Selection of blockbuster announcements

1. ZTE Corporation: net profit in 2022 was 8.08 billion yuan, an increase of 18.6% over the same period last year.

$ZTE (00763.HK)$For the year 2022, the operating income was 122.954 billion yuan (RMB, the same below), an increase of 7.36% over the same period last year; the net profit belonging to the common shareholders of listed companies was 8.08 billion yuan, an increase of 18.60% over the same period last year; and basic earnings per share was 1.71 yuan. It is proposed to distribute 4 yuan (including tax) for every 10 shares.

2. Dongfang Electric sends Yingxi: it is expected that the annual return net profit will increase by 20% and 30% compared with the same period last year.

$DONGFANG ELEC (01072.HK)$According to the announcement, the company expects to achieve a net profit of 2.75 billion yuan (RMB, the same below) to 2.98 billion yuan in 2022, an increase of 20 to 30 percent over the same period last year. Total revenue is expected to be 55 billion to 56 billion yuan in 2022, an increase of 15 to 17 percent over the same period last year.

3. Sunny Optical Technology: in February, 80.671 million mobile phone lenses were shipped, down 26% from the same period last year.

$SUNNY OPTICAL (02382.HK)$In February 2023, shipments of major products, optical parts, glass spherical lenses shipped 1.016 million, an increase of 26.4% month-on-month, a decrease of 22.9%; mobile phone lens shipments of 80.671 million, an increase of 21%, a decrease of 26%; car lens shipments of 7.921 million, a decrease of 13.7%, an increase of 39.7% over the same period last year Shipments of other shots were 2.793 million, a decrease of 67.7% month-on-month and 68.9% lower than the same period last year.

4. Country Garden Holdings earnings Police: the losses attributable to shareholders range from about RMB 5.5 billion to RMB 7.5 billion.

$COUNTRY GARDEN (02007.HK)$According to an announcement issued on March 13, 2022, the company expects that the core net profit of the shareholders vested in the year ended December 31, 2022, excluding fair value changes and exchange net profit or loss, ranges from approximately RMB 1 billion to RMB 3 billion, and the losses attributable to shareholders range from approximately RMB 5.5 billion to RMB 7.5 billion.

5. CANSINOBIO: the recombinant pneumococcal protein vaccine starts the phase Ib clinical trial and completes the first patient in the group.

$CANSINOBIO (06185.HK)$According to the announcement, the Recombinant pneumococcal protein Vaccine (PBPV) developed by the Group officially launched the phase Ib clinical trial recently, and completed the first subject to be enrolled in the group. The company's PBPV vaccine under development is not a serotype vaccine. It uses an antigen based on pneumococcal surface protein A (PspA, a highly conserved protein expressed by almost all pneumococci) and contains four proteins, which is expected to have greater coverage in the elderly than current PPV23 and PCV13 products.

6. Xuhui Holdings: initial key terms of overseas debt restructuring, no principal reduction, credit increase, with a maximum extension period of 7 years

After R & F, Longguang and Sunchuang, another head real estate company has made significant progress in overseas debt restructuring. On the evening of March tenth$CIFI HOLD GP (00884.HK)$The latest situation of the "Comprehensive solution to the overseas liquidity situation" was announced. The announcement said that significant progress had been made in the comprehensive solution to the company's overseas liquidity situation, and announced the preliminary indicative key terms, including no reduction in the amount of principal, voluntary conversion of creditors, reduction of cash payment of interest, debt extension of no more than seven years, payment of a certain amount of advance, formulation of a feasible additional credit increase plan, etc.

7. Samsonite will be included in Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect.

$SAMSONITE (01910.HK)$According to the announcement, from March 13, 2023, the company's shares will be traded through the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect (collectively referred to as the "Stock Exchange Interconnection Mechanism").

Important matters

Genting Xinyao-B (01952): there is only a very small amount of cash in Silicon Valley Bank, which will not have a significant adverse impact on the company.

BeiGene, Ltd. (06160): recent developments in SVB are not expected to have a significant impact on the company's operations.

Foreign Exchange Technology (01860): the total deposit account balance in Silicon Valley Bank is about US $430000, which accounts for very little of the group's cash and cash equivalents.

