Selection of blockbuster announcements

1. Ganfeng Lithium expects net profit of 18 billion-22 billion yuan in 2022, an increase of 244.27% over the same period last year. 320.78%

$Ganfeng Lithium (01772.HK)$According to the announcement, the group is expected to have a net profit range of 18 billion yuan to 22 billion yuan for the 12 months ending December 31, 2022, an increase of about 244.27% to 320.78% over the same period last year; net profit range after deducting non-recurring profits and losses is expected to be 17.4 billion yuan to 21.4 billion yuan, an increase of about 498.54% to 636.14% over the same period last year. During the reporting period, due to the strong growth of downstream customers' demand for lithium salt due to the rapid development of the global new energy industry, the sales price of the company's lithium products increased significantly compared with the same period last year; and during the reporting period, the market of power battery and energy storage industry continued to grow, and the company's production and sales of lithium battery plate increased significantly, so the company's operating performance increased year-on-year.

2. Zijin Mining Group expects the net profit in 2022 to be about 20 billion yuan, an increase of 27.61% over the same period last year.

$ZIJIN MINING (02899.HK)$According to the announcement, the net profit attributable to shareholders of listed companies is expected to be about 20 billion yuan in 2022, an increase of about 27.61 percent over the same period last year. It is estimated that the net profit belonging to shareholders of listed companies after deducting non-recurring gains and losses is about 19.5 billion yuan in 2022, an increase of about 32.82% over the same period last year. The change in the performance of the current period is mainly due to: in 2022, the company's mineral gold was 55.9 tons, an increase of 17.68 percent over the same period last year; 859000 tons of mineral copper (including 132000 tons of Kamoa copper rights and interests), an increase of 47.09 percent over the same period last year; 442000 tons of mineral zinc (lead), an increase of 1.84 percent over the same period last year; 387.5 tons of mineral silver, an increase of 25.49 percent over the same period last year Among them, mineral gold, mineral zinc sales prices rose compared with the same period last year, mineral copper, mineral silver sales prices decreased compared with the same period last year.

3. JD Logistics, Inc.: Debang expects its net profit to increase by 335.07% year-on-year to 354.4% in 2022.

$JD LOGISTICS (02618.HK)$Issued a forecast of the results of 603056.SH for the year ended December 31, 2022, the net profit attributable to Debang shareholders was 643 million yuan to 671 million yuan, an increase of 335.07% to 354.40% compared with the same period last year.

4. Xiansheng Pharmaceutical Co., Ltd.: the anti-new crown and innovation drug Sinoxin ®(combined packaging of ╱ and ritonavir tablets) has been conditionally approved by the State Drug Administration to be listed in China.

$SIMCERE PHARMA (02096.HK)$According to the announcement, on January 28, 2023, the innovative drug Xianoxin ®(combined packaging of ╱ and ritonavir tablets), which the group cooperated with Shanghai Institute of Pharmaceutical Research and Wuhan virus Research Institute of the Chinese Academy of Sciences, was approved by China's State Drug Administration (NMPA) in accordance with the special drug examination and approval procedures, with conditional approval for listing in China (national drug standard H20230001). It is used to treat adult patients with mild to moderate novel coronavirus infection. The recommended dose was 0.750g (0.375g × 2 tablets) combined with 0.1g (0.1g × 1 tablet) of ritonavir, orally every 12 hours for 5 days.

5. Hongxing Metro: BABA and his concerted actors have a combined shareholding ratio of 9.9976%.

$RS MACALLINE (01528.HK)$According to the announcement, on January 18 and January 19, 2023, BABA (China) Network Technology Co., Ltd. (BABA), as the sole holder of the non-public issuance of exchangeable corporate bonds (Phase I) by Hongxing Macron Holdings Group Co., Ltd., converts part of its current bonds into 248 million A-shares in the company by way of exchangeable bonds. After the completion of the convertible debt swap, the proportion of shares held by BABA and his concerted actors will increase from 4.30% to 9.9976%, without touching the tender offer.

