3月27日消息,港股三大指数高开高走。截至午间收盘,恒生指数涨1.05%,报23729.33点,恒生科技指数涨1.34%,国企指数涨0.95%。盘面上,科网股普遍上涨,哔哩哔哩涨超4%,百度集团涨超3%,美团涨超2%、阿里巴巴、腾讯控股等涨超1%;乳制品整体上涨,蒙牛乳业涨超7%;生物医药板块强势,药明联合涨超7%。
乳制品整体上涨,蒙牛乳业涨超7%。国家卫生健康委决定组织开展2025年人口高质量发展研究揭榜攻关活动,研究提出进一步完善生育支持措施、加强中长期政策储备的建议。蒙牛乳业发布2024年度业绩公告,全年实现收入886.7亿元,经营利润达72.6亿元,经营利润率同比提升1.9个百分点至8.2%。另外,飞鹤12亿补贴助力人口高质量发展,推动生育友好型社会建设。
生物医药板块强势,药明合联涨超7%。国金策略研报认为,2025年港股创新药是不可错失的主线。(1)AI赋能之下,研发周期缩短、成本下降、效率提升。(2)全球医药产业投融资活动回暖,有利于创新药企融资现金流改善。(3)静待财政发力,创新药企业存在毛利率修复空间, “丙类目录”发布在即,财政或发力“社保注资”,有望催化板块估值和情绪修复。
泡泡玛特早盘表现强劲,股价涨超10%。3月26日,泡泡玛特公布了2024年财报,业绩表现远超市场预期。财报显示,2024年公司实现营收130.4亿元,同比增长106.9%;经调整净利润为34亿元,同比增长185.9%。公司毛利率提升至66.8%,较上年同期增长5.5个百分点。
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