Lates News

CITIC Securities stated that the performance of Hong Kong stocks in the first half of 25H1 has stabilized, achieved positive growth, and maintained a high level of net profit margin and ROE, with stable operating efficiency. In terms of industry, the technology, pharmaceutical, and raw materials sectors are providing strong support for the performance of Hong Kong stocks in the first half of the year, and the performance of non-banking and some consumer industries is also improving. However, there is still pressure on the performance of the energy, utilities, real estate industry chain, and most consumer industries. Combined with the performance expectations before and after the disclosure of financial reports, the outlook for the performance of Hong Kong stocks is positive, and it is estimated that the performance growth of Hong Kong stocks in 25H2 will reach a turning point. It is expected that the raw materials, healthcare, and technology sectors will continue to maintain strong prosperity, while some sectors with low prosperity in the first half of the year, such as energy and essential consumption, are expected to see a performance turnaround in the second half of the year. In the bull market of Hong Kong stocks driven by liquidity so far, sectors with good fundamental expectations will continue to attract market attention.