Selection of blockbuster announcements

1、$JD.com Group-SW (09618.HK) $Q3 revenue of 218.7 billion yuan, an increase of 25.5% over the same period last year

On November 18th, JD.com Group released its results for the third quarter of 2021. Revenue in the third quarter was 218.7 billion yuan (RMB, the same below), up 25.5 percent from the same period last year; operating profit was 2.6 billion yuan, compared with 4.4 billion yuan in the same period last year; and non-GAAP operating profit was 4.6 billion yuan, compared with 5.3 billion yuan in the same period last year. The annual active user account is 552.2 million, up 25% from the same period last year.

2、$BABA-SW (09988.HK) $Revenue in the second quarter was 200.69 billion yuan, an increase of 29% over the same period last year

BABA-SW announced that in the three months ended September 30, 2021, the company's revenue was 200.69 billion yuan, an increase of 29% over the same period last year. Excluding the impact of the merger of Gaoxin Retail, the company's revenue will grow 16% year-on-year to 180.438 billion yuan. Combined revenue from cross-border and global retail and wholesale businesses rose 34 per cent year-on-year to 15.092 billion yuan. Revenue from the company's cloud computing business rose 33 per cent year-on-year to 20.007 billion yuan. Operating profit was 15.006 billion yuan, up 10% from a year earlier, while adjusted net profit was 28.52 billion yuan, down 39% from a year earlier. Based on the company's current macroeconomic situation and competitive environment, the company is adjusting its revenue guidelines for fiscal year 2022. The company expects total revenue for fiscal 2022 to grow by 20% to 23% year-on-year.

3、$Bilibili Inc.-SW (09626.HK) $Proposed sale of $1.4 billion convertible preferred notes

Bilibili Inc. announced that he intends to sell convertible preferred notes with a total principal amount of US $1.4 billion due in 2026, depending on market conditions and other factors. The company intends to grant a 30-day option to the initial buyer of the note sale to purchase an additional note with a principal amount of up to US $200 million. The company plans to use the net proceeds from the sale of the notes for rich content, research and development and general corporate purposes.

4、$Country Garden Services Holdings (06098.HK) $It is proposed to issue 150 million shares at a discount of 9.5% per share, raising about HK $8 billion

Country Garden Services Holdings announced in the evening that the company entered into a placing agreement with the placing agent to place a total of 150 million shares at a price of HK $53.35 per share, a discount of 9.5% compared with the share price before the suspension, and raised about HK $8.003 billion to raise funds for mergers and acquisitions, business development and general operations. The company has applied to the Stock Exchange for the resumption of trading in its shares on the Stock Exchange with effect from 9: 00 a.m. on 19 November 2021.

5、Poly Xiexin Energy (03800.HK) $Signed a purchase agreement of 26.2 billion yuan for polysilicon and granular silicon with 603185.SH

Poly Xiexin Energy announced that on November 18, 2021, Jiangsu Zhongneng Silicon Industry Technology Development Co., Ltd., a wholly-owned subsidiary of the company, signed a contract for the purchase of polysilicon and granular silicon with 603185.SH and its subsidiary Hongyuan New Materials (Baotou) Co., Ltd. According to the purchase contract, Jiangsu Zhongneng will sell a total of not less than 97500 tons of polysilicon and granular silicon to Wuxi Shangji and Hongyuan New Materials. Wuxiang and Hongyuan New Materials will purchase polycrystalline silicon and granular silicon from Jiangsu Zhongneng on a monthly basis according to their demand, and the order price will be negotiated by the seller and buyer according to the market situation, from January 1, 2022 to December 31, 2026. According to the latest price estimate released by PV InfoLink, the amount of the purchase contract is expected to be about 26.2 billion yuan (including tax).

