Selected Announcement: Meituan's Q1 adjusted net profit was 7.49 billion yuan, a year-on-year increase of 36.4%; NIO's first-quarter revenue decreased by 7.2% year-on-year to 9.91 billion yuan.

cls.cn · Jun 7 07:32

①中石化油服签署近80亿元项目合同，将带来多少业绩增量？ ②越秀地产前5月销售额下滑逾四成，其他房企表现如何？

昨日今晨港股重要公告如下：

1）公司要闻

$中石化油服 (01033.HK)$：与沙特阿美签署MGS三期管道项目群6包和7包境内采购和施工交钥匙固定总价合同，涉资约79.56亿元，约占2023年营业收入的9.95%。

据公告，本次签约的6包和7包管道项目，主要承担双线总长度696公里，天然气长输管线及其配套设施的EPC工程服务，合同工期1275天。

$蔚来-SW (09866.HK)$：一季度收入99.086亿元，同比下降7.2%；汽车销售额83.813亿元，汽车毛利率为9.2%。同期净亏损为人民币51.85亿元，同比扩大9.4%

公告称，于2024年4月及5月，蔚来交付量分别为15,620辆及20,544辆，同比大幅增长134.6%及233.8%。预计二季度汽车交付量为5.4万至5.6万辆，同比增长约129.6%至138.1%。收入总额约165.87亿元-171.35亿元，同比增长约89.1%至95.3%。

$美团-W (03690.HK)$：一季度收入732.76亿元，同比增加25%；经调整净利润为74.88亿元，同比增长36.4%；经调整EBITDA 80.7亿元，同比增加28.9%

公告称，期内核心本地商业分部收入同比增长27.4%至546亿元。经营溢利同比增长2.7%至97亿元，经营利润率为17.8%；即时配送交易笔数同比增加28.1%至54.65亿单；新业务分部收入同比增长18.5%至187亿元，经营亏损同比收窄45.2%至28亿元，经营亏损率继而改善至14.8%。

$复星医药 (02196.HK)$：控股子公司自主研发的复迈替尼片的药品注册申请获国家药监局受理。数据显示，同类抑制剂于全球范围的销售额约为18.10亿美元。

$越秀地产 (00123.HK)$：前5月累计合同销售400.92亿元，同比下降约42.3%。

$保利置业集团 (00119.HK)$：前5月累计合同销售210亿元，同比下降36.9%。

$中国海外发展 (00688.HK)$：前5月累计合同销售1017.01亿元，同比下降30.8%。

$中国海外宏洋集团 (00081.HK)$：前5月累计合同销售149.37亿元，同比下跌29.8%。

$融信中国 (03301.HK)$：前5月累计合同销售28.18亿元，均价每平米11617元。

$合景泰富集团 (01813.HK)$：5月合同销售11.8亿元，同比下降50.4%。

$捷利交易宝 (08017.HK)$：5月新增机构客户数量3个，注册用户数量81.63万户，同比增加5.2%，打新记用户数量10.26万股，同比增加3.6%。

2）回购动态

$腾讯控股 (00700.HK)$：斥资约10.04亿港元回购股份262万股，回购价379.2-390.8港元。

$汇丰控股 (00005.HK)$：斥资2.39亿港元回购350万股股份，回购价67.85-68.75港元。

$友邦保险 (01299.HK)$：斥资4123.27万港元回购69.84万股，回购价58.85港元-59.45港元。

$福莱特玻璃 (06865.HK)$：斥资1999.33万港元回购132万股，回购价15.04-15.2港元。

$太古股份公司A (00019.HK)$：斥资1959.5万港元回购28.3万股，回购价68.6-70港元。

编辑/new

Sinopec SSC signs a project contract worth nearly 8 billion yuan, how much performance increment will it bring? Yuexiu Property's sales in the first five months decreased by more than 40%, how did other real estate companies perform?

Important announcements for Hong Kong stocks yesterday and this morning: 1) Company News

1) Company News

$SINOPEC SSC (01033.HK)$: Signed a fixed-price turnkey contract for domestic procurement and construction of 6 and 7 packages of MGS Phase III pipeline project group with Saudi Aramco, involving about 7.956 billion yuan, accounting for about 9.95% of the revenue in 2023.

According to the announcement, the 6th and 7th pipeline projects contracted this time mainly undertake the EPC engineering services for the double-line total length of 696 kilometers, the long-distance gas pipeline and its supporting facilities. The contract period is 1275 days.

