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每日牛股追蹤 | 港股有10只股票創新高,新東方在線(01797)大漲31.47%,近一年漲幅達683.33%

截至9月6日收盤,港股有10只股票創新高,分別爲新東方在線(01797)、越秀地產(00123)、中遠海能(01138)、華潤醫藥(03320)、華電國際電力股份(01071)、中國神華(01088)、中國財險(02328)、中煤能源(01898)、兗礦能源(01171)、伊泰煤炭(03948)。(注:統計港股市場上市值>100億港元、成交額>1000萬港元,上市時間>1個月的股票)

新東方線上(01797)盤中最高觸達37.6港元,創52周新高,近一年漲幅683.33%。該股收盤上漲31.47%,報37.6港元。據京東物流官方發佈的消息,近日,京東物流與東方甄選達成合作,東方甄選借助京東物流商流物流一體的供應鏈解決方案以及覆蓋全國的高效物流配送網路,實現自營產品同城訂單即日達或次日達,跨省訂單可在72小時送達,實現更短的送達時效,更優的服務體驗。

越秀地產(00123)盤中最高觸達10.5港元,創歷史新高,近一年漲幅51.76%。該股收盤上漲4.31%,報10.4港元。國金證券最新研報認為優質房企已有企穩復蘇趨勢,供貨充足疊加政策利好,銷售拐點基本確立,當前正是佈局的好時機。

中遠海能(01138)盤中最高觸達7.23港元,創52周新高,近一年漲幅139.73%。該股收盤上漲4.09%,報7.12港元。瑞信報告中稱,基於美國出口增加及燃油價格下調,公司超大型原油船(VLCC)的盈利有所恢復,管理層相信在低石油庫存、迎來更強勁的第四季情況下,公司復蘇勢頭持續,而在供應更緊張及延長航行距離下,公司的成品油運輸業務應保持強勁。

華潤醫藥(03320)盤中最高觸達5.75港元,創52周新高,近一年漲幅44%。該股收盤上漲3.42%,報5.74港元。公司公佈,下屬公司華潤雙鶴與真實生物合作的阿茲夫定片獲得河南省藥品監督管理局頒發的《藥品生產許可證》B證。

華電國際電力股份(01071)盤中最高觸達3.65港元,創52周新高,近一年漲幅63.33%。該股收盤上漲1.99%,報3.59港元。9月5日公司在業績說明會上表示公司將按照國家要求進一步提高長協覆蓋率,隨著國家保供政策的逐步落實,電煤供需情況也會逐步改善,電煤價格有望回落,此外,煤炭價格下跌對於公司運營成本方面影像上,公司表示,運營最大成本為燃料成本,煤炭價格下跌有利於降低公司運營成本,有利於經營業績改善。

中國神華(01088)盤中最高觸達26.5港元,創歷史新高,近一年漲幅91.5%。該股收盤上漲1.17%,報26.05港元。

中國財險(02328)盤中最高觸達8.84港元,創52周新高,近一年漲幅35.75%。該股收盤上漲0.69%,報8.78港元。花旗發佈研究報告稱今年上半年國內財產和意外保險整體業績強勁,尤其中國財險承保利潤創歷史新高。相信隨著政府政策支持,汽車銷售上升,財產和意外保險業務將在下半年復蘇,重申中國財險為國內保險行業首選。

中煤能源(01898)盤中最高觸達7.8港元,創52周新高,近一年漲幅71.17%。該股收盤上漲0.52%,報7.73港元。

兗礦能源(01171)盤中最高觸達36.5港元,創歷史新高,近一年漲幅248.85%。該股收盤上漲0%,報35.45港元。中信證券認為,預計煤炭行業景氣三季度還將維持高位,四季度還有進一步的擴張,煤炭板塊業績大幅增長,股息率預期也在提升,在此背景下,低估值、有增長邏輯的煤炭龍頭公司未來發展值得期待。

伊泰煤炭(03948)盤中最高觸達13.16港元,創52周新高,近一年漲幅161.16%。該股收盤上漲0%,報12.7港元。

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