智通港股早知道 | 恒生指数季检:恒指成份股增加至82只 三部门:一视同仁满足不同所有制房企合理融资需求

Zhitong Hong Kong stocks have known for a long time | Hang Seng Index quarterly review: the number of constituent stocks of the Hang Seng Index increased to 82, three divisions: treating them equally to meet the reasonable financing needs of different hou

Zhitong Finance ·  11/20/2023 06:49

Ideal Car-W (02015) and Yao Ming Kant (02359) will be included as constituent stocks of the Hang Seng Index. The number of constituent stocks of the Hang Seng Index will increase from 80 to 82.

[Today's headlines]

Hang Seng Index Quarterly Review: The number of constituent stocks of the Hang Seng Index increased to 82

The Zhitong Finance App learned that on November 17, Hang Seng Index Limited (“Hang Seng Index Company”) announced the results of the Hang Seng Index series quarterly review as of September 30, 2023. All changes will take effect from December 4, 2023 (Monday). Among them, Ideal Auto - W (02015) and Yao Ming Kant (02359) will be included as constituent stocks of the Hang Seng Index. The number of constituent stocks of the Hang Seng Index will increase from 80 to 82.

Specifically, the weight of the two major sectors, finance and real estate, has been lowered. In terms of individual stocks, Alibaba-SW (09988) increased its weight from 7.49% to 8%, and Meituan-W (03690) increased from 5.73% to 5.84%. The Hang Seng Hong Kong Listed Biotech Index was transferred to two companies, Federal Pharmaceuticals (03933) and Pharmacist Bang (09885), and was transferred out of Yaju Healthcare (06929) and Zhiyun Health (09955).

[General outlook]

The three major US stock indexes all recorded gains last week

At the close of last Friday, the Dow closed slightly up 1.81 points, or 0.01%, to 34947.28 points; the NASDAQ rose 11.81 points, or 0.08%, to 14125.48 points; and the S&P 500 index rose 5.78 points, or 0.13%, to 4514.02 points. The three major US stock indexes all recorded gains last week. The Dow rose 1.94% in a week, the S&P 500 index rose 2.24%, and the NASDAQ rose 2.37%. Popular securities in China had mixed ups and downs. Ideal Auto and NetEase rose more than 4%, Xiaopeng Motor rose more than 3%, and Vipshop and iQiyi rose more than 1%. The Hong Kong stock ADR index rose. In proportional terms, it closed at 17,623 points, up 169.31 points or 0.96% from the Hong Kong closing market.

[Hot preview]

Three departments: treat them equally to meet the reasonable financing needs of real estate enterprises with different ownership

On November 17, the People's Bank of China, the General Administration of Financial Supervision, and the China Securities Regulatory Commission jointly held a financial institutions symposium. The conference pointed out that all financial institutions should thoroughly implement the arrangements of the Central Financial Work Conference, adhere to the “two unwavering”, treat them equally to meet the reasonable financing needs of real estate enterprises with different ownership systems, and not hesitate to lend, draw, or cut loans to real estate enterprises operating normally.

The Hong Kong Securities Regulatory Commission bought 12 floors from Swire Properties as permanent office space for HK$5.4 billion

Hong Kong's market regulator bought 12 floors of its existing office building from Swire Properties for HK$5.4 billion. According to an exchange announcement issued on Friday, the proceeds from this sale will allow Swire Properties to obtain a cash return from investing in the property.

China Securities Regulatory Commission: Strengthening Cross-Market and Cross-border Monitoring and Surveillance to Strictly Prevent Risks

The China Securities Regulatory Commission is seeking public comments on the “Measures for the Supervision and Administration of Derivatives Trading”. Among them, it is mentioned that cross-market and cross-border monitoring should be strengthened to strictly prevent risks. Considering the high correlation between the derivatives market, securities market, and futures market in terms of capital flow, risk transmission, etc., this method establishes a relatively systematic cross-market and cross-border monitoring and monitoring mechanism to prevent risks, including the establishment of a derivatives market account system, a transaction report database system, an infrastructure data sharing mechanism, a cross-market monitoring and monitoring mechanism, and a transaction information reporting mechanism for domestic and foreign investment institutions to ensure that derivatives transactions are “transparent and manageable”.

The Ministry of Industry and Information Technology issued the “Reference Guide for Integrated Applications of the Industrial Internet and the Construction Machinery Industry”

Recently, the Ministry of Industry and Information Technology directed the Industrial Internet Industry Alliance, the China Construction Machinery Industry Association and other organizations to jointly prepare the “Reference Guide for Integrated Application of the Industrial Internet and the Construction Machinery Industry”. In order to further deepen the integrated and innovative application of the industrial Internet in the construction machinery industry and promote mature models of experience, the document is now being issued to you. Your organization is invited to guide relevant enterprises and institutions to carry out industrial Internet construction and application practices based on industry characteristics, accelerate digital transformation, and promote high-quality development.

The three major short video platforms, WeChat, Douyin, and Kuaishou, have taken steps one after another to collectively rectify illegal micro-dramas

Over the past few days, multiple platforms have successively issued announcements on cracking down on illegal mini-dramas. Among them, Douyin has disposed of the largest number of illegal short dramas. On November 15, according to information from the China Internet Audiovisual Program Service Association, starting in late November 2022, the State Administration of Radio, Film, and Television made intensive use of 3 months to organize and carry out special rectification work on “mini-program” online mini-dramas, which achieved positive results.

