Selection of blockbuster announcements

1. China Merchants Bank released 2022 results KuaiBao: net profit attributable to 138.012 billion yuan, an increase of 15.08% over the same period last year

$CM BANK (03968.HK)$KuaiBao's revenue in 2022 was 344.784 billion yuan, an increase of 13.531 billion yuan over the same period last year, an increase of 4.08 percent over the same period last year, net profit was 165.092 billion yuan, an increase of 16.919 billion yuan, or 11.42 percent, and net profit belonging to shareholders was 138.012 billion yuan, an increase of 18.09 billion yuan, or 15.08 percent.

2. Zijin Mining Group plans to bid for the exploration right of Huoshaoyun lead-zinc deposit in Hotan County, Xinjiang, with a starting price of 22.3 billion yuan.

$ZIJIN MINING (02899.HK)$According to the announcement, Zijin International Holdings Co., Ltd., a wholly-owned subsidiary of the company, intends to participate in the bidding for the exploration rights of Huoshaoyun lead-zinc deposit in Hotan County, Xinjiang, which is transferred by the Department of Natural Resources of Xinjiang Uygur Autonomous region. The auction deposit for the exploration right of Huoshaoyun lead-Zinc Mine is 400 million yuan, and the base price (starting price) is 22.3 billion yuan.

3. China Electric Power announced Yingxi: it is estimated that the annual profit attributable to equity holders is about 2.3 billion yuan to 2.7 billion yuan, turning losses into profits compared with the same period last year.

$CHINA POWER (02380.HK)$According to the announcement, it is estimated that the profit attributable to the company's equity holders for the year ended December 31, 2022 will range from about RMB 2.3 billion to RMB 2.7 billion. Compared with the loss in 2021, the Group's financial performance in 2022 will record a significant improvement and turn a loss to a profit.

4. China Shipping Defense: the net profit for 2022 is expected to increase by 718.77% Mutual 844.73%.

$COMEC (00317.HK)$According to the announcement, the company expects to achieve a net profit of 650 million yuan to 750 million yuan attributed to the owner of the parent company in 2022, an increase of 570.61 million yuan to 670.61 million yuan compared with the same period last year (statutory disclosure data), an increase of 718.77% to 844.73%.

5. Ping An Insurance: accumulated original premium income of 769.14 billion yuan in 2022

$PING AN (02318.HK)$It was announced that from January to December 2022, the original insurance contract premium income of the company's subsidiaries Ping An Insurance property Insurance Co., Ltd., Ping An Insurance Life Insurance Co., Ltd., Ping an Endowment Insurance Co., Ltd., and Ping an Health Insurance Co., Ltd., respectively, is about 298.03829 billion yuan, 439.2772 billion yuan, 18.48256 billion yuan, 133419.8 billion yuan, totaling about 769.14 billion yuan.

6. Green Leaf Pharmaceuticals: RYKINDO ®receives FDA approval for the treatment of schizophrenia and bipolar disorder type I

$LUYE PHARMA (02186.HK)$It is announced that Rykindo ®(risperidone sustained release microsphere injection, also known as LY03004 ") has been approved by the U.S. Food and Drug Administration (" FDA ") for the treatment of adult patients with schizophrenia and maintenance therapy for adult patients with bipolar disorder as a single drug or as a lithium salt or valproate adjuvant therapy. In addition to the US market, Rykindo ®was approved to be listed in China in 2021. The company is also developing Rykindo ®in Europe and plans to expand it to the global market.

7. Kangfang Bio-B: the State Drug Administration approves the application of Anico ®combined with chemotherapy for first-line treatment of advanced or metastatic squamous non-small cell lung cancer.

$AKESO, INC. - B (09926.HK)$In an announcement, the company and Sino Biopharmaceutical (01177) jointly developed an anti-PD-1 monoclonal antibody drug Anniko ®(Paanpril) combined with chemotherapy for advanced or metastatic squamous non-small cell lung cancer (sq-NSCLC) in the first-line treatment Bureau was officially approved by the State Drug Administration.

8. About 6.604 billion A-share restricted shares of China General account will be listed and circulated from January 30th.