6、$Xiansheng Pharmaceutical Co. (02096.HK) $Will obtain the exclusive right to develop, produce and commercialize the SIM0417 series of anti-novel coronavirus drugs in the world

Xiansheng Pharmaceutical announced that on November 17, 2021, the company signed a technology transfer contract with Shanghai Institute of Pharmaceutical Research, Chinese Academy of Sciences (Shanghai Pharmaceutical Institute). The group will obtain the exclusive right to develop, produce and commercialize the SIM0417 series of anti-novel coronavirus candidate drugs globally. SIM0417 showed good antiviral activity and safety in preclinical animal models by targeting 3CL, a key protease necessary for SARS-CoV-2 virus replication. Because of the high conservation of the protease, SIM0417 has a strong inhibitory effect on a variety of COVID-19 mutants, including the highly contagious Delta strain.

• H-share interaction

The People's Insurance (01339): the Social Security Foundation has reduced its holdings of 317 million A shares as of November 15.

• Financial report data

ZTO Express-SW (02057): net profit in the third quarter was 1.148 billion yuan, down 5.2% from the same period last year.

CSPC Pharmaceutical (01093): profit attributable to shareholders in the first three quarters increased by 23.2% to 4.335 billion yuan compared with the same period last year.

PRADA S.p.A. (01913.HK): the online growth rate in the third quarter is more than 400% higher than that in the third quarter of 2019

Delin Holdings (01709): interim profit attributable to shareholders decreased by 22.2% year-on-year to HK $51.558 million. Proposed dividend of HK $0.0104 per share

BABA-SW (09988): the net profit of homecoming in the second quarter decreased 81% to 5.367 billion yuan compared with the same period last year, and the global annual active consumer reached 1.24 billion.

Salsa International (00178): medium-term loss narrowed 25% to HK $180 million

Autohome Inc-S (02518): the net profit attributable to common shareholders in the third quarter decreased by about 39.64% to 511 million yuan compared with the same period last year.

• Important matters

Dongfeng Group (00489): Lantu released the world's first large-scale luxury electric MPV

Xianmei Resources (09936): set up a joint venture to develop a 50, 000-ton battery-grade lithium salt project

China Resources cement Holdings (01313): plans to establish a joint venture with Tongchuan Huineng Energy and increase its controlling stake in the joint venture company to obtain the mining right of limestone mine for construction stone in Tongchuan City.

Clover Bio-B (02197): CEPI's potential investment in SCB-2019 (CpG1018 plus aluminum adjuvant) increased to US $397 million

Shanghai Pharmaceutical (02607): recombinant anti-CD20 humanized monoclonal antibody injection is approved for trial.

Chunli Medical (01858): approved by the State Drug Administration "door nail" registration certificate

Deqi Medicine-B (06996): Cerineso Phase I/II Clinical study approved

Shandong Xinhua Pharmaceutical Co., Ltd. (00719): aminophylline injection (10ml:0.25g) passed the consistency evaluation of generic drug quality and efficacy.

Bank of China Leasing (01606): plans to purchase vehicles and equipment for 1 billion yuan and lease them back to Guangzhou Guangzhou Automobile, earning an interest of about 122.5 million yuan.

Xiangsheng Holdings (02599): the stock price fluctuates abnormally, there is no material undisclosed information, the company operates normally and does not default on any debt.

• Bond bill

Agile Group (03383): subsidiary plans to issue HK $2.418 billion of bonds exchangeable for H shares of Yashi Services (03319)

• Merger and acquisition and sale

China Nuclear Energy Science and Technology (00611): 14.43% stake in China Nuclear maintenance to be sold for 141 million yuan

China Communications Construction (01800): subsidiary plans to sell 99% stake in Zhiyun Real Estate for 315 million yuan.

China Evergrande New Energy Vehicle (00708): issue 175 million shares according to the placing and subscription agreement

• Repurchase cancellation

Kang Zhe Pharmaceutical (00867): HK $16.17 million to buy back 1.269 million shares on November 18

HSBC Holdings PLC (00005): buy back 3.509 million shares on November 18th

HSBC Holdings PLC (00005): 8.345 million pounds to buy back 1.894 million shares on November 17th

Bifu Global (00327): repurchased 1.5 million shares at a cost of HK $9.891 million on November 18