Today's focus

1、$Century 01450.HK $Sign an annual cooperation agreement with Douyin e-commerce, with an estimated GMV of not less than 5 billion yuan in 12 months

Century Ruike announced that on August 5, 2022, Hangzhou Century Ruike Information Technology Co., Ltd., a wholly-owned subsidiary of the company, signed an annual cooperation agreement with the key operators of Douyin e-commerce (including a wholly-owned subsidiary of Douyin Group (Hong Kong) Limited and two wholly-owned subsidiaries of Douyin Limited) (collectively referred to as Douyin e-commerce). It is estimated that the effective commodity transaction amount (settlement GMV) during the cooperation period (12 months) is not less than RMB 5 billion yuan.

2、$Concord New Energy (00182.HK) $3711.04GWh of equity electricity generation in the first 7 months, an increase of 21.57% over the same period last year.

Xiehe New Energy released power generation in July 2022, solar power generation 84.50GWh, an increase of 260.34% over the same period last year. From January to July 2022, wind power generation 3270.22GWh, an increase of 12.34 percent over the same period last year; solar power generation 440.82GWh, an increase of 211.60 percent over the same period last year, and total 3711.04GWh, an increase of 21.57 percent over the same period last year.

3、$Sunac China (01918.HK) $Contract sales totaled 123.85 billion yuan in the first 7 months.

Sunac China announced that in July 2022, the group realized contract sales of about 11.03 billion yuan, contract sales area of about 884000 square meters, and the average contract sales price of about 12480 yuan per square meter. By the end of July 2022, the total contract sales amount of the group is about 123.85 billion yuan, the cumulative contract sales area is about 9.405 million square meters, and the average contract sales price is about 13170 yuan per square meter.

4、$United Energy Group (00467.HK) $Yingxi: expected medium-term profit will increase by about 50% compared with the same period last year. 60%

United Energy Group announced that it expects its profit for the six months to June 30, 2022 to increase by about 50% and 60% compared with the same period in 2021. Mainly due to geopolitical conflicts in Eastern Europe, international oil prices remained high in the first half of 2022 than in 2021 and the group's Iraqi assets began to be produced.

5、$R & F property (02777.HK) $According to the audited results of 2021, shareholders should share a loss of 16.469 billion yuan, turning from profit to loss compared with the same period last year.

R & F Real Estate released its audited comprehensive annual results for the year ended December 31, 2021. The group achieved a turnover of 76.23 billion yuan (the same as the unit below), a decrease of 11.25% over the same period last year. The company's owner should have a loss of 16.469 billion yuan, compared with a profit of 9.005 billion yuan in the same period last year; a loss of 4.389 yuan per share. According to the announcement, the net loss was mainly attributable to a decrease in the Group's property development turnover and gross profit margin for the year ended 31 December 2021 due to challenging conditions in the real estate industry. and the lower selling price of the Group's operating items led to an impairment provision for inventory during the year.

6、$minimally invasive medical treatment (00853.HK) $It is estimated that the net loss in the first half of the year is about 193 million-203 million US dollars.

Minimally invasive Medical reported that for the six months ended June 30, 2022, the Group recorded a loss of approximately $193 million to $203 million for the period attributable to equity shareholders (compared with a loss of approximately $90.3 million for the period attributable to equity shareholders in the same period last year). The change is mainly attributable to (I) the increase in non-cash expenses during the reporting period, including the accrued interest on the issuance of convertible bonds and preferred shares issued by subsidiaries, the increase in costs recognized in granting incentive stocks and options to certain employees under the group share incentive scheme, and the impact of the expansion of losses of invested companies measured by equity method, etc. (ii) Surgical Robot Heart Valve surgery and other businesses actively promote a significant increase in research and development registration and commercialization with the help of independent financing channels; (iii) increase investment in overseas market development and product promotion.

7、$Genscript Biotech Corporation (01548.HK) $It is expected that the adjusted net profit of the acellular therapy business in the first half of the year is about $29 million to $31.8 million.

Genscript Biotech Corporation said in a notice that the adjusted net profit of the group business except the cell therapy business (Legend Biotech Corp) maintained a steady growth, with an expected growth of about 10.3% to 20.9%. The acellular therapy business (Prosperity) is expected to make an adjusted net profit of approximately $29 million to $31.8 million, compared with approximately $26.3 million for the same period in 2021. The increase is mainly due to the continued improvement in the profitability of the Group's CDMO and synthetic Biology businesses.

8、Longguang Group (03380.HK) $Financial advisers have been appointed to assess the capital structure and to explore all possible overall overseas debt management options

Longguang Group (03380) issued an announcement that since the implementation of the policy of promoting the stable and healthy development of the real estate market, China's real estate industry has entered a period of adjustment. Since the second half of 2021, there has been a spate of offshore debt defaults by some market participants, undermining the confidence of industry stakeholders and tightening liquidity further. The number of financing channels is reduced, the mood of property buyers is depressed, and the financing and operating cash flow is gradually shrinking. In the face of these challenges, the Group is committed to fulfilling the Group's financial commitments, and as part of these efforts, the company believes that through the overall management of the company's offshore debt (overall debt management programme), in order to achieve a more stable capital structure that is critical to the group's business and operations.

Spin-off and listing

Ye's Chemical Group (00408): termination of the proposed spin-off of Bauhinia Ink and its independent listing on the Shenzhen Stock Exchange

Financial data

The medium-term sales of Jinyang New Energy (01121) was about 134 million yuan, a decrease of about 17.1% compared with the same period last year.

