Selection of blockbuster announcements

1、$New Special Energy (01799.HK) $Plan to sell to Shuangliang Silicon material20.19Ten thousand tons of polysiliconEstimated transaction volume584.7100 million yuan

Xinte Energy (01799) announced that on July 12, 2022, the company, its subsidiaries Xinjiang Xinti Crystal Silicon Hi-Tech Co., Ltd., Inner Mongolia Xinte Silicon Materials Co., Ltd., and Xinte Silicon-based New Materials Co., Ltd. (Baotou) Co., Ltd. ("Shuangliang Silicon material") signed polysilicon strategic cooperation sale agreement. According to the Strategic Cooperative Sale Agreement, the Group will sell a total of 201900 tons of polysilicon to Shuangliang Silicon from January 2023 to December 2030, and the order price will be determined on a monthly basis. If calculated according to the latest price of polysilicon announced by the Silicon Branch of China Nonferrous Metals Industry Association, the total transaction amount under the strategic cooperation sale agreement is expected to be about 58.47 billion yuan (including tax).

2、$The People's Insurance (01339.HK) $The original premium income in the first half of the year reached3790.95100 million yuanYear-on-year growth11.00%

The People's Insurance (01339) announced that the company's original insurance premium income from PICC, PICC and PICC from January 1, 2022 to June 30, 2022 was RMB 276.671 billion, RMB 72.041 billion and RMB 30.383 billion, respectively, totaling RMB 379.095 billion, an increase of 11.00% over the same period last year.

3、$China Coal Energy (01898.HK) $The net profit is expected to increase in the first half of the year compared with the same period last year57.1%到73.4%

China Coal Energy (01898) issued a semi-annual performance forecast for 2022 and a preliminary estimate of the unaudited consolidated management accounts prepared in accordance with IAS 34. It is expected that the profit attributable to shareholders of the company for the six months ended June 30, 2022 is between 13.42 billion yuan and 14.82 billion yuan (2021: 8.545 billion yuan), an increase of 57.1 percent to 73.4 percent year on year. The announcement said that profits are expected to increase during this period due to the group's full efforts to increase production and supply to ensure energy supply in the first half of the year, high prices of major products, continued to strengthen fine management, scientific management and control of costs and expenses, as well as recognition of the increase in investment income of participating enterprises, which has significantly increased the performance compared with the same period last year.

4、$Changhong Jiahua (03991.HK) $To set up a partnership to invest in new energy and other fields

Changhong Jiahua (03991) announced that on July 11, 2022, the board of directors has approved the formation of partnerships between Changhong Jiahua Digital, an indirect wholly-owned subsidiary of the Company, and Sichuan Changhong Electronics Holdings Group Co., Ltd. And Sichuan Changhong Electric Appliance Co., Ltd., and Shenwan Hongyuan Group Co., Ltd. and its respective subsidiaries. The total initial contribution of the partnership will be no less than 1.5 billion yuan, of which Changhong Jiahua plans to contribute 30 million yuan, accounting for 2% of the equity of the partnership. The scope of investment of the partnership will mainly focus on areas with high growth potential and engaged in new energy, semiconductors, information technology application and innovation industries, smart families and smart manufacturing.

5、$Kai Ming Medical-B (02500.HK) $：VENUSP-VALVEApproved by the State Drug Administration for listing

Qiming Medical-B (02500) announced that on July 11, 2022, the company's independently developed transcatheter artificial pulmonary valve system (TPVR) VenusP-Valve was approved by the State Drug Administration to be listed on the market, which is another major milestone after VenusP-Valve was listed under the EU CEMDR certification.

6、Hong Kong Science and Technology Exploration (01137.HK) $：HKTVmall 6Monthly average daily order total merchandise transaction volume and average daily order volume increased respectively compared with the same period last year25%及27.1%

Hong Kong Science and Technology Exploration (01137) announcement, despite the government's gradual relaxation of social distance measures since May 2022, HKTVmall's business performance increased slightly in June 2022: the average daily total merchandise transaction volume was about HK $20500000 (May 2022: HK $19800000); the average daily order volume was about 46400 (May 2022: 45800). Compared with June 2021, the average daily order total merchandise transaction volume and the average daily order volume increased by 25.0% and 27.1%, respectively. This growth trend reinforces the group's belief that consumers are gradually shifting their shopping behavior from offline to online.

7、$China Resources Gas (01193.HK) $The subsidiary plans to increase capital by about 4.634 billion yuan to acquire 49% stake in Hefei Gas.

