每(mei)經(jing)記者｜孔澤思    每(mei)經(jing)編輯｜魏文(wen)藝    

丨2024年7月30日(ri) 星期二丨

市場要聞

NO.1 2023年港交所ESG相關債券集資2720億港元

近(jin)年(nian)(nian)來，在(zai)香(xiang)港發(fa)行的(de)(de)(de)綠(lv)色(se)(se)和可持續債(zhai)(zhai)務(wu)(wu)的(de)(de)(de)融資及貸款(kuan)額(e)(e)持續擴大。數據顯示，2023年(nian)(nian)港交所與ESG相關(guan)債(zhai)(zhai)券(quan)集(ji)(ji)資額(e)(e)表現相當亮(liang)眼，在(zai)當年(nian)(nian)于港交所上市(shi)(shi)的(de)(de)(de)222只新(xin)(xin)債(zhai)(zhai)務(wu)(wu)證券(quan)中(zhong)，共有(you)71只ESG相關(guan)債(zhai)(zhai)券(quan)新(xin)(xin)上市(shi)(shi)，總集(ji)(ji)資額(e)(e)達2720億港元(yuan)。今年(nian)(nian)一(yi)(yi)季度，港交所有(you)24只ESG相關(guan)債(zhai)(zhai)券(quan)新(xin)(xin)上市(shi)(shi)，總集(ji)(ji)資額(e)(e)340億港元(yuan)。香(xiang)港特區政府財經事務(wu)(wu)及庫(ku)務(wu)(wu)局局長許正宇近(jin)日表示，香(xiang)港特區政府采取一(yi)(yi)系列措(cuo)施推動(dong)綠(lv)色(se)(se)金(jin)融發(fa)展，包(bao)括發(fa)布了愿(yuan)景(jing)宣(xuan)言，計劃今年(nian)(nian)底推出香(xiang)港適(shi)當地(di)采納國(guo)際可持續標準理事會準則的(de)(de)(de)路線圖。

點評：ESG重要性凸(tu)顯，其背后的經濟(ji)價(jia)值也與日俱增。

NO.2 超百家企業排隊沖刺港股IPO

今(jin)年以來(lai)，遞表(biao)申報港股(gu)(gu)上市(shi)的(de)企(qi)業(ye)有(you)所增多，目前超(chao)百家企(qi)業(ye)排(pai)隊(dui)沖刺港股(gu)(gu)IPO。據Wind統(tong)計，截至(zhi)7月26日，有(you)105家企(qi)業(ye)的(de)港股(gu)(gu)IPO申請仍在有(you)效期內，處(chu)于“排(pai)隊(dui)中(zhong)”的(de)狀態。上述企(qi)業(ye)中(zhong)，有(you)69家企(qi)業(ye)為2024年首次遞表(biao)，這(zhe)些(xie)(xie)“新面孔”占比達65.71%。有(you)業(ye)內人士(shi)表(biao)示，過去由于存在估值低或流動性差等(deng)原因，部分人不太(tai)看好港股(gu)(gu)IPO，但目前港股(gu)(gu)的(de)這(zhe)些(xie)(xie)問題正(zheng)在明顯得(de)到改(gai)善(shan)，全球主要市(shi)場IPO都在放緩，A股(gu)(gu)IPO大幅下降，港股(gu)(gu)IPO市(shi)場的(de)熱度(du)在持續走高。

點評：港股流動性(xing)與估(gu)值不斷恢復，也(ye)利(li)好企業IPO。

港股行情

7月29日，港股(gu)兩大指數震蕩走強，恒(heng)生(sheng)指數收(shou)漲1.28%，恒(heng)生(sheng)科技指數收(shou)漲0.66%。市場股(gu)票呈漲多跌少態(tai)勢。

盤面上(shang)，加密貨幣(bi)、教(jiao)育、石油、內銀(yin)、燃氣和港口運(yun)輸等行業或概念漲(zhang)幅居前。其(qi)中，加密貨幣(bi)概念股(gu)(gu)持(chi)續活躍，藍港互動漲(zhang)超8%，新火(huo)科技控(kong)股(gu)(gu)漲(zhang)超7%，美(mei)圖公司漲(zhang)超6%；教(jiao)育股(gu)(gu)持(chi)續走高，希教(jiao)國際控(kong)股(gu)(gu)漲(zhang)超8%，天立國際控(kong)股(gu)(gu)、卓(zhuo)越教(jiao)育集(ji)團均漲(zhang)超5%；科網股(gu)(gu)多數(shu)上(shang)漲(zhang)，阿里巴巴、東方甄選均漲(zhang)超4%，小米集(ji)團漲(zhang)近(jin)3%，嗶哩嗶哩、百度(du)集(ji)團、快手、京東集(ji)團和騰訊控(kong)股(gu)(gu)均漲(zhang)超1%。

