Selection of blockbuster announcements

1. NIO Inc.-SW: 10100 vehicles were delivered in October, an increase of 174.3% over the same period last year.

$NIO-SW (09866.HK)$It was announced that NIO Inc. will deliver 10059 cars in October 2022, an increase of 174.3% over the same period last year. The delivery includes 5979 high-end smart electric SUV, including 2814 ES7, and 4080 high-end smart electric cars, including 3050 ET7 and 1030 ET5. Our car production and delivery have been affected by plant operational challenges and supply chain fluctuations due to the COVID-19 epidemic in some parts of China. NIO Inc. 's cumulative car delivery volume reached 259563 as of October 31, 2022.

A total of 10100 new cars were delivered in October, an increase of 31.4% over the same period last year.

$Li Auto-W (02015.HK)$It was announced that in October 2022, Li Auto Inc. delivered a total of 10052 new cars, an increase of 31.4% over the same period last year. As of October 31, 2022, Li Auto Inc. 's cumulative delivery volume was 221067 vehicles.

3. XPeng Inc.-W: 103654 vehicles were delivered in the first 10 months, an increase of 56% over the same period last year.

$XPENG-W (09868.HK)$According to the announcement, XPeng Inc. delivered a total of 5101 smart electric vehicles in October 2022, including 2104 XPeng Inc. smart coupe P7, 1665 smart home sedan P5 and 709 G3i smart SUV. As of October 31, 2022, XPeng Inc. delivered a total of 103654 vehicles in 2022, an increase of 56 per cent over the same period last year.

4. Longfor Group: the controlling shareholder increased his holdings of 3 million shares and bought US $2.8 million in preferred notes

$LONGFOR GROUP (00960.HK)$According to the announcement, Charm Talent International Limited (Charm Talent), the company's controlling shareholder, added 3 million shares to the open market on November 1, 2022, with an average price of about HK $10.48 per share and a total principal of US $2.8 million of senior notes issued by the company. The entire issued share capital of Charm Talent is wholly owned by Silver Sea Assets Limited (Silver Sea) and the entire issued share capital of Silver Sea is wholly owned by HSBC International Trustee Limited as trustee of the XTH Trust. Immediately before the increase, Charm Talent held 2.726 billion shares, equivalent to about 43.41 per cent of the company's issued share capital at the date of this announcement. Immediately following the increase in the shares, Charm Talent holds 2.729 billion shares, equivalent to approximately 43.45 per cent of the issued share capital of the company as of the date of this announcement.

5. Fuhong Hanlin: the State Drug Administration approved the application for registration of new indications of Hans-like ®combined with chemotherapy for first-line treatment of squamous non-small cell lung cancer (NDA).

$HENLIUS-B (02696.HK)$Recently, the State Drug Administration ("NMPA") has approved the application for registration (NDA) of the company's innovative anti-PD-1 monoclonal antibody Hans-like ®(Srellib injection) ("Hans-like ®") combined with carboplatin and albumin paclitaxel for first-line treatment of unresectable locally advanced or metastatic squamous non-small cell lung cancer (sqNSCLC). This indication is the second indication for Hans-like ®to be approved for listing on Chinese mainland (excluding Hong Kong, Macao and Taiwan, China).

6. Hongguang Semiconductor: recently, it has begun to produce its own 6-inch GaN power device epitaxial wafer.

$HongGuang Lighting Holdings (06908.HK)$It is announced that the Group has recently begun to produce its own 6-inch GaN power device epitaxial wafer ("epitaxial wafer"). The successful fabrication of epitaxial wafers well ahead of schedule paves the way for the rapid industrialization and mass production of the third generation GaN semiconductors. This is an important achievement in the transformation of the Group's business to the third generation GaN semiconductor supplier and marks a milestone in the commercialization of the Group's third generation GaN semiconductors. The Group remains optimistic about the prospect of third-generation semiconductor manufacturing, especially GaN manufacturing and sales, and will continue to deepen its business transformation and strive to become an industry leader in supplying third-generation GaN semiconductors in the Greater China market.

7. China Electric Power: the controlling shareholder intends to increase its stake by no more than HK $500 million

$CHINA POWER (02380.HK)$It was announced that on 31 October 2022, the company received notification from China Power (New Energy) Holdings Limited ("CLP New Energy"), an indirect subsidiary of the company's shareholder and ultimate controlling shareholder SPIC ("State Power Investment"). CLP New Energy plans to increase its stake in the company in the open market in the next 12 months, up to a maximum of HK $500m.

COSCO Shipping Holdings: SASAC approved the controlling shareholder, Cosco, to transfer 805 million shares free of charge to SAIC, accounting for 5% of the company's total capital.