China Resources Gas (01193) announced that on July 12, 2022, China Resources Gas China, an indirect wholly-owned subsidiary of the company, entered into a capital increase agreement with Hefei Urban Construction and Hefei Gas. China Resources Gas China agreed to acquire a 49 per cent stake in Hefei Gas by contributing about 4.634 billion yuan to Hefei Gas, of which 490 million yuan will be included in the registered capital of Hefei Gas. About 4.144 billion yuan is included in the capital reserves of Hefei Gas. After the capital increase is completed, Hefei Gas will become a joint venture company with a 49 per cent and 51 per cent stake held by China Resources Gas China and Hefei Urban Construction respectively. As a result, Hefei Gas will no longer be consolidated in the group's consolidated financial statements.

Financial data

Morning News Technology (02000): first-half revenue of HK $278.7 million fell 27.7% compared with the same period last year.

Performance forecast

Yingpu Precision (01286) expects medium-term profit of HK $250 million-270 million to increase by 42.9% to 54.3% over the same period last year.

Yihe Holdings (00838) Yingxi: medium-term profit is expected to grow by 33% to 50% year-on-year

Yunkang Group (02325) Yingxi: expected medium-term net profit of about 226 million yuan-242 million yuan

China traditional Chinese Medicine (00570) earnings warning: expected medium-term net profit will drop by 50% compared with the same period last year.

Guangdong Tannery (01058) profit Police: expected medium-term net loss of about HK $18 million-HK $21 million

China Shipping Defense (00317) Yingxi: the net profit of returning home in the first half is expected to be 16 million to 22 million yuan.

Zhifeng Industrial Electronics (01710) Yingxi: expected medium-term net loss to decrease compared with the same period last year

DEYUN HOLDING (01440) earnings forecast: medium-term net profit is expected to decrease by more than 65%

Zhejiang Shibao (01057) is expected to make a half-year net profit of-6 million yuan to 6 million yuan.

Operation data

Chow Tai Fook Jewellery (01929): same store sales in mainland China, Hong Kong and Macau all showed negative growth in the first quarter.

PICC Property and Casualty (02328): the original premium income in the first half of the year was 276.671 billion yuan, an increase of 9.9% over the same period last year.

Merger and acquisition and sale

CLP Holdings Limited (00002) intends to sell and reduce his 10% interest in Apraava Energy for 6.6 billion rupees.

CNOOC Petrochemical (03983) intends to sell its stake in Amano Chemical

Xiangsheng holding Group (02599) intends to sell Shaoxing Xiangsheng Hongxing Real Estate Development Co., Ltd for 340 million yuan.

Additional rights issue

Bishengyuan (00926) intends to discount about 14.22% of the "1 supply 2" issue with a maximum net raise of HK $140 million.

Jianfa International Group (01908) intends to issue 30 million subscription shares under the subscription agreement at a discount of about 7.91% per share.

Weimeng Group (02013) plans to issue 15.651 million shares under the restricted share unit plan.

Investment and operation

Binhai Investment (02886) won the first phase of the coal-fired project of the distributed Energy Station of the second Thermal Power Plant in the West District of Tianjin Economic and technological Development area.

Junshi Bio (01877) JS203 for injection obtains the approval notice of drug clinical trial

Minmetals Resources (01208) entered into a service agreement with China Metallurgical International on the specific engineering design of the concentrator.

BOC Leasing (01606) enters into a purchase and lease agreement for two new aircraft

Sichuan Chengdu-Chongqing Expressway (00107): the construction mileage of Chengdu-Leshan Expressway expansion Project is adjusted to 136.1 km.

Repurchase cancellation

Tencent (00700) spent HK $301 million to buy back 890000 shares on July 12.

AIA Group Limited (01299) spent HK $162 million to buy back 1.95 million shares on July 12.

HSBC Holdings PLC (00005) bought back a total of about 3.0646 million shares on July 12

HSBC Holdings PLC (00005) spent HK $78.387 million to buy back 1.592 million shares on July 11

Xuhui Yongsheng Service (01995) repurchased 500000 shares at a cost of HK $3.679 million on July 12

Zhihu Inc.-W (02390) spent about US $441400 to buy back about 142500 shares

ESR Cayman Limited (01821) spent HK $14.3768 million to buy back 700000 shares on July 12.

Ming Yuan Cloud Group (00909) spent HK $5.0019 million to buy back 559000 shares on July 12.