Big announcement

1. BYD shares: The sales volume of new energy vehicles in November was about 301,900 units, up 31.02% year on year

$BYD COMPANY (01211.HK)$: In November, the production of new energy vehicles was 316,510 units, up 37.54% year on year; this year's cumulative production was 2,736,259 vehicles, a cumulative increase of 66.66% year on year. The sales volume of new energy vehicles in November was 301,903 units, up 31.02% year on year. This year's cumulative sales volume was 2,683,374 units, with a cumulative year-on-year increase of 64.8%.

2. Ideal Auto: A total of 41,000 new vehicles were delivered in November, an increase of 172.9% over the previous year; a total of about 325,700 vehicles were delivered throughout the year, reaching the sales target of 300,000 vehicles ahead of schedule

$LI AUTO-W (02015.HK)$: In November 2023, Ideal Auto delivered a total of 41,030 new vehicles, an increase of 172.9% over the previous year. As of November 30, 2023, Ideal Auto has delivered a total of 325,677 vehicles throughout the year. Ideal Auto said it reached the target of 300,000 vehicles in 2023 ahead of schedule in November and will continue to challenge the target of delivering 50,000 vehicles in December.

3. Xiaopeng Motor: Delivered 20,000 new vehicles in November, an increase of 245% over the previous year

$XPENG-W (09868.HK)$: A total of 20,041 new vehicles were delivered in November 2023, an increase of 245% over the previous year. Delivery exceeded 20,000 vehicles for two consecutive months, setting a new monthly delivery high. In November, Xiaopeng G6 delivered 8,750 vehicles. As of the end of November, Xiaopeng Motor's cumulative delivery volume in 2023 reached 121,486 vehicles, exceeding the cumulative delivery volume for the full year of 2022.

4. NIO: Delivered 15,959 vehicles in November, up 12.6% year on year

$NIO-SW (09866.HK)$: In November 2023, 15,959 new vehicles were delivered, up 12.6% year on year; 142,026 vehicles have been delivered since 2023, up 33.1% year on year; as of November 30, 2023, NIO's cumulative delivery volume reached 431,582 vehicles.

5. Huahong Semiconductor: Huahong Hongli, a wholly-owned subsidiary, and Hualiwei signed a “Technology Development Agreement”

$HUA HONG SEMI (01347.HK)$It was announced that Huahong Hongli, a wholly-owned subsidiary of the company, and Hualiwei signed a 2023 technology development agreement on December 1, 2023. According to this, Hualiwei has agreed to provide Huahong Hongli with a non-exclusive license to use production and process technology along with supporting technical consulting services to support the 12-inch (300mm) wafer (produced using a 40nm process) production line manufactured by Huahong. Huahong Hongli must pay Hualiwei about RMB 110 million to RMB 180 million (tax included).

Operational data

$BYD COMPANY (01211.HK)$: The sales volume of new energy vehicles in November was about 301,900 units, up 31.02% year on year

$LI AUTO-W (02015.HK)$: A total of 41,030 new vehicles were delivered in November, an increase of 172.9% over the previous year; a total of about 325,700 vehicles were delivered throughout the year, reaching the sales target of 300,000 vehicles ahead of schedule

$XPENG-W (09868.HK)$: A total of 20,000 smart electric vehicles were delivered in November, an increase of 245% over the previous year. Monthly deliveries exceeded 20,000 for 2 consecutive months, setting a new monthly delivery high

$NIO-SW (09866.HK)$: 15,959 vehicles were delivered in November, a year-on-year increase of 12.6%

$GEELY AUTO (00175.HK)$: Total sales volume in November was 201,01,000 units, an increase of about 38% over the previous year

$MIDEA REAL EST (03990.HK)$: Contract sales for the first 11 months were 61.68 billion yuan, a year-on-year decrease of 15.78%

Investment and operation

$GCL TECH (03800.HK)$: Affiliated with GCL (002506.SZ) and GCL (002506.SZ) signed a silicon wafer sales contract

$BBMG (02009.HK)$: The subsidiary won a real estate project at a reserve price through an auction, with a total transaction price of 443 million yuan

$YUEXIUTRANSPORT (01052.HK)$: The toll revenue of the Guangzhou North Second Ring Road Expressway in October 2023 was 887.67 million yuan, a decrease of 7% over the previous year and an increase of 25.5% over the previous year

$HUA HONG SEMI (01347.HK)$: Huahong Hongli, a wholly-owned subsidiary, and Hualiwei signed a “Technology Development Agreement”

$JUNSHI BIO (01877.HK)$: The marketing license application for treprilizumab for nasopharyngeal cancer treatment has been accepted by TGA

$CSPC PHARMA (01093.HK)$: COVID-19 bivalent mRNA vaccine (SYS6006.32) included in emergency use in China

$ESR (01821.HK)$: Submit application information to the China Securities Regulatory Commission and the Shanghai Stock Exchange on the proposed listing of logistics assets on the Shanghai Stock Exchange through publicly raised infrastructure securities investment funds

Repurchase cancellation

$TENCENT (00700.HK)$: On December 1, it spent HK$403 million to repurchase 1.25 million shares

$AIA (01299.HK)$: On December 1, it spent HK$135 million to repurchase 2.014 million shares

$HSBC HOLDINGS (00005.HK)$: On November 30, it spent HK$178 million to repurchase 3 million shares

$KUAISHOU-W (01024.HK)$: On December 1, it spent approximately HK$28.6582 million to repurchase 500,000 shares

$ESR (01821.HK)$: On December 1, approximately HK$17.873 million was spent to repurchase 1,7984 million shares

$COSCO SHIP HOLD (01919.HK)$: On December 1, HK$16.4856 million was spent to repurchase 2.28 million shares

$SKYWORTH GROUP (00751.HK)$: On December 1, it spent HK$12.33 million to repurchase 4 million shares

$SUNSHINE PAPER (02002.HK)$: It is proposed to spend HK$150 million to HK$300 million to repurchase the company's shares

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