Hong Kong Stock Market News:
1) Company News
$CHINA TELECOM (00728.HK)$In July, the mobile user base was approximately 419 million households, with a net increase of 2.21 million households. The net increase for the year to date was 11.29 million households. The number of mobile business users in July was 1.001 billion households, with a net increase of 0.559 million households. The net increase for the year to date was 9.815 million customers.
$CHINA MOBILE (00941.HK)$In July, the number of mobile business users was 1.001 billion, with a net increase of 0.559 million this month and a cumulative net increase of 9.815 million customers this year.
$SINOSYNERGY (09663.HK)$H-share full circulation implementation was approved for listing by the Hong Kong Stock Exchange.
$HANSOH PHARMA (03692.HK)$B7-H3 targeted antibody drug conjugate HS-20093 was granted breakthrough therapy designation by the FDA.
Business performance update:
$China Telecom Corporation (601728.SH)$In the first half of the year, the revenue was approximately 266 billion yuan, an increase of 2.8% year-on-year; the net income was 21.8 billion yuan, an increase of 8.2% year-on-year. During the period, the net increase of mobile users was 9.08 million households, and the user scale reached 0.417 billion households. The mobile user ARPU reached 46.3 yuan.
$KUAISHOU-W (01024.HK)$In the first half of the year, the revenue was 60.383 billion yuan, a year-on-year increase of 14%. Net income was 8.1 billion yuan, a year-on-year increase of 1238.8%. In the second quarter, revenue was 30.975 billion yuan, a year-on-year increase of 11.6%. Net income was 3.98 billion yuan, a year-on-year increase of 168.7%. The adjusted net income was 4.679 billion yuan, a year-on-year increase of 73.7%.
$SINOPEC SSC (01033.HK)$In the first half of the year, revenue was 36.821 billion yuan, a year-on-year decrease of 0.8%. Net income was 0.452 billion yuan, a year-on-year increase of 38.6%.
$SUNNY OPTICAL (02382.HK)$In the first half of the year, the revenue was approximately 18.86 billion yuan, a year-on-year increase of approximately 32.1%. Net income was approximately 1.079 billion yuan, a year-on-year increase of approximately 147.1%. The gross margin was approximately 17.2%, an increase of approximately 2.3 percentage points compared to the same period last year.
$XPENG-W (09868.HK)$In the first half of the year, total revenue was 14.66 billion yuan, a year-on-year increase of 61.2%. The net loss was 2.653 billion yuan, a year-on-year narrowing of 48.41%. During the period, the delivery volume of autos was 0.052 million, a year-on-year increase of 25.6%. In the second quarter, revenue was 8.11 billion yuan, a year-on-year increase of 60.2%. The adjusted net loss was 1.22 billion yuan, while the net loss in the same period last year was 2.67 billion yuan.
$HWORLD-S (01179.HK)$In the first half of the year, total revenue was 11.426 billion yuan, a year-on-year increase of 14.15%. Net income was 1.726 billion yuan. In the second quarter, total revenue was 6.148 billion yuan, a year-on-year increase of 11.18%. Net income was 1.067 billion yuan, a year-on-year increase of 5.12%.
$TONGCHENGTRAVEL (00780.HK)$In the first half of the year, revenue was 8.112 billion yuan, a year-on-year increase of 48.8%. Net income was 0.83 billion yuan, a year-on-year increase of 13.15%. The company's average monthly paid users increased by 0.7% and 1.9%, respectively, to 42.5 million and 42.6 million.
$CHINA BLUECHEM (03983.HK)$In the first half of the year, sales revenue was 6.007 billion yuan, a year-on-year decrease of 2.74%. Net income was 0.687 billion yuan, a year-on-year decrease of 59.96%.
$CGN NEW ENERGY (01811.HK)$In the first half of the year, revenue was 0.982 billion US dollars, a year-on-year decrease of 19.7%. Net income was 0.1835 billion US dollars, a year-on-year decrease of 7.3%.