$NIO-SW (09866.HK)$: Revenue in the first quarter was RMB 9.9086 billion, a year-on-year decrease of 7.2%; auto sales revenue was RMB 8.3813 billion, and the auto gross margin was 9.2%. The net loss for the same period was RMB 5.185 billion, a year-on-year increase of 9.4%.

The announcement stated that in April and May 2024, NIO deliveries were 15,620 and 20,544 vehicles, respectively, representing a significant increase of 134.6% and 233.8% YoY. It is expected that auto deliveries in the second quarter will be between 54,000 and 56,000, an increase of about 129.6% to 138.1% YoY. Total income is about 16.587 billion yuan to 17.135 billion yuan, a YoY increase of about 89.1% to 95.3%.

$MEITUAN-W (03690.HK)$: Revenue in the first quarter was RMB 73.276 billion, a year-on-year increase of 25%; adjusted net income was RMB 7.488 billion, a year-on-year increase of 36.4%; adjusted EBITDA was RMB 8.07 billion, a year-on-year increase of 28.9%.

The announcement stated that the revenue of the core local business segment in the period increased by 27.4% YoY to 54.6 billion yuan. Operating surplus increased by 2.7% YoY to 9.7 billion yuan, with an operating profit margin of 17.8%; On-demand delivery transactions increased by 28.1% YoY to 5.465 billion orders; New business segment revenue increased by 18.5% YoY to 18.7 billion yuan, and operating losses narrowed by 45.2% YoY to 2.8 billion yuan, and the operating loss rate subsequently improved to 14.8%.

$FOSUN PHARMA (02196.HK)$: The drug registration application for Fumai Tini tablets independently developed by a controlling subsidiary has been accepted by the National Medical Products Administration. Data show that the sales of similar inhibitors worldwide are about US$1.81 billion.

$YUEXIU PROPERTY (00123.HK)$: Cumulative contract sales in the first five months were approximately RMB 40.092 billion, a year-on-year decrease of about 42.3%.

$POLY PROPERTY (00119.HK)$: Cumulative contract sales in the first five months were RMB 21 billion, a year-on-year decrease of 36.9%.

$CHINA OVERSEAS (00688.HK)$: Cumulative contract sales in the first five months were approximately RMB 101.701 billion, a year-on-year decrease of about 30.8%.

$CH OVS G OCEANS (00081.HK)$: Cumulative contract sales in the first five months were approximately RMB 14.937 billion, a year-on-year decrease of about 29.8%.

$RONSHINECHINA (03301.HK)$: Cumulative contract sales in the first five months were RMB 2.818 billion, with an average price of RMB 11,617 per square meter.

$KWG GROUP (01813.HK)$: Contract sales in May were RMB 1.18 billion, a year-on-year decrease of 50.4%.

$TRADEGO (08017.HK)$Flat Glass (06865.HK): They spent HKD 19.9933 million to repurchase 1.32 million shares at a repurchase price of HKD 15.04-15.2 per share; and spent HKD 19.595 million to repurchase 283,000 shares at a repurchase price of HKD 68.6-70 per share.

2) Repurchase Dynamics

$TENCENT (00700.HK)$Spending approximately HKD 1.004 billion to repurchase 2.62 million shares, with a repurchase price of HKD 379.2-390.8.

$HSBC HOLDINGS (00005.HK)$Spending HKD 239 million to repurchase 3.5 million shares, with a repurchase price of HKD 67.85-68.75.

$AIA (01299.HK)$Spending HKD 41.2327 million to repurchase 0.6984 million shares, with a repurchase price of HKD 58.85-59.45.

$FLAT GLASS (06865.HK)$Spending HKD 19.9933 million to repurchase 1.32 million shares, with a repurchase price of HKD 15.04-15.2.

$SWIRE PACIFIC A (00019.HK)$Spending HKD 19.595 million to repurchase 0.283 million shares, with a repurchase price of HKD 68.6-70.

Editor/new

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

Announcement selection

公告精选 | 美团Q1调整后净利74.9亿元，同比增长36.4%；蔚来一季度营收同比降7.2%至99.1亿元

Selected Announcement: Meituan's Q1 adjusted net profit was 7.49 billion yuan, a year-on-year increase of 36.4%; NIO's first-quarter revenue decreased by 7.2% year-on-year to 9.91 billion yuan.

Risk Disclaimer

Statement