華潤置地股票討論區

$比亞迪股份(01211.HK)$ and $理想汽車-W(02015.HK)$ escalating 4.4% and 5.8%, $零跑汽車(09863.HK)$ and $小鵬汽車-W(09868.HK)$ spiking more than 8%, and $蔚來-SW(09866.HK)$ rallying 7.2%. Auto agent $中升控股(00881.HK)$ hiked 6.5%.
Domestic property stocks remained sought after. $龍湖集團(00960.HK)$ , $旭輝控股集團(00884.HK)$ , $綠城中國(03900.HK)$ , $合景泰富集團(01813.HK)$ and $融創中國(01918.HK)$ rocke...

Hong Kong stocks opened lower in the morning. $恒生指數(800000.HK)$ opened 234 points or 1.4% lower at 16,487. $國企指數(800100.HK)$ opened lower by 84 points or 1.4% at 5,795. $恒生科技指數(800700.HK)$ opened down 66 points or 1.9% at 3,408.
In financials, $匯豐控股(00005.HK)$ opened 0.7% lower at $63.35, $香港交易所(00388.HK)$ opened 1.4% down, and $友邦保險(01299.HK)$ opened descending 3.4%. 
As for property stocks, $中國海外發展(00688.HK)$ opened fa...

$恒生指數(800000.HK)$ opened 282 pts or 1.7% lower at 16,856. $國企指數(800100.HK)$ opened 105 pts or 1.8% lower at 5,910. $恒生科技指數(800700.HK)$ opened 71 pts or 2% lower at 3,480.
Real estate stocks were hijacked by subsiding rate cut expectations. $新世界發展(00017.HK)$ and $恒隆地產(00101.HK)$ cratered more than 2%. $新鴻基地產(00016.HK)$ , $領展房產基金(00823.HK)$ and $長實集團(01113.HK)$ slid 1.7%-1.9%. ...

Hong Kong stocks opened lower this morning. $恒生指數(800000.HK)$ opened lower by 203 points or 1.2% at 16,758. $國企指數(800100.HK)$ started lower by 77 points or 1.3% at 5,828. $恒生科技指數(800700.HK)$ opened 69 points or 1.9% lower at 3,534.
As for mainland property stocks, $萬科企業(02202.HK)$ contracted sales in February plummeted 53.5% YoY, and its shares opened 1.3% lower this morning. $龍湖集團(00960.HK)$ and $華潤置地(01109.HK)$ opened ...

$碧桂園(02007.HK)$ 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.
$萬科企業(02202.HK)$ 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, $中國海外發展(00688.HK)$ , $龍湖集團(00960.HK)$ and $華潤置地(01109.HK)$ sank 0.8%-1.1%...

The three major blue-chip, Chinese property developers, $中國海外發展(00688.HK)$ , $華潤置地(01109.HK)$ and $龍湖集團(00960.HK)$ , rallied 11%-14% to $11.74, $25.15 and $10.86 respectively. Traditional blue-chip real estate stocks soared almost 3-6%, with $新世界發展(00017.HK)$ outpacing.

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

整體來看
•      節後進口礦石的到港水平仍存在回落空間，而需求端鐵水產出延續恢復節奏，鐵水的增產持續受到鋼企利潤不佳的抑制，預計進口礦總庫存見頂，庫存結構方面，壓港環節和鋼企庫存節後趨於下降，導致礦石資源主要在港口環節累積。 $F山證鐵礦石(03047.HK)$
供給方面
•      全球發運2589萬噸，環比減少266萬噸，其中澳洲發運1482萬噸，環比減少131萬噸，巴西發運574萬噸，環比減少138萬噸，非主流發運532萬噸，環比增加3萬噸。
•      節前全球礦石發運高於近三年同期水平，FMG發運水平已經恢復至同期高位。長假期間力拓發生火車脫軌事故，由於脫軌發生在雙軌路段，因此預計影響較小。到港水平受年初巴西礦石發運下降的影響，預計2月中旬前後國內到港水平仍有一定下降空間。受春節因素影響，節前國產礦產出有所下降，預計節後恢復。
需求方面
•      有2座高爐檢修，其爲常規例行檢修，日均減少鐵水產量0.42萬噸，預估開工率爲76.53%，較節前下降0...

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$中國海外發展(00688.HK)$ $華潤置地(01109.HK)$ $龍湖集團(00960.HK)$

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