Selection of blockbuster announcements

1、$Chizi City Technology (09911.HK) $Yingxi: the profit attributable to owners is expected to increase by about 103% in the medium term.

Chizi City Science and Technology announced that it is expected to be compared with the same period in 2021: (I) the total revenue for the half year ended June 30, 2022 is about 1.35 billion to 1.4 billion yuan, an increase of more than 30% over the same period in 2021, and the expected growth is mainly due to the sustained and steady growth of the group's social business.

2、$Air China Limited (00753.HK) $：拟Non-public offering of A-shares to raise no more than 15 billion yuan

Air China Limited announced that on August 2, 2022, the board of directors approved a non-public offering of A-shares, according to which the company will issue no more than 4357444555 A-shares at the offering price to no more than 35 (including 35) specific investors (including AVIC). It is expected that the funds raised (before deducting the relevant offering fees) will not exceed RMB 15 billion. According to the non-public offering A-share scheme, the Company and AVIC entered into a share subscription agreement on August 2, 2022, pursuant to which the company agreed to issue and Aviation Industry Corporation of China agreed to subscribe for A-shares with an amount of not less than RMB 5.5 billion at the issue price. Immediately after the completion of the non-public offering of A shares, the total number of shares held by AVIC and its wholly-owned subsidiaries will not be less than 50.01% of the total issued shares of the company. After deducting the relevant issuance costs, the funds raised by the private offering of A shares will be used to introduce 22 aircraft and supplement working capital, which will help the company optimize the fleet structure, supplement long-term capacity and expand carrying capacity, at the same time ease the pressure on daily working capital and reduce the asset-liability ratio.

3、$Mega Ophthalmology-B (06622.HK) $Patients were enrolled in the Phase III clinical trial of NVK002 in the treatment of deepening myopia.

Mega Ophthalmology-B announced that the two-year Phase III clinical trial ("China CHAMP") of NVK002 (one of the company's core products) and the simultaneous one-year phase III bridging clinical trial ("Mini CHAMP") were completed on July 21, 2022 and July 28, 2022, respectively.

4、$China Life Insurance Company Limited (02628.HK) $：The proposed partnership will invest in equity assets in inclusive finance.

China Life Insurance Company Limited announced that the company, property insurance company and other investors (all as limited partners) intend to enter into a partnership agreement with Guangzhou Jinyang (as a general partner) and Guangzhou Xinrong (as a special limited partner) to establish a partnership. Guangzhou Xincheng Phase II Industrial Investment Fund Partnership (Limited Partnership) (its final name is subject to industrial and commercial registration information). The total amount of capital contribution subscribed by all the partners of the partnership shall not exceed RMB 7.001 billion yuan, of which the company's subscription shall not exceed RMB 4 billion yuan. Guoshou Jinshi will act as the manager of the partnership. The partnership will mainly invest in equity assets in the inclusive financial sector. This kind of assets have relatively stable investment income and the rate of return is higher than fixed income assets, the underlying assets are small and scattered, the overall risk is more controllable, in line with the needs of insurance fund allocation, but also in line with the national strategic orientation. In addition, the banking industry has stepped up the development of inclusive finance, providing partnership enterprises with relatively rich investment targets, so that insurance funds can play a long-term competitive advantage.

5、$Offshore Petroleum Chemistry (03983.HK) $：It is proposed to adjust the reserve price of about 79.98% of the shares sold in Dayukou, Hubei Province to 1.57 billion yuan.

CNOOC Petrochemical announcement, all related to Beijiao so listed for transfer of the company's potential sale of about 79.98% of the company's stake in Dayukou, Hubei Province. As no intended assignee was registered during the first publicity period (i.e. 20 working days from 27 June 2022) and immediately before this announcement, the company has decided to adjust the reserve price of the potential sale from RMB1.745 billion to RMB1.57 billion and apply to the Northern Stock Exchange to adjust the reserve price. Except for the adjustment of the reserve price, the other conditions of the potential sale remain unchanged. The listing notice containing the adjusted reserve price was posted on the website of the Beijing Stock Exchange on August 2, 2022. Shareholders should note that the final price will depend on the final bidding price.

6、$Dongyue Group (00189.HK) $Enter into a framework agreement with Dongyue hydrogen energy on raw material supply, product sales and other transactions

Dongyue Group (00189) issued an announcement about the company's proposed transfer of about 7.9% of Shandong Dongyue Future hydrogen Energy Materials, which has been completed in accordance with the terms and conditions of the Equity transfer Agreement. As at the date of this announcement, Zhang Jianhong (Executive Director and Chairman of the Board) is interested in approximately 36.19% of Dongyue Hydro's equity interest through the entity under his control. Therefore, Dongyue hydrogen Energy is a connected person of the company when the transfer is completed. In addition, Dongyue Fluorosilicon Technology (a direct wholly-owned subsidiary of the company, for itself and on behalf of its subsidiary) has entered into a "Framework Agreement on Raw material supply, Product sales and other transactions" with Dongyue Hydropower on August 2, 2022 (after the end of the trading session). According to this, Dongyue Fluorosilicon Technology and its subsidiaries have agreed (1) to supply Dongyue hydroenergy with Dongyue raw materials and supporting services for its production and operation. And (2) purchase hydrogen energy raw materials and products and supporting services from Dongyue hydrogen Energy for the production and operation of the Group. The agreement is valid until December 31, 2022.