R & F Real Estate (02777) released its audited results for 2021, with a loss of 16.469 billion yuan attributable to shareholders, turning from profit to loss compared with the same period last year.

Medium-term loss of Propranolol-B (02185) narrowed to 116 million yuan

Medium-term income of Asian cement (China) (00743) decreased by 7% to 4.947 billion yuan.

Shanshui cement (00691) net profit fell 60.4% to 477 million yuan in the first half of the year.

Performance forecast

United Energy Group (00467) Yingxi: expected medium-term profit to increase by about 50% compared with the same period last year.

Xuanwuyun (02392) Yingxi: expected medium-term adjusted net profit growth of not less than 30%

Jiuyuan Group (00827) Yingxi: expected medium-term net profit to increase by about 46.8%

Genscript Biotech Corporation (01548) expects the adjusted net profit of the acellular therapy business to be about $29 million to $31.8 million in the first half of the year.

Rui on Real Estate (00272) profit warning: the net profit attributable to shareholders in the medium term is about 430 million yuan.

Olympic Star Life Technology (06118) profit warning: the profit should be not less than 43 million yuan for the owner of the company in the medium term.

Minimally invasive Medical (00853) profit alarm: expected medium-term net loss of about $193 million-203 million

Xintong Medical-B (02160) profit Alert: expected medium-term loss of about 120 million to 135 million yuan

Jinchuan International (02362) earnings warning: expected profit attributable to shareholders in the first half of the year is about US $49.5 million, down from the same period last year.

Golden throat (06896) profit warning: expected medium-term profit will be reduced by 30%

Tomson Group (00258) earnings Police: expected medium-term profit attributable to shareholders after tax fell sharply by about 70% year-on-year

Beijing Control City Resources (03718) earnings warning: profit attributable to shareholders is expected to decrease by more than 35% in the medium term.

Nai Xue's Tea (02150): expected adjusted net loss of 230 million-270 million yuan in the first half of the year

Operation data

The agreed sales of Cosco Group (03377) in the first seven months are about 52 billion yuan.

Midea's contract sales in the first seven months of 03990 were about 47.51 billion yuan, a decrease of 48.96 percent over the same period last year.

Agile Group (03383) has a total pre-sale amount of 44.45 billion yuan in the first seven months.

Zhongjun Group Holdings (01966) accumulated contract sales of about 37.63 billion yuan in the first seven months.

Dexin China (02019) realized cumulative contract sales of about 22.19 billion yuan in the first 7 months.

The contract sales of time China Holdings (01233) in July is about 2.763 billion yuan.

Xiangsheng Holdings Group (02599) belongs to the Group in July with total contract sales of 2.242 billion yuan.

Yincheng International Holdings (01902) has a total contract sales of about 1.096 billion yuan in July.

Resume trading and suspend trading

Hongguang Semiconductor (06908) intends to place a maximum of 30 million shares at a discount of about 10.86% and resume trading on August 8th.

Lee Fook International (01212) was privatized by non-executive director Joseph Lau at a premium of about 62.34% and resumed trading on August 8.

Dongzheng Financial (02718): SAIC completed the acquisition of about 71.04% of the company and resumed trading on August 8.

Murong Home (01575) is to be subscribed by Xie Jinpeng, founder of the Imperial Dynasty, for 1.3 billion shares and resumes trading today.

Increase and decrease holdings

Man Wah (01999) gets 2 million shares increased by Chairman Huang Minli.

Wang Li, the controlling shareholder of Bai Xin an-B (02185), intends to increase his stake in no more than 600000 H shares of the company.

Equity reorganization

Linen International (09918) intends to merge shares in "20 and 1".

Merger and acquisition and sale

Baiyunshan (00874) plans to spend 1.003 billion yuan to acquire about 18.18% of Guangzhou Pharmaceutical.

China Oriental Group (00581) plans to sell steel production capacity for 570 million yuan.

Thomson Group (00258) intends to acquire Hong Kong properties for HK $193 million

Broad Pharmaceutical (00512) 270 million acquires Hubei Bafeng and continues to distribute high-growth business sectors.

Additional rights issue

Jiayao Holdings (01626) plans to raise HK $176 million net of "1 rights issue"

Investment and operation

Longguang Group (03380) has appointed a financial consultant to assess the capital structure and to explore all possible overall overseas debt management options.

China Tongfu (01763) plans to jointly establish Jiangsu Gaotong equipment Co., Ltd.

Cornerstone Pharmaceutical-B (02616): sulgarizumab can be used as a safe and effective treatment for inoperable patients with stage III NSCLC after simultaneous or sequential radiotherapy and chemotherapy.

Goliath-B (01672) announces the completion of the first phase I clinical trial of oral PD-L1 small molecule inhibitor prodrug ASC61 in the treatment of advanced solid tumors.

HUTCHMED (China) Limited (00013) announces that the FRESCO-2 global phase III study of furoquantinib in the treatment of metastatic colorectal cancer has reached the main end point.

Bond bill

China Vanke (02202) intends to reduce the coupon rate of "190000 Section 02" corporate bonds.

Central Plains Bank (01216) plans to issue no more than 30 billion yuan of open-ended capital bonds

Us East Motor (01268): the conversion price of convertible bonds is adjusted to HK $45.4881 per share.

Repurchase cancellation

Zoomlion Heavy Industry Science and Technology (01157) spent 16.488 million yuan to buy back 2.7625 million A shares on August 5th.

Standard Chartered PLC (02888) spent 7.3206 million pounds to buy back 1.2131 million shares on August 4.

CK Asset (01113) spent HK $43.8 million to buy back 808500 shares on August 5th.