Announcement selection

Selected announcements | China Telecom's Q1 net profit increased 7.7% year on year; Tianqi Lithium had an estimated loss of 3.6 billion yuan to 4.3 billion yuan in Q1

cls.cn · Apr 24 08:12

①中国电信一季度净利润约86亿元，哪些业务增长较快？ ②中国中免季度营收同比下滑近一成，盈利是否复苏？

昨日港股重要公告如下：

一季报汇总

$中国电信 (00728.HK)$：一季度经营收入1354.93亿元，同比上升3.8%，净利润85.97亿元，同比增长7.7%。

期内，移动通信服务收入达522.26亿元，同比增长3.2%，5G套餐用户净增1,006万户，达到3.29亿户，渗透率达到79.9%，移动用户ARPU为45.8元，较去年提升0.9%。
一季度公司产业数字化业务收入达到人民币386.79亿元，同比增长10.6%。

$中国平安 (02318.HK)$：一季度归属于母公司股东的净利润367.09亿元，同比下降4.3%。寿险及健康险、财产保险以及银行三大核心业务恢复增长，合计营运利润398.16亿元，同比增长0.3%。

期内，寿险及健康险业务新业务价值达成128.90亿元，可比口径下同比增长20.7%，代理人渠道人均新业务价值同比增长56.4%;新业务价值率22.8%，可比口径下同比增长6.5个百分点。
平安产险保险服务收入806.27亿元，同比增长5.7%。平安产险剔除保证保险后的整体综合成本率为98.4%。
平安银行实现净利润149.32亿元，同比增长2.3%。截至2024年3月31日，核心一级资本充足率上升至9.59%，拨备覆盖率261.66%。

$中国中免 (01880.HK)$：一季度营收188.07亿元，同比减少9.45%；净利润23.06亿元，同比增加0.25%。

$丽珠医药 (01513.HK)$：一季度营收32.43亿元，同比减少4.99%；净利润6.08亿元，同比增加4.45%。

$天津创业环保股份 (01065.HK)$：一季度营收10.8亿元，同比增长10.61%；净利润2.516亿元，同比增长21.00%。

$天齐锂业 (09696.HK)$盈警：预期一季度亏损36亿至43亿元。

公司要闻

$五矿资源 (01208.HK)$：一季度铜总产量为6.71万吨，同比减少3%。

$百济神州 (06160.HK)$：替雷利珠单抗获欧盟委员会批准用于三项非小细胞肺癌适应症的一线及二线治疗。

$三和建筑集团 (03822.HK)$：获授予一份建筑工程合约，为一个位于九龙启德区的公共房屋项目承造地基工程。合约额预计超过4亿港元。

$华宝国际 (00336.HK)$：于2024年4月23日，集团成员公司合计投资总额16.6亿元金融产品。

$德视佳 (01846.HK)$：一季度进行的眼科手术总数合计为7234例，同比增加6%。

回购动态

$东风集团股份 (00489.HK)$：获控股股东东风汽车公司增持480.6万股H股股份。

$汇丰控股 (00005.HK)$：斥资约8110.47万港元回购股份128.32万股，回购价62.95-63.55港元。

$恒生银行 (00011.HK)$：斥资5902.69万港元回购60万股，回购价97.55-98.95港元。

$友邦保险 (01299.HK)$：斥资约479.99万港元回购股份9.86万股，回购价48.3-48.85港元。

编辑/Somer

① China Telecom's net profit for the first quarter was about 8.6 billion yuan. Which businesses are growing faster? ② China's free quarterly revenue fell by nearly 10% year on year. Is profit recovering?

The important announcements for Hong Kong stocks yesterday are as follows:

Quarterly Report Summary

$CHINA TELECOM (00728.HK)$: Operating revenue for the first quarter was 135.493 billion yuan, up 3.8% year on year, and net profit was 8.597 billion yuan, up 7.7% year on year.

During the period, mobile communication service revenue reached 52,226 billion yuan, up 3.2% year on year. The net increase of 5G package users was 10.06 million, reaching 329 million households, and the penetration rate reached 79.9%. The ARPU for mobile users was 45.8 yuan, an increase of 0.9% over last year.
In the first quarter, the company's industrial digitization business revenue reached RMB 38.679 billion, an increase of 10.6% over the previous year.

$PING AN (02318.HK)$: Net profit attributable to shareholders of the parent company in the first quarter was 36.709 billion yuan, a year-on-year decrease of 4.3%. The three core businesses of life insurance and health insurance, property insurance, and banking resumed growth, with a total operating profit of 39.816 billion yuan, an increase of 0.3% over the previous year.

During the period, the new business value of the life insurance and health insurance business reached 12.890 billion yuan, an increase of 20.7% year on year, and the per capita new business value of the agent channel increased 56.4% year on year; the new business value ratio was 22.8%, an increase of 6.5 percentage points year on year under comparable caliber.
Ping An Industrial Insurance's service revenue was 80.627 billion yuan, an increase of 5.7% over the previous year. Ping An Insurance's overall comprehensive cost ratio after excluding guarantee insurance is 98.4%.
Ping An Bank achieved net profit of 14.932 billion yuan, an increase of 2.3% over the previous year. As of March 31, 2024, the core Tier 1 capital adequacy ratio increased to 9.59%, and the provision coverage ratio was 261.66%.

$CTG DUTY-FREE (01880.HK)$: Revenue for the first quarter was 18.807 billion yuan, down 9.45% year on year; net profit was 2.306 billion yuan, up 0.25% year on year.

$LIVZON PHARMA (01513.HK)$: Revenue for the first quarter was 3.243 billion yuan, down 4.99% year on year; net profit was 608 million yuan, up 4.45% year on year.

$TIANJIN CAPITAL (01065.HK)$: Revenue for the first quarter was 1.08 billion yuan, up 10.61% year on year; net profit was 251.6 million yuan, up 21.00% year on year.

$TIANQI LITHIUM (09696.HK)$Profit Alert: Expected losses of 3.6 billion to 4.3 billion yuan in the first quarter.

Company news

$MMG (01208.HK)$: Total copper production in the first quarter was 671,000 tons, a year-on-year decrease of 3%.

$BEIGENE (06160.HK)$: Tirelizumab has been approved by the European Commission for first-line and second-line treatment for three non-small cell lung cancer indications.

$SAM WOO CONS (03822.HK)$: Awarded a construction contract to undertake foundation works for a public housing project in Kai Tak District, Kowloon. The contract value is expected to exceed HK$400 million.

$HUABAO INTL (00336.HK)$: On April 23, 2024, group member companies invested a total of 1.66 billion yuan in financial products.

$EUROEYES (01846.HK)$: The total number of eye surgeries performed in the first quarter was 7,234, an increase of 6% over the previous year.

Buyback News

$DONGFENG GROUP (00489.HK)$: The controlling shareholder Dongfeng Motor Company increased its H share holdings by 4.806 million.

$HSBC HOLDINGS (00005.HK)$: Approximately HK$81,147 million was spent to repurchase 1,283,200 shares at a repurchase price of HK$62.95-63.55.

$HANG SENG BANK (00011.HK)$: Spend HK$59.026,900 to repurchase 600,000 shares at a repurchase price of HK$97.55-98.95.

$AIA (01299.HK)$: Approximately HK$4.79,900 was spent to repurchase 98,600 shares at a repurchase price of HK$48.3-48.85.

Editor/Somer

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