每日港股简评 年月日 大市分析 昨天，亚洲市场表现不一。由于市场预期将采取更多刺激货币措施，中国股市继续上涨。然而，货币宽松的影响将随着时间而衰减，投资者将重新关注基本面。恒生指数下跌162点至27, 741点，成交量为1, 078亿港元。值得一提的是，昨天中国出现部分复工，投资者必须留意复工是否会导致新型冠状病毒性肺炎（NCP）进一步传播。 焦点板块 ------------------------------------------------------------------------------------------------------------ 中国科技 2月9日，无锡、苏州及昆山（江苏省的主要技术及电子制造中心）开始限制湖北、浙江、广东、河南、湖南及江西省的旅客通过高速公路进入江苏省城市。尽管市政府建议恢复生产的日期尚未正式更改（即大多数省份为2月10日），但技术供应链中一些公司已推迟该日期。考虑到政府规定的假期延长及交通限制，市场目前估计中国科技/智能手机/电脑公司的20年第一季度估计收益下跌0至10%，而2020财政年度估计为下跌0至5%。 中国钢铁 据上海有色金属网称，由于爆发疫情，钢铁生产商的运输受到影响，交易停滞。原材料及钢材价格均有下跌。中国钢铁工业协会表示，冠状病毒的影响将集中于20年第一季度，比起生产方面，对下游需求的负面影响更大。 企业消息 ------------------------------------------------------------------------------------------------------------ 吉利汽车(175 HK) 吉利宣布，管理层正在与沃尔沃汽车AB公司的管理层进行初步讨论，以探讨通过两家公司的业务合并进行重组的可能性。合并目的是成为一家强大的全球集团，将可实现成本结构和新技术开发的协同作用，以应对未来挑战。此举亦可保留吉利、沃尔沃、领克及极星每个品牌的独特性。集团认为将合并后的业务于香港及斯德哥尔摩上市，以使其能进入资本市场。 康哲药业(867 HK) 该公司发布关于沽空机构报告的自愿性澄清声明，称杀人鲸资本于第二份报告所作出之指控与第一份报告之陈述相类似，均为基于不了解集团业务架构、可适用税收政策法规、审计流程等，根据与事实不符、不完整之信息作出的错误且具有严重误导性的推断。公司强烈否认沽空机构报告所作出之一切指控。 时代邻里(9928 HK) 该公司发布正面盈利预告，表明其2019年净利润同比增长不少于80％。该增加主要是由于：(1)在管物业建筑面积增加；(2)物业管理服务及非业主增值服务收益增加。 中国中药 (570 HK) 经广东省疫情防控指挥部组织召开专家咨询会，对透解祛瘟颗粒的临床观察结果进行评估后，彼等建议透解祛瘟颗粒能够明显改善新型冠状病毒感染肺炎(轻症)的临床症状，有减少重型肺炎发生的趋势，具有较好的临 床价值。中国中药的控股附属公司获授权生产透解祛瘟颗粒。 香港电视 (1137 HK) 其股价昨日达到三年高位。 1月份，其电子商务平台的商品总价值增长约50％，达到3.38亿港元。上个月，其每日订单量亦猛增65％。香港电视表示，越来越多香港人转向网上购物，以避免拥挤地方，这提升公司的表现。从1月至2月5日，HKTVmall网上商店向超过6.4万名顾客出售450万个口罩。 免责声明： 倘本报告中英文版本有任何歧义，概以英文版本为准。 DISCLAIMERS This Dim Sum Daily is prepared for general circulation and for information purposes only. It is not an investment research or a research recommendation, as it does not constitute substantive research or analysis. The material contained herein is intended as a general market commentary. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources believed to be reliable. However, Kim Eng Securities (HK) Ltd, its subsidiary and affiliates (collectively, “Kim Eng (HK)”) do not independently verify such information and consequently no representation is made as to the accuracy or completeness of such information. Kim Eng (HK) does not take responsibility for any loss occasioned by reliance placed upon the contents hereof. Any statements nonfactual in nature constitute only current opinions, which are subject to change at any time without prior notice. Kim Eng (HK) or its officers, directors, analysts, or employees may, to the extent permitted by law, from time to time participate or invest in financing transaction with any company mentioned herein; may have positions in securities or commodities referred to herein, and may, as principal or agent, buy and sell such securities or commodities. An employee, analyst, officer, or a director of Kim Eng (HK) may serve as a director for companies mentioned in this email. Neither the information nor opinion expressed in this email shall constitute a solicitation to buy or sell any securities. There may be instances when fundamental, technical, and quantitative opinions may not be in concert. Kim Eng (HK) may from time to time perform investment banking or other services for, or solicit investment banking or other business from, any company mentioned in this email. This Dim Sum Daily is prepared for the use of Kim Eng (HK)’s clients and may not be reproduced, altered in any way, transmitted to, copied or distributed to any other party in whole or in part in any form or manner without the prior express written consent of Kim Eng (HK) and Kim Eng (HK) accepts no liability whatsoever for the actions of third parties in this respect. There are risks inherent in international investments, which may make such investments unsuitable for certain clients. These include, for example, economic, political, currency exchange rate fluctuations, and limited availability of information on international securities. Kim Eng (HK) recommends that you obtain the advice of your Financial Advisor regarding this or other investment in order to confirm to your financial resources and risk preference.