UTO財經|菲一般講股 | 藺常念： 中國3月份官方製造業指數跌破50點，顯示製造業收縮，港股下挫。每日報告(31/3/2022)

UTO財經|菲一般講股 | 藺常念： 中國3月份官方製造業指數跌破50點，顯示製造業收縮，港股下挫。每日報告(31/3/2022)

星期四港股開市微升，藍籌股窄幅上落。恆生指數開市升30點，國企指數升6點，科技指數升23點。友邦保險升1.82%，為升中腷最大藍籌股，令指數升20點。阿里巴巴升0.88%，令指數升14點。相反，中海油跌2.7%，令指數跌10點。申洲國際跌4.5%，為跌幅最大藍籌股，令指數跌9點。A股開市跌11點。港股開市後由升轉跌，權重股跌幅擴大，美團跌2.8%，令指數跌28點。阿里巴巴跌1.7%，令指數跌26點。藥明生物跌3.6%，令指數跌18點。中國官方3月份製造業指數跌破50點至49.5，顯示製造業收縮，消息令到港股大幅下挫，恆生指數跌3百多點。美團跌3.8%，令指數跌38點。阿里巴巴跌3.2%，令指數跌32點。藥明生物跌4.4%，令指數跌21點。思摩爾2021年度盈利升44%，但首季有負面消息，股價急跌13%。內房股造好，港交所容許內房公佈未審計報告，龍湖升2.8%，碧桂園升1%。中國海外升1.9%，佳兆業和中鐵五局合作，升13%。美國證監再把5間中概股列入預告除牌名單包括香港上市的百度等。百度跌4%，微博跌1.2%，百濟神州跌2.8%。A股上午收市跌3點。恆生指數最低跌至21922點，跌310點。上午收市前跌幅收窄，上午收市恆生指數跌179點，國企指數跌51點，科技指數跌58點，成交511億元。

下午港股跌幅略為擴大，恆生指數跌2百多點。藥明生物跌7.5%，令指數跌37點。美團跌3.2%，令指數跌32點。阿里巴巴跌1.9%，令指數跌29點。騰訊跌1.48%，令指數跌19點。申洲國際跌7%，令指數跌14點。港交所跌1.33%，令指數跌12點。相反內銀股造好，建設銀行升2%，令指數跌26點。工商銀行升1.5%，令指數跌10點。中國銀行升1.3%，令指數跌6點；招商銀行升1%。科技股普遍下跌，比亞迪電子跌6%，阿里健康跌4.6%，京東健康跌4.5%，百度跌4.2%。汽車股下跌，吉利跌3%，理想汽車跌5.8%，小鵬汽車跌4%，長城汽車跌6.4%。美國將大量釋放戰略石油儲備，石油股下跌。 中石油跌0.5%，中海油跌2.16%。醫藥股下跌，康方生物跌13%，信達生物跌11%，開拓藥業跌10%，海吉亞醫療跌10%。A股收市跌14點。下午恆生指數最低跌至21938點，跌294點，收市前跌幅收窄，恆生指數收市跌235點，國企指數跌83點，科技指數跌64點，成交1024億元。

 

 

Daily report

China’s official March PMI fell below 50, showing contraction. Hong Kong market fell.

The market opened higher on Thursday. Blue chips were range bound. Hang Seng index rose 30 points. H share index rose 6 points and technology index rose 23 points. AIA rose 1.82% to lead the gainers for 20-point gain. Alibaba rose 0.88% for 14-point gain. On the other hand, CNOOC lost 2.7% for 10-point loss. Shenzhou International lost 4.5% to lead the losers for 9-point loss. A shares opened down 11 points. The market feel further after opening as blue chips fell further. Meituan lost 2.3% for 23-point loss. Alibaba lost 1.7% for 26-point loss. Wuxi Biologics lost 3.6% for 18-point loss. CNOOC lost 3.2% for 14-point loss. Tencent lost 1.26% for 15-point loss. Shenzhou International lost 6% for 12-point loss. China’s March PMI fell below 50, into contraction. The market fell sharply on the news. Hang Seng index lost more than 300 points. Meituan lost 3.8% for 38-point loss. Alibaba lost 2.3% for 32-point loss. Wuxi Biologics lost 4.4% for 21-point loss. Tencent lost 1.6% for 21-point loss. Smoore reported trouble in first quarter. Share price fell 13%. Mainland developers rose. Longfor rose 2.8%. Country Garden rose 1%. China Overseas Land rose 1.9%. Kaisa announced cooperation with China Rail no. 5 division. Share price rose 13%. SEC placed four Chinese listed companies on the delist list including Baidu. Baidu lost 4%. Weibo lost 1.2%. Beigene lsot 2.8%. A shares closed the moring down 3 points. Hang Seng index fell to a low of 21922, down 310 points. However, the market recovered from the nadir. Hang Seng index closed the morning down 179 points, H share index down 51 points and technology index down 58 points. Turnover was $51.1 billion.

The market fell further slightly in the afternoon. Hang Seng index lost more than 200 points. Wuxi Biologics lost 7.5% for 37-point loss. Meituan lost 3.2% for 32-point loss. Alibaba lost 1.9% for 29-point loss. Tencent lost 1.48% for 19-point loss. Shenzhou lost 7% for 14-point loss. HK Exchanges lost 1.33% for 12-point loss. On the contrary, Mainland banks rose against the market. CCB rose 2% for 26-point gain. ICBC rose 1.5% for 10-point gain. BOC rose 1.3% for 6-point gain. CM Bank rose 1%. Technology stocks mostly fell. BYD Electronics lost 6%. Ali Health lost 4.6%. JD Health lost 4.5%. Baidu lost 4.2%. Auto stocks fell. Geely lost 3%. Li Auto lost 5.8%. XPeng lost 4%. Great Wall Motor lost 6.4%. The USA will release huge amounts of its strategic oil reserve. Oil stocks fell. Petrochina lost 0.5%. CNOOC lost 2.16%. Pharmaceutical shares fell sharply. Akeso lost 13%. Innovent lost 11%. Kintor Pharm lost 10%. Hygeia lost 10%. A shares closed down 14 points. The market recovered some of the loss. Hang Seng index closed down 235 points, H shares index down 83 points and technology index down 64 points. Turnover was $102.4 billion.

藺常念

(智易東方證券有限公司行政總裁)
香港及國際最資深的股票評論家之ー，擁有美國明尼蘇達大學學士，威爾遜院士榮譽及工商管理碩士學位。

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