On January 11, the three major indexes of Hong Kong stocks opened higher, with afternoon gains narrowing。By the close, the Hang Seng Index ended a four-game losing streak, closing up 1.27%, reported 16302.04; Hang Seng SOE Index closes up 1.35% at 5,494.48 points; Hang Seng Tech Index closes up 2.18%, at 3503.02 points。By the close, Hong Kong stocks rose 1,174, fell 753 and closed flat at 1,055

Hong Kong stock market on the same day, North Water turnover net sell 54.HK $2.5 billion, of which the Hong Kong Stock Connect (Shanghai) sold a net 20.HK $100 million, Hong Kong Stock Connect (Shenzhen) net sales of 34.HK $1.5 billion。

Sectors and Fundamentals

From the disk point of view, the network stocks rose, including the United States group rose more than 5%, millet rose nearly 3%, Tencent, Alibaba, beep mile up more than 2%, Jingdong rose nearly 2%, NetEase, Baidu rose nearly 1%; auto stocks rebounded, the internal housing stocks, property management stocks and lithium battery stocks rose, the semiconductor sector ushered in a rebound, pharmaceutical stocks are still strong。On the other hand, due to the spot price of coking coal correction, the previous continuous rise in coal stocks fell back, power stocks, gold stocks fell ahead。

Fundamentally, today's lithium carbonate futures prices rose sharply in the afternoon, the main 07 contract closed up 6.40% to 104,700 yuan / ton。Guangzhou Futures said that SQM's lithium mining operations in Chile were disrupted by road closures after hundreds of people in northern Chile staged protests last month over the signing of a long-term cooperation agreement between leading lithium company SQM and Chilean state-owned copper company Codelco, which blocked the Atacama salt flats on Wednesday.。To some extent, there are concerns about future damage to the supply of lithium salt in South America, which has affected futures prices to rise sharply, but for now the material impact of the event is relatively small.。

Passenger car market retail reached 235 in December 2023.30,000 units, up 8.5%, up 13.1%。Cumulative retail sales since this year 2169.90,000 vehicles, up 5.6%。In December 2023, the retail sales of the car market strengthened sharply month-on-month, and the year-end sprint of car companies and local promotion of consumption jointly promoted the market boom.。CICC noted that it expects 2227 / 26.42 million passenger cars to be licensed / wholesale in 2024, up 3.6% / 4.7%; exports exceeded 5.4 million units, up 35% year-on-year。The bank predicts that in 2024, the penetration rate of new energy vehicles may reach 46%, and the sales growth rate will reach 36%.。Head brand concentration increased, independent share reached a new high, fuel vehicle market shrank, facing greater pressure to reduce prices。In the long run, the competition will focus on scale, technology and process innovation, while testing data advantage and operational efficiency, and the knockout stage has arrived.。

The Semiconductor Industry Association (SIA) reported on Tuesday that global semiconductor revenue reached $48 billion in November, up 5 percent from a year earlier..3%, up 2.9%。Among them, China's semiconductor sales in November increased by 7.6%, leading the global rally。SIA President John Neuffer said the global semiconductor market is expected to achieve double-digit growth in 2024。In addition, Tianfeng Securities said, CES exhibition or will catalyze the semiconductor sector。As a featured theme of CES2024, artificial intelligence is expected to be a major highlight of the conference, the release of AI software and hardware solutions will promote the demand of the semiconductor industry, and the opportunities of computing power chips and edge-side AI are worthy of attention.。

Increase or decrease in institutional holdings

According to the Hong Kong Stock Exchange, on January 4, Citigroup Inc..Increase Samsonite 32.36.22 million shares, price per share 22.HK $8,706, total increase of approximately 740.HK $140,000。The latest number of shares held after the increase is about 7,261..790,000 shares, with a change in shareholding to 5%。

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