $中国海外发展(00688.HK)$ , $华润置地(01109.HK)$ and $龙湖集团(00960.HK)$ , rallied 11%-14% to $11.74, $25.15 and $10.86 respectively. Traditional blue-chip real estate stocks soared almost 3-6%, with $新世界发展(00017.HK)$ outpacing.

Hong Kong bourse opened lower, hijacked by $汇丰控股(00005.HK)$ . $恒生指数(800000.HK)$ opened 13 pts or 0.1% lower at 16,489. $国企指数(800100.HK)$ opened less than 1 pt lower at 5,642. $恒生科技指数(800700.HK)$ opened 4 pts or 0.1% lower at 3,346.
$汇丰控股(00005.HK)$ , whose 2023's results were worse than expected, slipped 2.5% at $58.75 this morning. $恒生银行(00011.HK)$ , with its dividend topping expectations, added 0.2% at $89.5. $携程集团-S(09961.HK)$ , given a...

整体来看
•      节后进口矿石的到港水平仍存在回落空间，而需求端铁水产出延续恢复节奏，铁水的增产持续受到钢企利润不佳的抑制，预计进口矿总库存见顶，库存结构方面，压港环节和钢企库存节后趋于下降，导致矿石资源主要在港口环节累积。 $F山证铁矿石(03047.HK)$
供给方面
•      全球发运2589万吨，环比减少266万吨，其中澳洲发运1482万吨，环比减少131万吨，巴西发运574万吨，环比减少138万吨，非主流发运532万吨，环比增加3万吨。
•      节前全球矿石发运高于近三年同期水平，FMG发运水平已经恢复至同期高位。长假期间力拓发生火车脱轨事故，由于脱轨发生在双轨路段，因此预计影响较小。到港水平受年初巴西矿石发运下降的影响，预计2月中旬前后国内到港水平仍有一定下降空间。受春节因素影响，节前国产矿产出有所下降，预计节后恢复。
需求方面
•      有2座高炉检修，其为常规例行检修，日均减少铁水产量0.42万吨，预估开工率为76.53%，较节前下降0...

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$中国海外发展(00688.HK)$ $华润置地(01109.HK)$ $龙湖集团(00960.HK)$

Hong Kong stocks opened higher in the morning. $恒生指数(800000.HK)$ opened 94 points or 0.6% higher at 16,046. $国企指数(800100.HK)$ opened 34 points or 0.7% higher at 5,394. $恒生科技指数(800700.HK)$ opened 25 points or 0.8% higher at 3,212.
$药明康德(02359.HK)$ held an emergency investor conference call and reiterated that its business development does not pose any risk to national security. WUXI APPT...