$KINGSOFT (03888.HK)$In the first half of the year, revenue was 4.611 billion yuan, a year-on-year increase of 10.73%. Net income was 0.678 billion yuan, a year-on-year increase of 171.68%.
$POP MART (09992.HK)$In the first half of the year, revenue was 4.558 billion yuan, with a growth rate of 62.0% year-on-year. Net income was 0.921 billion yuan, a year-on-year increase of 93.3%.
$MORIMATSU INTL (02155.HK)$In the first half of the year, revenue was 3.477 billion yuan, a year-on-year decrease of 5.8%. Net income was 0.374 billion yuan, a year-on-year decrease of 11.21%.
$PA GOODDOCTOR (01833.HK)$In the first half of the year, revenue was 2.093 billion yuan. Net income was 56.65 million yuan, reversing a year-on-year loss.
$KINGSOFT CLOUD (03896.HK)$In the second quarter, revenue was 1.892 billion yuan, a year-on-year increase of 3.07%. The net loss was 0.353 billion yuan, a year-on-year decrease of 29.27%.
$MARKETINGFORCE (02556.HK)$Revenue in the first half of the year was 0.739 billion yuan, a year-on-year increase of 26.7%; net loss was 0.82 billion yuan, a year-on-year expansion of 1112.0%.
$YUEXIU SERVICES (06626.HK)$Total revenue for the first half of the year was 1.96 billion yuan, a year-on-year increase of 29.7%; net profit was 0.278 billion yuan, a year-on-year increase of 12.1%.
$SUNAC (01918.HK)$Expected net loss for the first half of the year is 1.5 billion yuan, mainly due to market downturn, significant reduction of recognized revenue, and provision for impairment.
$AGILE GROUP (03383.HK)$Announced profit warning, expected net loss for the mid-term to expand to about 8.5 billion yuan to 9 billion yuan compared to the same period of last year.
$RSUN PPT (01996.HK)$Expected net loss for the first half of the year is about 1.5 billion to 2 billion yuan.
$POWERLONG (01238.HK)$Expected net loss for the first half of the year is 1.9 billion yuan to 2.1 billion yuan.
$CHINA TRAVEL HK (00308.HK)$Expected net profit for the first half of the year to drop by more than 60% compared to the same period of last year.
$ZYLOXTB-B (02190.HK)$Revenue for the first half of the year was about 0.366 billion yuan, a year-on-year increase of 59%; net profit was 68.865 million yuan, turning losses into gains. This is mainly due to the rapid growth in sales of the nerve and peripheral vascular interventional medical devices division.
$POWERLONG CM (09909.HK)$Revenue for the first half of the year was 1.333 billion yuan, and the expected net profit was 0.193 billion yuan to 0.197 billion yuan, a year-on-year decrease of about 23.5% to 25.1%.
3) Buyback Dynamics
$DYNAGREEN ENV (01330.HK)$Recently, shareholder Great Wall Life Insurance increased its shareholding by 14.85 million H shares, increasing its shareholding to 6.10%.
$TENCENT (00700.HK)$Buybacked 2.7 million shares at the cost of 1.001 billion HKD, with the repurchase price ranging from 369.00 to 373.60 HKD.
$AIA (01299.HK)$Buybacked 3.7 million shares at the cost of about 0.193 billion HKD, with the repurchase price ranging from 51.85 to 52.4 HKD.
$HSBC HOLDINGS (00005.HK)$Buybacked 1.9764 million shares at the cost of 0.131 billion HKD, with the repurchase price ranging from 65.9 to 66.5 HKD.
Focus on hotspots:
Three major indexes fell slightly, S&P 500 and Nasdaq ended eight consecutive gains.
On Tuesday EST, the three major indexes of US stocks fell collectively, ending the recent upward trend. Investors remained cautious ahead of the Jackson Hole central bank annual gathering.
