Selection of blockbuster announcements

1. Byd Company Limited's sales of new energy vehicles increased by 62.44% in January, with overseas sales totaling 10409.

$BYD COMPANY (01211.HK)$It was disclosed that KuaiBao produced and sold in January 2023, and sales of new energy vehicles this month were 151341, an increase of 62.44 percent over the same period last year. The company sold a total of 10409 new energy passenger cars overseas in January 2023. The total installed capacity of new energy vehicle power battery and energy storage battery in January 2023 is about 8.148GWh.

2. Li Auto Inc. delivered 15141 new cars in January, an increase of 23.4% over the same period last year.

$Li Auto-W (02015.HK)$It was announced that a total of 15141 new cars were delivered in January 2023, an increase of 23.4% over the same period last year and a month-on-month decline of 28.69%. Since delivery, Li Auto Inc. 's cumulative delivery volume has reached 272500. In addition, the ideal L7 will be officially released on February 8 this year.

NIO Inc. delivered 8506 cars in January, down 11.87% from the same period last year.

$NIO-SW (09866.HK)$It was announced that 8506 new cars were delivered in January 2023, down 11.87% from the same period last year and 46.22% from the previous month. These include 2190 high-end smart electric SUV and 6316 high-end smart electric cars. As of January 31, 2023, NIO Inc. has delivered a total of 298062 new cars. From January 13 to January 31, during the peak travel period of the Chinese Spring Festival holiday, NIO Inc. provided more than 1 million power changes, including more than 300000 free power changes at high speed and more than 700000 recharges.

4. XPeng Inc. delivered 5218 smart electric vehicles in January, down 59.62% from the same period last year.

$XPENG-W (09868.HK)$It was announced that a total of 5218 units were delivered in January 2023, down 59.62% from the same period last year and 53.79% month-on-month, of which 2249 were delivered by G9. Recently, the new revamped P7 will be unveiled soon. In 2023, XPeng Inc. has two new cars on the market, and three existing models have been replaced, with the goal of delivering 200000 cars for the whole year.

5. Smoore International Holdings Limited: net profit in 2022 decreased by 46.2% compared with the same period last year.

$Smoore International Holdings Limited (06969.HK)$According to the announcement, for the year ended December 31, 2022, the total comprehensive income for the period is expected to be about 2.305 billion to 2.817 billion yuan, a decrease of about 46.7% to 56.4% compared with the fiscal year 2021; and the adjusted net profit is expected to be about 2.385 billion yuan to 2.897 billion yuan, a decrease of about 46.2% compared with the same period last year.

Spin-off and listing

China Cinda (01359): complete the spin-off of Cinda Securities and list on the Shanghai Stock Exchange

Zheng Meiji (00564): Hengda Intelligence Control, a proposed spin-off company, will be listed independently on the domestic stock exchange.

Performance forecast

Smoore International Holdings Limited (06969) 2022 net profit decreased by 46.2% 56.2% compared with the same period last year.

China Taiping (00966): annual profit attributable to shareholders is expected to decrease by 64%

Operation data

Byd Company Limited (01211) January sales of about 151300 new energy vehicles increased by 62.44% over the same period last year.

XPeng Inc.-W (09868) delivered 5218 smart electric vehicles in January, down 59.62% from the same period last year.

Li Auto Inc.-W (02015) delivered a total of 15100 new cars in January, an increase of 23.4% over the same period last year.

NIO Inc.-SW (09866) delivered 8506 vehicles in January, down 11.87% from the same period last year.

Geely Automobile (00175): polar krypton delivered 3116 cars in January

Zero running cars (09863) January delivery volume of 1139 vehicles

China Electric Power (02380) increased 9.49% year-on-year when its total combined electricity sales reached 108 million MW in 2022.

Investment and operation

XPeng Inc.-W (09868) newly modified XPeng Inc. intelligent sedan P7 will be unveiled in the near future.

China Electric Power (02380) and the National Nuclear Institute conclude a general contract for the Atushi photovoltaic project.

Zijin Mining Group (02899): completed the acquisition of Rosebel Gold Mine in Suriname on February 1, 2023

Fu Hong Hanlin (02696): HLX15 (Recombinant Anti-CD38 whole Human Monoclonal Antibody injection) completes the first patient administration in a phase 1 clinical trial in Chinese healthy male subjects.

Deqi Pharmaceuticals-B (06996): Australian Drug Administration confirmation of Phase I clinical trials of ATG-022 for the treatment of advanced or metastatic solid tumors

Sima Ophthalmology (03309) plans to acquire lens technology development and distribution business

Baozun Inc-W (09991) completes acquisition of Gap Shanghai

Repurchase cancellation

AIA Group Limited (01299) spent HK $225 million to buy back 2.5642 million shares on February 1st.

Yum China (09987) spent US $1 million to buy back 16300 shares on January 31st.

Bailongyun-W (06608) spent HK $6.141 million to buy back 521000 shares on February 1st.

ESR Cayman Limited (01821) spent HK $4.7618 million to buy back 300000 shares on February 1st.

Hisense Home Appliances (00921) spent 8.2434 million yuan to buy back 485500 A shares on February 1st.

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