$CHINA CRSC (03969.HK)$According to the announcement, the number of restricted shares in circulation is about 6.604 billion A shares, accounting for 62.366% of the company's total share capital, and the shareholder is the company's controlling shareholder, China Railway Communications signal Group Co., Ltd., with a lock-up period of 42 months (including 36 months for initial public offerings and voluntary extension of lock-up period for 6 months by controlling shareholders). The lifting of the restrictions and application for listing of tradable shares will be listed and circulated from January 30, 2023.

Important matters

China International Capital Corporation (03908) the coupon rate for the public offering of corporate bonds (Phase I) in 2023 has been determined.

China Southern Airlines (01055): plans to delist American depositary shares from the New York Stock Exchange

Clover Bio-B (02197) announces the commercial listing of COVID-19 vaccine and the strategic focus of 2023 is expected to start commercial listing in many provinces and cities in China in the first quarter.

Golly Pharmaceutical-B (01672) announces that COVID-19 's oral 3CLpro inhibitor ASC11 multi-dose incremental phase I clinical trial completes the first cohort of 4 healthy subjects

Pacific Shipping (02343) plans to acquire a number of dry bulk carriers for US $125 million

News of new shares

Runhua Services (02455) Hong Kong Public offering is about 7.74 times oversubscribed and priced at HK $1.70 per share

Sheng Neng Group (02459) Hong Kong offering shares are substantially oversubscribed and the final offer price is HK $1.60 per share.

Performance forecast

Minimally invasive brain Science (02172) released Yingxi: it is expected that annual revenue will grow by 36% over the same period last year, and overseas business revenue will soar by more than 32 times.

China Petroleum & Chemical Corp oil suit (01033): the annual net profit is expected to be 460 million yuan, an increase of 155.6%

Operation data

China Life Insurance Company Limited (02628): accumulated original premium income of 615.2 billion yuan in 2022

New China Life Insurance (01336): the cumulative original premium income reached 163.099 billion yuan in 2022

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

Mingfa Group (00846): total contract sales of 7.7 billion yuan in 2022 decreased by 26.7% compared with the same period last year.

The total sales revenue of R & F Real Estate (02777) in 2022 is about 38.43 billion yuan.

CGN New Energy (01811): 1796.6 gigawatt-hours of electricity generated in December increased by 26.8% over the same period last year.

Longshi Green Management (00106): contract sales of 22.287 billion yuan in 2022

Zhongan Online (06060) the total premium income of the original insurance in 2022 was about 23.648 billion yuan, an increase of 16.15% over the same period last year.

Air China Limited (00753) December passenger turnover fell 24.1% from a year earlier, up 37.6% from a month earlier.

China General number (03969): a total of 14 important projects in the rail transit market have won a total of 5.667 billion yuan.

Investment and operation

Cornerstone Technology Holdings (08391): the first EHSS electric vehicle charging project has been successfully completed.

Sino Biopharmaceutical (01177): application for first-line treatment of small cell lung cancer with TQB2450 injection combined with Arotini Hydrochloride capsule was accepted.

3D MEDICINES-B (01244): 3D185 is qualified as an orphan drug for the treatment of gastric cancer and gastroesophageal junction cancer by FDA in the United States.

Lizhu Medicine (01513): acenapine transdermal patch is approved for clinical trial

Hongxing Metro (01528): controlling shareholder signs framework agreement on share transfer A shares resume trading on January 16th

Increase and decrease holdings

China Resources Gas (01193) was awarded 12.944 million shares by The Capital Group.

CANSINOBIO (06185) was reduced by 1.1163 million shares by JPMorgan Chase & Co

The People's Insurance (01339) reduced his holdings of 14.98 million shares by the National Social Security Fund Council.

Repurchase cancellation

Tencent (00700) spent HK $347 million to buy back 950000 shares on January 13th

AIA Group Limited (01299) spent HK $225 million to buy back 2.546 million shares on January 13th

ESR Cayman Limited (01821) spent HK $10.49 million to buy back 625000 shares on January 13th

Zhongjun Business Management (00606) spent HK $16.8567 million to buy back 8.87 million shares on January 13.

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