Shen Wan Hongyuan: Hang Seng Index sees support on the 50-day average line on Wednesday

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On Wednesday, the Hang Seng Index opened 34 points lower in the morning and was forced to continue to decline. The maximum decline was 189 points to the lowest point of 25199 points in the whole day. Then the A-shares in the Mainland followed the rise and the increase in the afternoon rose to 25559 points. After that, it maintained fluctuations around 25,500, and finally closed at 25,521 points, up 132 points or 0.52%. The China Enterprises Index closed at 10,380 points, up 74 points or 0.73%. The turnover of the whole day fell back to 84.3 billion yuan.

Market forecast: The Fed’s record of last month’s meeting on interest rates announced yesterday that the authorities plan to reduce the size of the balance sheet during the year. Although there are differences in the timing of the reduction, the members of the general meeting believe that even if there is downward pressure on short-term inflation, Local economic growth should support inflation to rise to more than 2% in the long run, so maintain the pace of interest rate hikes. After the announcement of the meeting, there was no obvious support for the US stocks. The three major stock indexes developed individually, but the technology stocks rebounded after falling for three consecutive days, supporting the rebound of the Nasdaq. It is expected that US stocks will continue to rise until the employment data of last month is released on Friday. The Hong Kong and China stock markets rebounded yesterday. The local HSI fell below the 50-day moving average and saw a rebound. Individual auto and resource stocks supported the market to rebound. Tencent (0700) also saw support at HK$265. It is expected that the HSI will continue this week. 25400 to 25800 level 徘徊.

Operational data: Sunac China (1918) announced that in the first half of this year, contracted sales reached 111.84 billion yuan, up 89% year-on-year; contracted sales area was about 5.954 million square meters, and contracted sales average price was about 18,800 yuan per square meter. . In June, the contracted sales amounted to 28.54 billion yuan, which was doubled year-on-year; the contracted sales area was about 1.502 million square meters, and the contracted sales average price was about 19,000 yuan per square meter; the newly-added sales amount was 29.12 billion yuan, up 1.16 year-on-year. Times. BCL (2868) announced that the total contracted sales amount in the first half of this year was 24.51 billion yuan, up 50.46% year-on-year. In June alone, the contracted sales amount was 5.6 billion yuan, down 1.23% year-on-year. Gemdale Commercial (0535) announced that in the first six months of this year, the cumulative contracted sales amounted to approximately 22.608 billion yuan, up 3.05 times year-on-year; the total sales area was approximately 1.193 million square meters. The total sales of single-month contracts in June was about 6.332 billion yuan, up 3.45 times year-on-year; the total sales area was about 359,000 square meters. Kaisa (1638) announced that the total contracted sales in June was approximately 8.195 billion yuan, up by 1.86 times year-on-year; the contracted construction area was approximately 458,800 square meters, up by approximately 53.5% year-on-year; the average selling price per square meter was approximately RMB 17,900 , an increase of about 86.4% year-on-year.

Corporate News: Beijing Automotive (1958) announced that it plans to increase investment in Beijing Benz with Daimler and Daimler Greater China, with a total investment of approximately RMB 5 billion, which will be used to produce pure electric vehicles and build new energy. Automotive localization battery production and research and development capabilities. The company pointed out that this cooperation will further deepen the strategic cooperation between BAIC and Daimler and give full play to the advantages of both sides, laying a good foundation for Beijing Benz to become an important production base for pure electric vehicles in China in the future. Yin Shilai (1616) announced that it will sell the entire share capital of Lixun for more than 145 million yuan. Lixun and its subsidiaries mainly produce small jacquard fabrics in China, which are used in the manufacture of a wide range of home textile products such as bedding products, as well as garments such as ready-to-wear garments. Textile products. The company expects that the net proceeds from the sale will be approximately RMB 144 million and will be used for general working capital and future business development. It is expected that the transaction will record a revenue of 10.5 million yuan.

US Market Summary

The sharp drop in oil prices dragged down the stock market, and the three major indexes of US stocks developed separately.

On Wednesday, the three major US stock indexes developed separately. The international oil price drop dragged down the energy stocks. The Dow Jones Industrial Average fell, and the technology stocks rebounded, driving the Nasdaq index to close. The Dow Jones Industrial Average closed down 1 point or 0.01% to 21,478 points. The Standard & Poor's 500 Index closed 3 points or 0.15% higher at 2432 points. The Nasdaq Composite Index closed 40 points or 0.67% higher at 6150 points.

US factory orders fell 0.8% month-on-month in May: The US Commerce Department announced that factory orders fell 0.8% month-on-month in May, which was 0.5% lower than market expectations; factory orders, excluding transportation, fell 0.3% month-on-month. After the revised durable goods orders in May, the monthly decline was 0.8%, and the previous value was down by 1.1%. The durable goods orders excluding transportation were revised to increase by 0.3% month-on-month, with the previous value increasing by 0.1%. In addition, the final value of durable goods orders deducted from national defense in May decreased by 0.3% month-on-month, and the previous value decreased by 0.6%.

Commodity market summary

Worry about the effect of the production reduction agreement, the international oil price fell sharply; the demand for safe-haven rose, the price of gold rose

The Organization of Petroleum Exporting Countries (OPEC) increased its output last month. The market is worried that the production agreement will be difficult to stabilize oil prices. International oil prices fell sharply on Wednesday. New York August oil fell 1.94 US dollars or 4.1%, closing at 45.13 US dollars per barrel. Brent's September oil futures fell $1.82, or 3.7%, to $47.79 a barrel. Affected by the risk of North Korea's geopolitical risks, the demand for safe havens increased, and international gold prices continued to rise. New York's August gold futures closed up by US$2.50 or 0.2% to US$1221.70 per ounce.

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