7. Approval by the Securities and Exchange Commission$Nuocheng Jianhua-B (09969.HK) $Application for registration proposal A-share issue

Nuocheng Jianhua-B announced that the company was informed on August 2, 2022 that the China Securities Regulatory Commission had approved the company's application for registration and proposed RMB share issuance.

Important matters

Byd Company Limited (01211) was released from pledge of 1.5625 million shares by LV Xiangyang, a shareholder.

The subsidiary of Hong Kong China Travel Service (00308) provides a loan of 210 million yuan to Hong Kong China Travel Service (China) Investment.

China Resources Land (01109) was granted a term loan of HK $700 million

China Shipping Defense (00317): recently received a government subsidy of 25.2659 million yuan

The subsidiary of Harbour Enterprise (00051) terminates the sale of all shares in Wharf (Changzhou) Real Estate.

Resume trading and suspend trading

Maple Leaf Education (01317) continues to operate and suspend trading in all major areas as always.

Zhejiang United Investment (08366): only after the Stock Exchange is satisfied that the company has reached the guidelines for resumption of trading.

Financial data

Harbour Enterprises (00051) released interim results, resulting in a loss of HK $136 million attributable to shareholders, an increase of 30.77% over the same period last year.

HK Electric Investments and HK Electric Investments-SS (02638) reported that the profit attributable to shareholders in the medium term was HK $894 million, an increase of 1.6 per cent over the same period last year.

Performance forecast

Zhou's Black Duck (01458) expected medium-term net profit of about 10 million-20 million yuan

Ronghui International (00990) Yingxi: expected medium-term net profit to increase by about 25% year-on-year to HK $830 million

Liao Chuangxing Enterprise (00194) earnings warning: estimated medium-term net profit of about HK $110 million-130 million

China Strategic Group (00235) expects a loss of no more than HK $120 million in the first half of the year.

Rongyang Industrial (02078) made a profit and expects a net profit of about HK $550000 in the first half of the year, turning a loss into a profit compared with the same period last year.

Ming Yuan Cloud Group (00909) issued a profit warning and estimated that the loss attributable to shareholders in the medium term was about 540 million yuan to about 580 million yuan, turning from profit to loss compared with the same period last year.

China Reinsurance (01508) issued a profit warning, which is expected to reduce the net profit attributable to shareholders by about 40% to 50% year-on-year in half a year.

Weiliang Holdings (08612) earnings Police expects the net loss in the first half of the year to increase to not less than HK $8 million compared with the same period last year.

Operation data

Datang Group Holdings (02117): cumulative contract sales of 13.29 billion yuan from January to July

Lego Group (01622) realized contract sales of about 14.781 billion yuan in the first 7 months.

Zhongliang Holdings (02772) accumulated contract sales of 43.4 billion yuan in the first 7 months.

Increase and decrease holdings

Man Wah (01999) won the ultimate controlling shareholder and Chairman of the Board Huang Minli to increase his shareholding by 2 million shares again.

Investment and operation

Hong Kong Aerospace Technology (01725) enter into a decoration contract for properties in an advanced manufacturing centre at a price of HK $120.8 million.

Minmetals Resources (01208) signs Dugald River Zinc concentrate Sale Agreement

Kuang Shi Holdings (01925) subsidiary intends to acquire the land use right of Wuhu City, Anhui Province.

Beijing Mechanical and Electrical Co., Ltd. (00187): the fund-raising project "Construction Project of Intelligent NC production Line for Type 4 bottles" has been completed.

Fosun Tourism Culture (01992) signed a framework agreement on tourism services and technical consulting services with Fosun.

Link Real Estate Investment Trust (00823) issues 4.0096 million new fund units under the allocation reinvestment plan

Link Real Estate Investment Trust (00823) adjusts the price of his 49.9% interest in AOFI I Trust to A $604.6 million.

Additional rights issue

Kellein (06821) issued 97.8375 million A shares and 7.8724 million H shares according to capitalization.

Jinhui Technology (08295) completed the issue of 587.5 million subscription shares with a net raise of HK $215 million

Repurchase cancellation

HSBC Holdings PLC (00005) canceled 949800 repurchased shares on August 1st.

Great Wall Motor (02333): a total of 108 million H shares were repurchased as of July 31, with a cumulative cost of about HK $1.594 billion

Weichai Power (02338) spent 70.1619 million yuan to buy back 6 million A shares on August 2nd.

Zoomlion Heavy Industry Science and Technology (01157) spent 91.0915 million yuan to buy back 14.9999 million A shares on August 2nd.