The giant financial reports of automobiles, lithium batteries, consumers and other sectors hit intensively on Thursday and Friday. Prior to this, several hundreds of billions of market capitalization companies, including Byd Company Limited and Tianqi Lithium Industry, have released Yingxi, and Hong Kong stock investors seem to see the hope of an overfall and rebound in the Hong Kong stock market.

$TIANQI LITHIUM (09696.HK)$Financial results will be released on Thursday, October 27

Based on Tianqi lithium industry lithium mine and lithium products in the next few years will be rapid expansion, as well as lithium mine, lithium product prices remain high, the stock is expected to improve the results.

According to the Yingxi previously released by Tianqi Lithium IndustryIt is expected that the net profit in the first three quarters is 15.2 billion yuan to 16.9 billion yuan, a year-on-year increase of 27-30 times.

In terms of business, Tianqi Lithium Industry has lithium ore resources in China, Australia and Chile. The company currently has a lithium concentrate production capacity of more than 1.6 million tons per year, and the annual production capacity of lithium salt will exceed 110000 tons. It is estimated that the net profit per ton of lithium salt is 290000 yuan / ton, and that of lithium concentrate is 30,000 yuan / ton.The net profit of the company's Q3 is expected to be 5.725 billion yuan.

After the company Yingxi, Southwest Securities issued a research report sayingIt is expected that the average price of Q4 lithium carbonate will still rise, and the Q4 performance of Tianqi Lithium Industry is more certain.

$BYD COMPANY (01211.HK)$Financial results will be announced on Friday, October 28.

The China Automobile Association previously announced that the top 10 companies in automobile sales from January to September sold a total of 16.792 million vehicles, with Byd Company Limited's sales growth being the most obvious. It is expected that its high sales growth will be reflected in the financial results.

In additionByd Company Limited released Yingxi a few days ago.Net profit in the first three quarters is expected to reach 91-9.5 billion yuan, an increase of 272% to 289% year-on-year, higher than market expectations.

Bank of America Securities released a research report sayingIt is optimistic that its growing electric vehicle sales and gross profit margin will improve.The company's Q3 profit forecast was better than expected, excluding one-time items (mainly from the appreciation of the US dollar against the renminbi), earnings should rise 879 per cent to 1015 per cent to 51-5.8 billion yuan.Profits in the first three quarters rose 272 per cent to 289 per cent from a year earlier to Rmb91-9.5 billion, accounting for 81 per cent of the bank's full-year forecast.

Credit Suisse also publishes research reports.Considering that the profit margin is stronger than expected, Byd Company Limited's profit forecast for 2022-24 will be raised by 0.7% to 22.9%.The bank expects BYD's strong earnings momentum to continue in the fourth quarter, with sales expected to reach 173-727000 vehicles compared with the same period last year, driving fourth-quarter net profit innovation to about 6.5 billion yuan.

$CTG DUTY-FREE (01880.HK)$Financial results will be announced on Friday, October 28.

The negative impact of the epidemic in Hainan from August to September may be reflected in the company's third-quarter results.

According to a research report released by Morgan Stanley, revenue / net profit in the third quarter of China exemption is expected to fall by 31% and 73% respectively compared with the same period last year.It is expected that China exemption's annual income / profit in 2022 will fall by 17% and 18% respectively compared with the same period last year. The valuation logic is: although the increase in online sales partially offset the impact of the epidemic on offline sales in Hainan from August to September, the negative impact of the outbreak disruption is still longer than expected. In addition, a higher online sales mix and a stronger dollar may weigh on profit margins.

Consider the impact of the epidemic within the expiration dateFu Rui expects the stock's Q3 net profit to fall 45% to 1.7 billion yuan this year.Sales in Hainan may fall 27% in the third quarter compared with the same period last year.

It is worth noting that Haikou International Duty Free City will open for operation on October 28.

$CHINA SHENHUA (01088.HK)$Financial results will be announced on Friday, October 28.

Overall, at this stage, the domestic coal demand is weak and the supply growth is strong. It is expected that the performance of coal enterprises in the three quarters will be weak.

Fu Rui released a research report saying that after the recent decline in share prices, Chinese coal stocks deserve to be paid close attention to. China Shenhua Energy's dividend yield of more than 15 per cent is attractive, its net profit is stable and is not affected by fluctuations in spot coal prices.China Shenhua Energy's third-quarter net profit is expected to be 20.4 billion yuan, down 10% quarter-on-quarter and up 38% from a year earlier.