Hong Kong stocks slip as BYD, Li Auto lead losses on EV price war, Chinese builders gain after surprise cut in lending rate

Hong Kong stocks slipped for a second day as top Chinese electric-vehicle producers slumped amid a fresh round of price wars. Some Chinese developers advanced, tempering market losses, following a record cut in a key onshore lending rate. HSBC climbed before its earnings report.

The Hang Seng Index fell 0.3 per cent to 16,104.17 at 10.55am local time. The Tech Index lost 1.1 per cent, and the Shanghai Composite Index declined 0.2 per cent.

BYD tumbled 3.2 per cent to HK$180.50, after it launched a plug-in hybrid EV model at 20 per cent below its previous version. Rival Li Auto declined 1.9 per cent to HK$122.40 and Geely Auto retreated 2 per cent to HK$7.94. Tech leaders weakened, as JD.com slid 3.2 per cent to HK$88.95 and Alibaba Group lost 0.4 per cent to HK$71.20.
The slump in EV stocks ate into early gains in the Year of the Dragon amid bets China will deliver its promise to stem a rout in the stock market with forceful measures. China’s commercial lenders on Tuesday surprisingly cut a key lending rate by more than expected, signalling renewed attempts to repair the housing market.

Longfor advanced 1.1 per cent to HK$9 while Henderson Land gained 0.2 per cent to HK$21.15 while Wharf REIC surged 2 per cent to HK$25.90.

Chinese banks lowered the five-year loan prime rate, a benchmark for pricing onshore home mortgages, to 3.95 per cent from 4.2 per cent at the monthly setting. Economists had predicted a 10-basis point cut in a Bloomberg survey. The one-year rate was unchanged at 3.45 per cent, versus forecasts for a 5-basis point reduction.

BYD launches low-price plug-in hybrid, sparking price war in China

The cut suggests Chinese authorities are worried about weak demand in the property market as home sales by top developers contracted. Prices of new homes in mainland cities slipped again last month, according to government statistics.

“There is no shortage of stabilisation measures in place so far, but they have yet to convince the market,” said Gary Ng, senior economist at Natixis. “Investors are seeking more signals from Beijing to get a clearer understanding of future policy directions.”

Elsewhere, HSBC climbed 0.2 per cent to HK$62.50 and its subsidiary Hang Seng Bank rose 0.6 per cent to HK$81.45. The UK banking group, which counts Hong Kong as its single biggest market, may report a 76 per cent jump in annual net profit in 2023 according to consensus among analysts tracked by Bloomberg. The report is due on Wednesday.

Other major Asian markets traded lower. The Kospi Index in South Korea tumbled 1.1 per cent while the S&P ASX 200 in Australia weakened 0.2 per cent and the Nikkei 225 in Japan fell 0.1 per cent.

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