Today's focus

1. Semiconductor Manufacturing International Corporation's fourth-quarter net profit decreased by 19.7% to 2.744 billion yuan, and the gross profit margin for the whole year of 2023 is expected to be about 20%.

$SMIC (00981.HK)$According to the announcement, during the reporting period of the fourth quarter of 2022, the company achieved operating income of 11.7525 billion yuan, an increase of 14.6 percent over the same period last year, and a gross profit margin of 33.1 percent, compared with 32.7 percent in the same period last year. The net profit belonging to shareholders of listed companies was 2.744 billion yuan, down 19.7% from the same period last year. The net profit after deducting non-recurring gains and losses belonging to shareholders of listed companies was 1.803 billion yuan, an increase of 13.1% over the same period last year. Looking ahead to 2023, the first half of the industry cycle is still at the bottom, and the impact of external uncertainties is still complex. The company's guidance for the first quarter is that revenue is expected to fall by 10% to 12% month-on-month, and gross profit margin is expected to fall to 19% to 21%.

2. Sunny Optical Technology: in January, 66.673 million mobile phone lenses were shipped, down 49.3% from the same period last year.

$SUNNY OPTICAL (02382.HK)$Announce the shipments of major products in January 2023. In January 2023, in the optical parts division, shipments of glass spherical lenses were 804000, down 65.6% from the previous month and 72.5% from the same period last year; mobile phone lens shipments were 66.673 million, down 7.9% from the previous month and 49.3% from the same period last year; shipments of car lenses were 9.181 million, up 86.8% from the previous month and 22.0% from the same period last year Shipments of other shots were 8.635 million, down 34.5% from the previous month and 21.8% from the same period last year. In the optoelectronic products division, mobile phone camera modules shipped 40.72 million pieces, up 10.3% from the previous month, down 18.6% from the same period last year, while shipments of other optoelectronic products were 2.617 million, down 23.8% from the same period last year. At the same time, 277.51 million pieces of microscopic instruments were shipped in the month, down 7.7% from the same period last year.

3. Sinochem Chemical Fertilizer: estimated annual net profit of 1.07 billion to 1.17 billion yuan

$SINOFERT (00297.HK)$According to the announcement, it is expected that the profit attributable to shareholders of the company for the year ending December 31, 2022 will be between 1.07 billion yuan and 1.17 billion yuan, which is a better increase than the profit attributable to shareholders of the company of 867 million yuan in 2021.

4. Guangzhou Automobile Group sold 146900 cars in January, down 38.07% from the same period last year.

$GAC GROUP (02238.HK)$According to the announcement, the company's automobile production in January 2023 was 128350, down 41.29% from the same period last year, and the cumulative output this year was 128350, down 41.29% from the same period last year. Car sales in January 2023 were 146921, down 38.07% from the same period last year, and the cumulative sales this year were 146921, down 38.07% from the same period last year.

5. Yuexiu Real Estate spent 5.91 billion yuan to monopolize two residential sites in Beijing.

$YUEXIU PROPERTY (00123.HK)$It was announced that on February 8, 2023, through Qingdao Kangjing Industrial Co., Ltd. (a 100%-owned subsidiary of the company) ("Qingdao Kangjing"), through public listing, the apple orchard project site in Shijingshan District, Beijing was successfully awarded at RMB 2.599 billion, and the second phase project site in Beijing Changping District Information Park was successfully awarded at RMB 3.312 billion.

6. Gome Retail: Gome bankruptcy liquidation petition is rejected

$GOME RETAIL (00493.HK)$It was announced that on February 7, 2023, Gome, a subsidiary of the company, received the Civil order (2023) issued by the court. Jing 01 broke 86dint No. 87 and No. 89, rejecting the petition for the following reasons: (I) the applicant failed to provide any valid legal documents to establish the creditor's rights and debt relationship between Gome and the applicant. And (ii) it is controversial whether Gome should be held liable for the alleged payments owed by the supply chain companies to the applicant.

Important matters

Minmetals Resources (01208): Las Bambas has ensured the supply of critical materials so that production can continue at a slower rate.

Financial data

China Digital Video (08280): total revenue in 2022 was 220 million yuan, down 11.6% from the same period last year.

Yan Tak Resources (08125): net loss in the first three quarters widened to HK $17.171 million

ICO International Holdings (08218): revenue in the first three quarters was about HK $42.89 million, down about 30.34% from the same period last year.

Qijia Holdings (08395): net profit in the first three quarters was about HK $1.8 million, a decrease of about 70.8% over the same period last year.

Performance forecast

Kiss Food (01583): expected annual revenue growth of 11% year on year

Cornell Optics (02276): net profit is expected to increase by no less than 30% year on year in 2022.

Bank of Hong Kong Holdings (08162): the revenue budget is expected to be no less than HK $48 million.

Operation data

Xiangsheng Holdings Group (02599): total contract sales of 1.452 billion yuan belonging to the Group in January

Cofco Jiakang (01610): 394000 pigs in January

Zhongjun Group Holdings (01966): realized contract sales of 3.051 billion yuan in January

Swire Properties (01972): the overall office occupancy rate in Hong Kong, China reached 96% in the fourth quarter.

Increase and decrease holdings

Han Kong Holdings (01663): increased 2.012 million shares by Chairman and main shareholder Wang Linbing

Merger and acquisition and sale

Ma'anshan Iron and Steel Co., Ltd. (00323): it is proposed to transfer 16.14% of the shares of Euro Metallurgical factoring to Euro Metallurgical Financial Services, with a total price of 162 million yuan.

Maanshan Iron and Steel Co., Ltd. (00323): plans to transfer lime business-related assets to calcium magnesium Technology, with a total price of 191 million yuan

Investment and operation

Xintian Green Energy (00956): Hebei Construction Investment Company approved to issue GDR on the Swiss Stock Exchange.

Yashiwei (01993): Shanghai Yashiwei is granted an exclusive franchise to use and operate advertising resources of Hangzhou Metro Line.

Narnia Group (08607): plans to expand its business to general health and bioscience

Bond bill

Yuexiu Real Estate (00123): subsidiary plans to issue up to 9.4 billion yuan of corporate bonds

Repurchase cancellation

AIA Group Limited (01299) spent HK $225 million to buy back 2.5806 million shares on February 9.

Lizhu Pharmaceutical (01513) spent about 20.25 million yuan to buy back 591300 A shares.

Bailongyun-W (06608) spent HK $4.3428 million to buy back 310000 shares on February 9.

ESR Cayman Limited (01821) spent HK $6.97 million to buy back 450000 shares on February 9.

Yum China (09987) spent US $1 million to buy back 16700 shares on Feb. 8.

Edit / irisz