$COSCO SHIP HOLD (01919.HK)$According to the announcement, on October 9, 2022, Cosco Shipping Holdings Co., Ltd. indirect controlling shareholder Cosco Shipping Group Co., Ltd. and Shanghai Automotive Industry (Group) Co., Ltd. signed the Agreement between China Ocean Shipping Group Co., Ltd. and Shanghai Automotive Industry (Group) Co., Ltd. on the free transfer of state-owned shares of COSCO Shipping Holdings Co., Ltd. Cosco Shipping Group plans to transfer its 804700000 shares in unlimited terms of sale to SAIC for free, accounting for 5 per cent of the company's total share capital. Recently, the company received notice from indirect controlling shareholder COSCO Shipping Group that the above-mentioned free transfer of state-owned shares has been approved by the State-owned assets Supervision and Administration Commission of the State Council. After the completion of the transfer, Cosco Shipping Group and its subsidiaries held a total of 6749722010 shares of COSCO Shipping Holdings, accounting for 41.94% of the total share capital of the company as of October 31, 2022.

Financial data

Shengjie Enterprise (06090): revenue increased 35% to S $134.9 million in the first nine months

INNOVENT BIO (01801): total product income in the third quarter was more than 1.1 billion yuan.

Yum China (09987): adjusted net profit in the third quarter was 208 million US dollars, up 117% from the same period last year.

Performance forecast

Mei Heng Industrial (01897) earnings warning: expected medium-term net profit to decrease by about 85% to 100%

Baineng International Energy (08132) is expected to turn to a profit and loss of about HK $11 million in the medium term.

Operation data

Dayue City Real Estate (00207): the total contract sales in the first three quarters is about 19.736 billion yuan.

Mobile card (09923): the total payment transaction volume of one-stop payment service reached 540.8 billion yuan in the third quarter, an increase of 4.3% over the previous quarter.

Increase and decrease holdings

Longfor Group (00960): the controlling shareholder increased his holdings of 3 million shares and bought US $2.8 million in preferred notes

Xuhui holding Group (00884): a total of 1 million shares increased by controlling shareholders

Merger and acquisition and sale

China Construction International (03311): and China overseas Hongyang Group (00081): Hongzhi Asia Pacific plans to acquire 45% stake in China Ocean Hongyang Haifu (Hefei) real estate development with 292 million yuan.

Hot coin technology (01611) plans to sell 100% stake in Win Techno Inc. For $3.27 million.

Kangchen Pharmaceutical (01681): the potential seller has informed the Board that the letter of intent will be terminated as of the date of this announcement.

Investment and operation

Shanghai Pharmaceutical (02607): evaluation of the consistency of Azithromycin tablets and terazosin Hydrochloride tablets by generic drugs

The summary of Keji Pharmaceutical-B (02171): CT053 has been accepted by the upcoming 2022 ASH annual meeting, and will be presented and released in the form of posters.

Cosco Haineng (01138): increase capital to CLNG to participate in the construction of LNG ships

Zhongying Group Holdings (00766): plans to purchase specified grade gold-bearing metal ores from Sino Mineral Trading (Mauritius)

Luoyang Glass (01108): received a total of 27.9039 million yuan in government subsidies

Shanghai Fudan (01385): Fudan Micro Power and its subsidiaries have received a cumulative government subsidy of about 58.1506 million yuan.

China Evergrande Group (03333): Evergrande Group Co., Ltd., a subsidiary, received an enforcement notice from the court.

Repurchase cancellation

China Petroleum & Chemical Corporation (00386): repurchased 37.468 million shares at a cost of HK $119 million on November 1st

Skyworth Group (00751): repurchased 2.042 million shares at a cost of HK $6.0666 million on November 1st

AIA Group Limited (01299): repurchased 720000 shares at a cost of HK $43.78 million on November 1st

ASMPT (00522): repurchase of 100000 shares at a cost of HK $4.4525 million on November 1st

Haier Smart Home (06690): repurchased 700000 shares at a cost of HK $14.3052 million on November 1st

ESR Cayman Limited (01821): repurchased 700000 shares at a cost of HK $9.6872 million on November 1st

CK Asset (01113): repurchased 220000 shares at a cost of HK $9.63 million on November 1st

CANSINOBIO (06185): spent 33.4509 million yuan to buy back 170100 A shares on November 1st

China Literature (00772): repurchased 300000 shares at a cost of HK $6.6831 million on November 1st

Swire AG A (00019): repurchased 506000 shares at a cost of HK $26.8677 million on November 1st

Yum China-S (09987): buyback 72800 shares at a cost of about US $3 million on October 31st

Kangji Medical (09997): repurchased 869000 shares at a cost of HK $5.546 million on November 1st

Debt financing

Sichuan Chengdu-Chongqing Expressway (00107): application for registration of issuing no more than 5 billion yuan of corporate bonds approved by the China Securities Regulatory Commission