Selection of blockbuster announcements

1. China Oilfield Service Yingxi: net profit in 2022 is expected to increase by 571% 699% compared with the same period last year.

$CHINA OILFIELD (02883.HK)$According to the announcement, the net profit in 2022 is expected to be 2.1 billion yuan to 2.5 billion yuan, an increase of 1.787 billion yuan to 2.187 billion yuan, an increase of 571% to 699%. It is estimated that non-net profit will be deducted from 2 billion yuan to 2.4 billion yuan in 2022, an increase of 2.035 billion yuan to 2.435 billion yuan, an increase of 5814% to 6957%.

2. Xiansheng Pharmaceutical Co., Ltd.: the application for listing of the anti-new crown new drug Xianoxin ®is accepted by the State Drug Administration.

$SIMCERE PHARMA (02096.HK)$Announced that on January 16, 2023, the group's application for marketing of the innovative drug Xianoxin ®(combined packaging of Sinotrevir tablets / ritonavir tablets) ("NDA"), in cooperation with Shanghai Institute of Pharmaceutical Research, Chinese Academy of Sciences and Wuhan virus Research Institute, was accepted by the China State Drug Administration ("NMPA") under a special drug approval procedure for the treatment of adult patients with mild to moderate novel coronavirus infection ("COVID-19").

3. Zhaoyan new drug: the annual net profit is expected to increase by about 81.5% 101.5% compared with the same period last year.

$JOINN (06127.HK)$According to the announcement, compared with the financial statement data for the same period last year, the operating income realized in 2022 is expected to increase by about 549 million yuan (RMB, the same below) to 852 million yuan, an increase of about 36.2% to 56.2% compared with the same period last year. The net profit attributed to shareholders of listed companies is expected to increase by about 454 million yuan to 566 million yuan in 2022, an increase of about 81.5% to 101.5% compared with the same period last year.

4. China Rallway's recent major projects won a total of about 109.71 billion yuan.

$CHINA RAILWAY (00390.HK)$According to the announcement, recently, the company has won a number of major projects with a total bid price of about 109.71571 billion yuan, accounting for about 10.25% of the company's operating income in 2021 under Chinese accounting standards.

In addition, the total value of new contracts signed by the company from October to December 2022 totaled 1.04931 trillion yuan, and the total value of newly signed contracts this year was 3.03239 trillion yuan, an increase of 11.1 percent over the same period last year.

5. COSCO Shipping Holdings plans to increase capital to Fulinmen of Cofco with about 5.5 billion yuan, accounting for 5.81% of the shares.

$COSCO SHIP HOLD (01919.HK)$It was announced that on January 16, 2023, the company entered into a capital increase agreement with Cofco Fulinmen, Cofco Group and other investors through consultation, according to which the company and other investors agreed to subscribe for Cofco Linmen subscription shares. among them, the company agreed to subscribe for about 180 million subscription shares of Cofco Fulinmen, in the way that the company contributed about RMB 5.5 billion to Cofco Fulinmen, and in accordance with the terms and conditions contained in the capital increase agreement. Before the completion of the capital increase, the group did not hold shares in Cofco Fulinmen. After the completion of the capital increase, the group will hold about 5.81% of Cofco Fulinmen shares.

Performance forecast

China Oilfield Services (02883) expects the annual return net profit to increase by 571% to 699% compared with the same period last year.

Zhaoyan new drug (06127) Yingxi: annual net profit is expected to increase by about 81.5% to 101.5%

China Civil Aviation Information Network (00696) is expected to record a net profit of 600 million yuan to 700 million yuan airport digital product business revenue growth over the same period last year.

Jingxi Jingdian (00710): annual net profit is expected to increase by 70% to 90%.

Shanshui cement (00691) profit warning: expected annual profit reduced by more than 70%

China traditional Chinese Medicine (00570) earnings Alert: annual net profit is expected to drop by 60% compared with the same period last year.

Operation data

China Shenhua Energy (01088): coal sales reached 418.3 million tons in 2022

China MCC (01618): the newly signed contract value of 1.35 trillion yuan in 2022 increased by 11.7% over the same period last year.

China China Eastern Airlines Corp Ltd (00670) passenger turnover fell 28.67% in December compared with the same period last year.

China Southern Airlines (01055): passenger transport capacity fell by 25.02% in December compared with the same period last year.

China Rallway (00390) recently won bids for major projects totaling about 109.71 billion yuan, with a newly signed contract value of 1.04931 trillion yuan in the fourth quarter.

Huaneng International Power Co., Ltd. (00902) in 2022, the proportion of electricity traded in the market will be 88.40%, an increase of 27 percentage points over the same period last year.

Datang New Energy (01798) completed 3.3826 million megawatt hours in December, an increase of 23.78% over the same period last year.

Investment and operation

Lizhu Pharmaceutical (01513) and Health Yuan set up a joint venture company to co-ordinate the operation of animal health business.

China Oilfield Service (02883): the company's capital expenditure is estimated to be about 9.3 billion yuan in 2023.

Keji Pharmaceutical-B (02171): cooperation Agreement with East China Medicine on Zevoji Orensai injection

COSCO Shipping Holdings (01919) plans to invest 5.5 billion yuan in Zhongliangfu Linmen.

China Construction Bank Corporation (00939): Jianxin Housing Leasing Fund set up a sub-fund in cooperation with Vanke Group.

Heyu-B (02256.HK): the subsidiary is studying the CSF-1R inhibitor pimicotinib (ABSK021), which is approved by the State Drug Administration to conduct a phase II clinical study of chronic graft-versus-host disease.

Fund financing

Anhui Conch Cement (00914): Hefei Weili joined the industrial investment fund as a limited partner

Debt financing

Wuxi Apptec (02359) intends to apply for registration to issue targeted debt financing instruments of no more than 5 billion yuan.

Additional rights issue

Due to the exercise of share options, Heart Company (02400) issued 4000 shares.

Dali Foods Group (03799) intends to grant a total of 224 million shares under the share incentive scheme

Repurchase cancellation

Tencent (00700) spent HK $353 million to buy back 950000 shares on January 16.

AIA Group Limited (01299) spent HK $225 million to buy back 2.563 million shares on January 16.

ESR Cayman Limited (01821) spent HK $8.49 million to buy back 500000 shares on January 16.

Zhongjun Business Management (00606) spent HK $18.05 million to buy back 9.4 million shares on January 16.

Hisense Home Appliances (00921) spent 11.3045 million yuan on January 16 to buy back 676000 A shares

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