Rare skyrocketing! Hong Kong financial stocks soared

A good news came.

The A-share market adjusted as a whole this morning, with the Shanghai Composite Index falling 0.22%. Recently, the concept of synthetic biology in the A-share market has been hotly speculated, with many related concept stocks rising continuously, and some stocks continuing to rise and falling.

The Hong Kong stock market showed a clear divergence this morning, with the Hang Seng Index rising more than 1% in the morning, and many financial and real estate stocks in the Hong Kong stock market soaring, but at the same time, the overall trend of technology stocks was weak.

On the news side, recently, a news about the dividend tax to be paid by mainland individual investors investing in Hong Kong stocks or being considered for reduction and exemption has been rapidly circulating in the industry. However, as of press time, this matter has not been officially confirmed.

The overall adjustment of the A-share market

The A-share market adjusted as a whole this morning, and as of the end of the morning, the Shanghai Composite Index fell 0.22%, the Shenzhen Component Index fell 0.86%, and the ChiNext Index fell 1.16%.

In terms of industry sectors and tracks, the real estate and financial sectors closed significantly higher in the morning, of which the real estate sector as a whole has risen by about 2%, and many stocks hit the daily limit.

Sectors such as public utilities, agriculture, forestry, animal husbandry and fishery also performed better.

The TMT track was obviously in a correction in the morning, and most related sectors were among the top decliners.

As of the close of the morning, the number of falling stocks in the A-share market was significantly more than the number of rising stocks, and northbound funds sold a net of 6.76 billion yuan in the morning half a trading day.

The concept of synthetic biology is hotly speculated: some companies with 8 consecutive boards of related companies are alerted to risks

Recently, the concept of synthetic biology in the A-share market has been hotly speculated, with a number of related concept stocks rising continuously, and some stocks continuing to rise and falling, among which the most prominent stock price performance is Azure Biology.

Market data shows that this morning, the stock rushed up the limit again in intraday, which is the eighth consecutive trading day that the stock has touched the daily limit. However, the price limit was later opened, and as of the end of the morning, the stock was up 4.82%.

Blue Biotech issued an announcement on serious abnormal fluctuations in stock trading last night, saying that the deviation of the daily closing price increase of the company's shares in 10 consecutive trading days (April 25, 2024 to May 9, 2024) exceeded 100%, which is a serious abnormal fluctuation in stock trading according to the relevant provisions of the "Shanghai Stock Exchange Trading Rules". The short-term increase of the company's shares is significantly higher than that of the Shanghai Composite Index in the same period, and there is a situation where market sentiment is overheated, and there may be irrational speculation.

Blue Biotech said that recently, the company has paid attention to the relevant reports on "synthetic biology" published on the Internet and some media. The company's main business is the research and development, production and sales of enzyme preparations, microecological preparations and animal health products. According to the company's 2023 annual report, the revenue of enzyme preparations is 441.4485 million yuan, accounting for 37.49% of the main business income; the revenue of microecological products was 237.1405 million yuan, accounting for 20.14% of the main business income; the income of animal health products was 297.23 million yuan, accounting for 25.24% of the main business income; The income of other products was 201.6028 million yuan, accounting for 17.12% of the main business income.

The company's announcement also said that the company has only set up one synthetic biotechnology innovation laboratory in the field of synthetic biology, which is mainly used for the research and development of functional proteins for feed and sweeteners for food. However, the laboratory reserves few R&D projects, small investment amounts, and small professional allocation, and is still in the early stage of strain laboratory research and development, and there is still a big gap from large-scale amplification, and it does not have the conditions for industrialization. The production of synthetic biology products involves production processes such as separation and purification, and the purification process is difficult, and the company does not currently have this process, which needs to be further developed. At the same time, the future of the product may also involve registration and regulatory approval, product selection and marketing, etc., which has a long cycle, great difficulty, and significant uncertainty in commercialization. It is not expected to have a significant impact on the company's operations for a long time. In addition, the company is not involved in R&D investment in other synthetic biology fields.

After adjusting for 3 trading days, Boen Group rose sharply again this morning, hitting the intraday limit.

According to the 2023 annual report disclosed by Boen Group not long ago, during the reporting period, the company was awarded the Key Laboratory of Feed Synthetic Biotechnology of the Ministry of Agriculture and Rural Affairs, which is the only key laboratory of feed synthetic biotechnology among enterprises in the agricultural field in China. R&D and application of feed biological fermentation technology and biological fermentation feed product R&D and application. Through the construction and operation of key laboratories, the company will realize continuous R&D and innovation of technology, solve key technical problems, accelerate the transformation and industrialization of achievements, focus on cultivating R&D talents, and improve China's traditional feed industry through biotechnology based on synthetic biology.

Hong Kong stocks are divided: financial and real estate stocks soar and technology stocks are generally weak

The Hong Kong stock market showed a clear divergence this morning.

The Hang Seng Index rose more than 1% in the morning, but the Hang Seng Index Technology Index fell significantly in the morning, and the difference between the two indexes was more than 2 percentage points.

In the Hong Kong stock market, mainland financial stocks are now soaring collectively, of which the Hong Kong stocks of China Construction Bank rose by more than 6%, and the Hong Kong stocks of Industrial and Commercial Bank of China, Ping An of China, Chinese Life and other companies also rose by more than 4%.

Stocks on the Hong Kong Stock Exchange opened higher, rising more than 8% at one point during the session. Recently, a news about the dividend tax to be paid by mainland individual investors investing in Hong Kong stocks or being considered for reduction and exemption has been rapidly circulating in the industry. However, as of press time, this matter has not been officially confirmed.

Hong Kong stocks and domestic real estate stocks also soared collectively. Shimao Group rose by 60% at one point, South China City rose by more than 30% intraday, and Agile Group rose by more than 16% intraday.

According to the announcement recently issued by Agile Group, the total pre-sale amount of the Company and its subsidiaries (the Group), together with the Group's joint ventures and associates, as well as the real estate projects managed by the Group and sold under the "Agile" brand (Agile Projects) in April 2024, amounted to RMB1.19 billion, corresponding to a gross floor area of 87,000 square meters, and the average price per square meter was RMB13,640.

According to Agile Group, for the four months ended April 30, 2024, the total pre-sale amount of the Group, together with the Group's joint ventures and associates and the Agile Project, was RMB6.55 billion, corresponding to a gross floor area of 465,000 square meters, and the average price was RMB14,095 per square meter.

Editor-in-charge: Ye Shuyun

Proofreading: Wang Chaoquan

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