港股看點

NO.1 多家建筑央企第二季度主要經營數據出爐

7月29日晚間，中(zhong)(zhong)國(guo)(guo)(guo)中(zhong)(zhong)鐵（HK00390，股(gu)(gu)價(jia)(jia)3.74港元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)）、中(zhong)(zhong)國(guo)(guo)(guo)鐵建(jian)(jian)（HK01186，股(gu)(gu)價(jia)(jia)5.03港元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)）和中(zhong)(zhong)國(guo)(guo)(guo)交通(tong)建(jian)(jian)設(she)（HK01800，股(gu)(gu)價(jia)(jia)4.53港元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)）公布第(di)二(er)季(ji)度(du)主要經營數據。中(zhong)(zhong)國(guo)(guo)(guo)中(zhong)(zhong)鐵第(di)二(er)季(ji)度(du)新簽(qian)合(he)(he)(he)同(tong)(tong)(tong)(tong)(tong)金(jin)額(e)(e)(e)4568.6億(yi)(yi)(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)，本年(nian)(nian)(nian)累計新簽(qian)合(he)(he)(he)同(tong)(tong)(tong)(tong)(tong)額(e)(e)(e)1.08萬(wan)億(yi)(yi)(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)，同(tong)(tong)(tong)(tong)(tong)比(bi)下降15.3%。中(zhong)(zhong)國(guo)(guo)(guo)鐵建(jian)(jian)第(di)二(er)季(ji)度(du)新簽(qian)合(he)(he)(he)同(tong)(tong)(tong)(tong)(tong)額(e)(e)(e)5499.321億(yi)(yi)(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)，本年(nian)(nian)(nian)累計新簽(qian)合(he)(he)(he)同(tong)(tong)(tong)(tong)(tong)額(e)(e)(e)1.1萬(wan)億(yi)(yi)(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)，同(tong)(tong)(tong)(tong)(tong)比(bi)下降19.02%。中(zhong)(zhong)國(guo)(guo)(guo)交通(tong)建(jian)(jian)設(she)上半年(nian)(nian)(nian)新簽(qian)合(he)(he)(he)同(tong)(tong)(tong)(tong)(tong)額(e)(e)(e)9608.67億(yi)(yi)(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)，同(tong)(tong)(tong)(tong)(tong)比(bi)增(zeng)長(chang)8.37%，完成年(nian)(nian)(nian)度(du)目標(biao)的48%。此前，中(zhong)(zhong)國(guo)(guo)(guo)建(jian)(jian)筑也發(fa)布了經營簡(jian)報，公司(si)上半年(nian)(nian)(nian)新簽(qian)合(he)(he)(he)同(tong)(tong)(tong)(tong)(tong)額(e)(e)(e)2.48萬(wan)億(yi)(yi)(yi)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)，同(tong)(tong)(tong)(tong)(tong)比(bi)增(zeng)長(chang)10%。

NO.2 福耀玻璃上半年凈利潤同比增長23.35%

7月29日晚間，福耀(yao)玻璃（HK03606，股(gu)價41.25港(gang)元）發布業績快報，2024年上半(ban)年公司(si)實現(xian)營(ying)業收入183.4億元，同(tong)(tong)比增(zeng)長22.01%；實現(xian)歸屬于上市公司(si)股(gu)東的凈利潤34.99億元，同(tong)(tong)比增(zeng)長23.35%；基(ji)本每(mei)股(gu)收益1.34元。

NO.3 申洲國際委任兩名高管

7月(yue)29日(ri)晚間，申(shen)洲國際（HK02313，股價64.25港元(yuan)）公告稱，執(zhi)(zhi)(zhi)行(xing)(xing)董(dong)事(shi)兼(jian)總(zong)經理(li)黃(huang)關林獲委任(ren)為公司總(zong)裁并調任(ren)聯(lian)席(xi)(xi)首(shou)席(xi)(xi)執(zhi)(zhi)(zhi)行(xing)(xing)官(guan)(guan)，將主(zhu)要負(fu)責(ze)集團(tuan)(tuan)運營業務(wu)，并且執(zhi)(zhi)(zhi)行(xing)(xing)董(dong)事(shi)一職保持不(bu)(bu)變(bian)，8月(yue)1日(ri)起生(sheng)效。此外，執(zhi)(zhi)(zhi)行(xing)(xing)董(dong)事(shi)馬仁和獲委任(ren)為公司總(zong)裁兼(jian)聯(lian)席(xi)(xi)首(shou)席(xi)(xi)執(zhi)(zhi)(zhi)行(xing)(xing)官(guan)(guan)，將主(zhu)要負(fu)責(ze)集團(tuan)(tuan)海外業務(wu)的拓展，重視在海外的生(sheng)產布局和加強海外工廠的管理(li)，并且執(zhi)(zhi)(zhi)行(xing)(xing)董(dong)事(shi)一職保持不(bu)(bu)變(bian)，8月(yue)1日(ri)起生(sheng)效。

封面圖片來源(yuan)：每(mei)經制(zhi)圖