6. Junshi Bio (01877): VV116 is conditionally approved by the State Drug Administration to be listed.

$JUNSHI BIO (01877.HK)$It was announced that on January 28th, 2023, the State Drug Administration conducted emergency examination and approval in accordance with the relevant provisions of the Drug Administration Law and in accordance with the special drug examination and approval procedures, with conditional approval of the oral nucleoside anti-novel coronavirus (SARS-CoV-2) class 1 innovative drug deuterium remidovir tablets (trade name: Mindev ®) declared by the holding subsidiary of the company, Shanghai Wangshi Biopharmaceutical Technology Co., Ltd. Product code: VV116/JT001, "VV116") on the market (national medicine H20230002), used to treat adult patients with mild to moderate novel coronavirus infection ("COVID-19").

Important matters

Junshi Bio (01877): VV116 is conditionally approved to be listed by the State Drug Administration.

Xiansheng Pharmaceutical (02096): Sinoxin ®(combined packaging of ╱ and ritonavir tablets) is conditionally approved by the State Drug Administration to be listed in China.

Broad Pharmaceutical (00512): applications for Chinese clinical trials of three innovative global drugs in the respiratory and severe anti-infective and ophthalmological sectors are accepted by NMPA

Broad Pharmaceutical (00512): Jext ®pre-charged epinephrine automatic injection pen has obtained the approval of Guangdong-Hong Kong-Macau Greater Bay Area's clinically urgent import of drugs from Hong Kong and Macao.

Gurley Pharmaceutical-B (01672): application for clinical trials of new drugs for ASC10 monkeypox indications approved by the State Drug Administration of China

Genscript Biotech Corporation (01548): the phase III study of CARTITUDE-4 in the treatment of recurrent and lenalidomide refractory multiple myeloma reached the main end point.

Heyu-B (02256): pimicotinib (ABSK021) was awarded by the US Food and Drug Administration to recognize breakthrough therapy.

Shisiyao Group (02005): registration and approval of terbutaline sulfate injection

China Nonferrous Mining (01258): closure of Baruba Underground Mine in Luanxia, Central China

Minmetals Resources (01208): Las Bambas Mine will suspend copper production from February 1st

Performance forecast

Ganfeng Lithium (01772) sends Yingxi and expects his net profit to be 18 billion-22 billion yuan, up 244.27% and 320.78% over the same period last year.

Zijin Mining Group (02899) made Yingxi, and his net profit is expected to be about 20 billion yuan, an increase of 27.61% over the same period last year.

JD Logistics, Inc. (02618): Debang expects net profit to increase by 335.07% year-on-year to 354.4%

Changfei Optical Fiber and Optical Cable (06869) issued Yingxi, and the net profit in 2022 is expected to increase by 55% over the same period last year.

Shanghai Petrochemical (00338) issued a profit warning, with an estimated net loss of about 2.605 billion-3.184 billion yuan in 2022.

Greentown Management Holdings (09979) the construction fee for the 2022 new extension project is estimated to be 8.61 billion yuan, an increase of 21.1% over the same period last year.

Operation data

China Unicom (00762): the total number of 5G package users reached about 213 million by December 2022.

Investment and operation

Greentown Management Holdings (09979) the construction fee for the 2022 new extension project is estimated to be 8.61 billion yuan, an increase of 21.1% over the same period last year.

Zijin Mining Group (02899) plans to carry out hedging business of commodities and foreign exchange derivatives in 2023.

China Biotechnology Services (08037) and Hong Kong Mai Chi Kang have signed a memorandum of understanding on medical and health service business cooperation.

Debt financing

Hongxing Macron (01528): BABA and his concerted actors have a combined shareholding ratio of 9.9976%.

Additional rights issue

Sinopec (00362) issued about 377 million shares due to rights issue.

Stop and resume the card

CSI (00943) receives guidelines on resumption of trading on the Stock Exchange

Increase and decrease holdings

Pharmaron Beijing Co., Ltd.* (03759) the actual controller and his concerted actors' reduction plan expires, reducing a total of 27.7236 million shares

Repurchase cancellation

Yum China (09987) spent US $1 million to buy back 16000 shares on January 27th.

Sunshine Paper (02002) spent about HK $6.143 million to buy back 2.962 million shares on January 27th

AIA Group Limited (01299) spent about HK $225 million to buy back 2.5252 million shares on January 27th.

ESR Cayman Limited (01821) spent 6.925 million Hong Kong dollars to buy back 400000 shares on January 27th.

Edit / irisz