San Nuo Pharmaceuticals-B (02257): the SVB incident will not have any significant impact on the Group's operations, business, financial position and ability to perform

Zai Lab Limited (09688): the closure of SVB will not affect the company's ability to meet its operating expenses and capital expenditure needs.

Garkos-B (01167): the proportion of cash deposits in Silicon Valley banks is very low, and the group's business operations and financial conditions remain normal.

Vobile group (03738): the closure of Silicon Valley Bank will not have a significant impact on the group's business operations.

Minimally invasive Medical Care (00853): no business relationship with Silicon Valley Bank of America

Financial data

Fuzhikang Group (02038) turned profit and loss to US $72.107 million in 2022.

China Resources Pharmaceutical (03320): the net profit of China Resources Boya Biology in 2022 was 432 million yuan, an increase of 25.45% over the same period last year.

China Resources Pharmaceutical (03320): the net profit of China Resources 392022 was 2.449 billion yuan, an increase of 19.16% over the same period last year.

Performance forecast

China Mobile Limited (00941) will announce his 2022 results on March 23rd, and it is expected that the dividend payout rate for the whole year of 2022 will further increase compared with the same period last year.

China Telecom Corporation (00728): gradually increase the annual profit distribution in the form of cash to more than 70% of the profits attributable to shareholders of the company in that year.

BoCom International (03329): estimated net loss of 29-3 billion yuan in 2022

The People's Insurance made a profit: it is expected that the annual net profit of returning home will increase by 10% compared with the same period last year.

PICC Property and Casualty (02328) Yingxi expects annual net profit to increase by about 10% and 20%.

Australian excellent (01717) earnings warning: expected annual net profit decreased by 74.5% to 80.3% compared with the same period last year.

Lemeng Film and Television (09857) earnings warning: adjusted net profit is expected to decline by about 48.1% to 51.7% in 2022.

Operation data

Qiu Ti Technology: camera module sales totaled 26.752 million in February, an increase of 2.1% over the same period last year.

Shimao Group (00813): cumulative contract sales of 8.62 billion yuan in the first two months

Yue Yuen (00551): net consolidated operating income of US $604 million in February

Baosheng International (03813): net consolidated operating income in February was 1.293 billion yuan, down 2.4% from a year earlier.

The total cumulative generating capacity of mountain high new energy (01250) is about 4.9292 million megawatt-hours.

R & F Real Estate (02777): total sales revenue of 2.11 billion yuan in February

Investment and operation

Cornerstone Pharmaceutical-B (02616) partner Blueprint Medicines publishes data from the PIONEER registration study of Taijihua ®in the treatment of inert systemic mastocytosis

CANSINOBIO (06185): recombinant pneumococcal protein vaccine starts phase Ib clinical trial and completes the first subject in the group.

Ganfeng Lithium (01772): Shanghai Jujin Gui intends to transfer 18% equity of Xinyu Ganfeng Mining to the company to repay 315 million yuan in arrears.

Hong Kong Aerospace Science and Technology (01725) plans to carry out strategic cooperation with IngeniArs in the aerospace field

Shanghai Fudan (01385): the company's technology center is recognized as the national enterprise technology center.

Lizhu Pharmaceutical (01513) signs license agreement with Onconic

CSPC Pharmaceutical (01093): application for listing of Enlang Subai Monoclonal Antibody injection was accepted by the State Drug Administration

Shanghai Fosun Pharmaceutical (02196) subsidiary of nicorandil injection for the treatment of unstable angina pectoris drug registration application was reviewed and accepted

Repurchase cancellation

Swire AG A (00019) spent HK $59.3459 million to buy back 994000 shares on March 10.

Swire B (00087) spent HK $9.89 million to buy back 1.055 million shares on March 10.

Zoomlion Heavy Industry Science and Technology (01157) spent 22.598 million yuan to buy back 3.5 million A shares on March 10.

Lizhu Pharmaceutical (01513) spent 9.6537 million yuan to buy back 278000 A shares on March 10.

Standard Chartered PLC (02888) spent 20.7404 million pounds to buy back 2.6606 million shares on March 9.

Yum China (09987) spent US $1 million to buy back 17000 shares on March 9.

Equity incentive

Pudat Technology (00650) has granted a total of 24.55 million award shares and will allocate 22.667 million award shares

Tianli International Holdings (01773) granted 61 million share options

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