At the close, the Dow Jones fell 61.56 points, or 0.15%, to 40,834.97 points. The Nasdaq fell 59.83 points, or 0.33%, to 17,816.94 points. The S&P 500 index fell 11.13 points, or 0.20%, to 5,597.12 points.
Large technology stocks were mixed, with Nvidia down more than 2%, Meta and Tesla down less than 1%, and Microsoft, Apple, and Google up less than 1%.
China concept stocks are generally down, with Nasdaq Golden Dragon Index in China falling 3.95%. Vipshop fell more than 17%, iqiyi fell more than 7%, Weibo fell more than 6%, xpeng, li auto inc and Nio Inc each fell more than 5%, JD.com fell more than 4%, Full Truck Alliance and Alibaba both fell more than 3%.
The European Union's decision on the anti-subsidy investigation of electric vehicles against China has been announced, and the Ministry of Commerce has responded.
The spokesperson of the Ministry of Commerce stated that China has repeatedly pointed out that the European side has preconceived conclusions in the anti-subsidy investigation of electric vehicles against China, and that its practices in various aspects of the investigation violate the principle of "objectivity, fairness, non-discrimination, and transparency" that it promised, and also do not comply with the rules of the World Trade Organization. It claims to uphold "fair competition" but practices "unfair competition".
"Black Myth: Wukong" is popular, and the industry predicts that it may achieve sales of 5-7 million copies across all platforms.
The domestic game "Black Myth: Wukong" was officially launched at 10 o'clock yesterday and was simultaneously unlocked globally on the PS5 and PC platforms. According to SteamDB data, after about an hour of launch, the number of simultaneous online players of "Black Myth: Wukong" on Steam has exceeded 1 million, surpassing "Elden Ring" and "Baldur's Gate 3". According to statistics from the national game's bestseller list, as of 8 pm yesterday, the total sales of "Black Myth: Wukong" exceeded 4.5 million copies, and the total sales exceeded 1.5 billion yuan. Several practitioners in the gaming industry predict that the total sales of "Black Myth: Wukong" across all platforms may reach 5-7 million copies, and at the minimum selling price of 268 yuan, the buyout sales revenue of the game is between 1.34 billion yuan and 1.876 billion yuan.
Walmart plans to sell JD.com shares worth $3.74 billion.
According to insider reports cited by foreign media, Walmart plans to sell its shares of jd.com at a price of $24.85 to $25.85 per share. Sources said that Walmart is seeking to sell 0.1445 billion shares of jd.com, which could raise $3.74 billion based on the highest price. Data shows that Walmart is the largest shareholder of jd.com. On Tuesday, jd.com's US stocks closed at $28.19 per share, falling about 10% in after-hours trading. Neither company has commented on this matter. $Walmart (WMT.US)$ Intending to sell at a price of $24.85 to $25.85 per share. $JD.com (JD.US)$ Please use your Futubull account to access the feature.
At the close of the night session of July 27th,
As of August 21, $HSI Futures Current Contract (HSIcurrent.HK)$ As of August 21, the index closed at 17360 points, down 173 points or 0.99%, with a low of 151 points, and the total number of open positions was 115,639 contracts.
Hang Seng Index Bull & Bear Certificates
As of August 21, the latest bull-bear street cargo ratio of the Hang Seng Index was 52:48.
According to the distribution map of bull and bear certificates street cargo of the Hang Seng Index, the heavy bear certificate cargo zone is in the range of 18000-18099, with the latest bear certificate quantity in this range being 1,072, a decrease of 25 from the previous trading day. The most newly added zone is in the range of 17900-17999, with the latest bear certificate quantity in this range being 790, an increase of 186 from the previous trading day. The heavy bull certificate cargo zone and the most newly added ones are both in the range of 17100-17199, with the latest bull certificate quantity in this range being 1,289, an increase of 228 from the previous trading day.
The heaviest trading in NiuZheng Street is in the 17,100-17,199 range, with the latest number of trading certificates in this range being 1,289, an increase of 228 from the previous trading day.
Editor/Emily