Macau's gross domestic product increased 116.1% year on year in the third quarter of this year

Data released by the Statistics and Census Bureau of the Macao Special Administrative Region on the 17th showed that in the third quarter of this year, the gross domestic product of Macao increased by 116.1% year on year in real terms. Meanwhile, overall private consumption expenditure in Macau increased by 29.6% year-on-year in the third quarter, which is even faster than in the second quarter. Furthermore, the number of inbound visitors to Macau in the third quarter increased by 8.2 times year-on-year to 8.282,000, equivalent to 83.5% of the same period in 2019.

Lenovo (00992) released the world's first 27-inch 4K naked eye 3D display

At the 20th anniversary event of Lenovo ThinkVision and ThinkCentre on the 17th, Lenovo unveiled the world's first 27-inch 4K naked eye 3D display, the Lenovo ThinkVision 27 3D. The display's switchable cylindrical lens technology realizes 2D and 3D compatibility and free switching, real-time eye tracking technology achieves seamless and more natural 3D effects, and the built-in “3D engine” enables the 3D Explorer platform to be plug-and-play without using PC computing power.

Jinyu Group (02009): Plans to sell Easyhome's 628 million shares for 2,232 billion yuan and will directly hold 10% of Easyhome's shares

Jinyu Group announced that the company plans to use its own capital to transfer 628,728,827 shares of Easyhome, a listed company on the Shenzhen Stock Exchange, held by Beijing Easyhome Investment Holding Group Co., Ltd. with its own capital. The transfer price is 3.55 yuan (RMB) per share (RMB), and the total transaction amount is 2,232 billion yuan. After the transaction is completed, the company will directly hold 10% of Easyhome's shares. In the future, the two sides will give full play to the product advantages, resource advantages and market advantages of their respective industrial systems and carry out in-depth cooperation in the fields of store operation, real estate development, assembly business, property management, digital transformation, and logistics delivery network construction.

CDK4/6 inhibitors may enter the health insurance negotiation process, Xiansheng Pharmaceutical (02096) and Novartis appeared at the national talks

The reporter noticed at the site of the 2023 national health insurance negotiations that Novartis and Xiansheng Pharmaceutical showed up at the health insurance negotiation site in the afternoon. At around 15:00, representatives of Xiansheng Pharmaceutical slowly walked down the stairs from the negotiation room on the second floor. The business representatives smiled and seemed quite satisfied with the outcome of the negotiations. According to the reporter's understanding, Xiansheng Pharmaceutical participated in the national talks for the first time this year, namely the CDK4/6 inhibitor tralacil hydrochloride for injection and the novel coronavirus drug sennotevir tablet/ritonavir tablet combination package. Due to today's intensive negotiations on anticancer drugs, and since Novartis also has a CDK4/6 inhibitor, rebosilib, entered the formal review list, the two companies today may include these two types of CDK4/6 inhibitors. Earlier, senior management of Xiansheng Pharmaceutical stated at the performance conference that tralacil “will fully participate in this year's health insurance negotiations.”

[Individual stocks cleared]

Yidu Technology (02158): Huawei Shengteng All-in-One Computing Machine Participant

At the WAIC 2023 conference, Huawei and four partners jointly released Shengteng's integrated AI big model training solution. This solution can seamlessly switch between big model training and inference processes, and supports customers to use it right out of the box without the need for secondary hardware adaptation. By deeply optimizing the underlying hardware facilities of computing power, large models, and application development platforms, Huawei's large model all-in-one machine makes the performance of its AI GPU comparable to that of the Nvidia A100.

According to forecasts, between 2023 and 2027, the number of government-side PCs is expected to be between 33 and 34 million, while the penetration rate of PCs connected to large models is expected to reach 30%. Assuming that the unit price of an AI all-in-one machine is 1.8 million yuan and the maximum concurrent capacity is 40 units, it is estimated that the market size of the government-side AI all-in-one machine will reach 459 billion yuan. Furthermore, due to the high cost of AI engineering development, it is difficult for many small to medium manufacturers to bear, so using an all-in-one machine can lower the threshold for small and medium-sized manufacturers to start an AI business.

The development and manufacture of the Huawei Ascend all-in-one machine requires that the partner has the ability to use large model algorithms, and has Huawei's cooperation qualifications and cooperation time (more than half a year). At present, a number of companies have cooperated with Huawei to launch related all-in-one products. This series of initiatives shows that Huawei has strong technical strength and industry cooperation capabilities in integrating AI models, and will provide users with an efficient and convenient AI application experience.

Yidu Technology is a leader in China's medical intelligence industry. According to the FY23 report, the company ranked first in market share in China's overall medical intelligence market, medical institution and regulatory agency segments, and China's emerging medical intelligence enterprise segments. On September 21, 2023, at the Huawei Full Connectivity Conference 2023, Yidu Technology teamed up with Shengteng AI to launch a large-scale model training all-in-one solution. Ms. Gong Rujing, Chairman and Founder of Yidu Technology, and Dr. Yan Jun, CTO and Chief Artificial Intelligence Scientist of Yidu Technology, were invited to attend the conference.

Yidu Technology's YiduCore is its core algorithm, which enhances medical data processing, knowledge insight, and operational service capabilities, and realizes efficient integration and application of distributed data. The big data platform and solution sector targets mainly hospitals, other medical institutions and regulators. As of March 31, 2023, Yidu Technology's “medical intelligence brain” yiduCore has covered more than 1,500 hospitals, of which the total number of leading research hospital customers has increased to 88, and the number of regulators and customers has increased to 34.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
    Write a comment