Today's Focus:

In the past 4 months, Jack Ma increased his holdings of Alibaba stock by approximately 1.45 million shares.

Alibaba-W(09988.HK) According to data from the Hong Kong Stock Exchange, as of August 28th, Jack Ma, co-founder and chairman of Alibaba, holds 0.27675 billion shares of the company, accounting for approximately 1.44% of the total shares. According to previous disclosures, as of May 20th, Jack Ma held 0.2753 billion shares of Alibaba stock, an increase of approximately 1.4507 million shares during the period.

Metallurgical Corporation of China: The total value of newly signed contracts from January to August is 831.05 billion yuan, representing a growth of 85.1% in the value of newly signed overseas contracts.

Metallurgical Corporation of China (01618.HK) The company announced that the total value of newly signed contracts from January to August 2024 is 831.05 billion yuan, a decrease of 6.5% compared to the same period last year. Among them, the total value of newly signed overseas contracts is 58.97 billion yuan, an increase of 85.1% compared to the same period last year.

China Shenhua Energy: Coal sales volume in the first 8 months reached 0.308 billion tons, a year-on-year increase of 4.7%.

China Shenhua Energy (01088.HK)In August 2024, the output of commercial coal was 27.8 million tons, a year-on-year increase of 1.8%; the sales volume of coal was 38.7 million tons, holding steady year-on-year. From January to August 2024, the output of commercial coal was 0.218 billion tons, an increase of 1.4% year-on-year; the sales volume of coal was 0.308 billion tons, an increase of 4.7% year-on-year. In August 2024, the total power generation was 22.09 billion kilowatt hours, a year-on-year increase of 15.3%; the total electricity sold was 20.79 billion kilowatt hours, a year-on-year increase of 15.8%. From January to August 2024, the total power generation was 146.16 billion kilowatt hours, an increase of 4.6% year-on-year; the total electricity sold was 137.5 billion kilowatt hours, an increase of 4.7% year-on-year.

Ping An Insurance: The total original insurance contract premium income for the first 8 months was approximately 620.706 billion yuan, a year-on-year increase of 7.64%

China Ping An Insurance (02318.HK)In the first 8 months of 2024, the original insurance contract premium income of its subsidiaries, China Ping An Property Insurance Co., Ltd., China Ping An Life Insurance Co., Ltd., Ping An Pension Insurance Co., Ltd., and Ping An Health Insurance Co., Ltd., were approximately RMB 210.9999 billion yuan, 384.629 billion yuan, 12.812 billion yuan, and 12.265 billion yuan, respectively, totaling approximately 620.706 billion yuan, a year-on-year increase of 7.64%.

China Southern Airlines: In August, passenger capacity increased by 12.00% year-on-year, and passenger traffic increased by 20.74% year-on-year

$China Southern Airlines (01055.HK)$In August 2024, the passenger capacity input (measured by available seat kilometers) of the company and its subsidiaries increased by 12.00% year-on-year; passenger traffic (measured by revenue passenger kilometers) increased by 20.74% year-on-year; the passenger load factor was 87.19%, an increase of 6.31 percentage points year-on-year.

Important event

$Cosco Ship Engy$Build two ships with a total cost of approximately 3.46 billion yuan;

Johnson Holdings (01955.HK)Won a total bid of 1.1 billion Hong Kong dollars for the food and environmental hygiene department's cleaning service contract in Kowloon City and Northern District;

China Suntien Green Energy (00956.HK): New Energy Supply Chain and Caofeidian Company entered into an LNG purchase and sales contract;

Beijing Health (02389.HK)Signed a cooperation agreement for the health and wellness project in Rizhao City, adding 116 elderly care beds in the coastal city.

[Company Performance]

$Emperor Culture Industry (00491.HK)$Profit Warning: Expected annual net loss not exceeding 0.75 billion Hong Kong dollars;

$Zo Future Group (02309.HK)$Profit Warning: Expected annual attributable loss of approximately 0.19 billion Hong Kong dollars;

$Rich Goldman (00070.HK)$Expected annual loss of approximately 49 million Hong Kong dollars;

SIToy Group Holdings (01023.HK)It is expected that the company's attributable profit for the year will decrease by 45%-55% compared to the same period last year.

Operating Data:

$PICC P&C (02328.HK)$ From January to August, the total original insurance premium income was 382.151 billion yuan, a year-on-year increase of 4.3%;

New China Life Insurance (01336.HK)From January to August, the original premium income reached 130.282 billion yuan, an increase of 1.9% year-on-year;

$China Eastern Airlines (00670.HK)$The passenger turnover in August increased by 28.77% year-on-year.

China National Aviation Corporation (00753.HK)The combined passenger turnover in August (measured by revenue passenger kilometers) increased year-on-year and month-on-month.

$China Southern Airlines (01055.HK)$ The passenger turnover in August increased by 20.74% year-on-year.

ZA Online (06060.HK)The total premium income from insurance from January to August was 22.212 billion yuan.

China Resources Power Holdings Co., Ltd. (00836.HK)The sales volume in the first eight months increased by 5.8%. The sales volume of affiliated wind power plants increased by 8.5%, and the sales volume of photovoltaic power stations increased by 177.9%.

Yincheng Intl Hldgs (01902.HK)Total contracted sales in August reached 660 million yuan.

Medical Innovation:

Essex Bio-Tech (01061.HK)The National Medical Products Administration approved the registration and commercialization of preservative-free single-dose sodium hyaluronate eye drops (0.3%) in China.

Shandong Xinhua Pharmaceutical (00719.HK)Recently received the 'Drug Supplementary Application Approval Notice' for Diazepam Tablets.

Acquisitions and Disposals:

$China Motor Bus (00026.HK)$Plans to sell London property for 47 million pounds;

Fosun Pharma (02196.HK)Fosun Pharma intends to acquire 50% equity of Fosun Kite for a cash consideration of 27 million US dollars;

$Courage Investment (01145.HK)$Plans to sell ship "Zorina" while acquiring ship "Diva";

$Sprocomm Intel (01401.HK)$The controlling shareholder, Super New, sold 0.165 billion shares of the company.

China Wise Holdings ($01741.HK$)Intends to sell all the equity of Daily Profits Group.

Stock-Based Incentive:

Ali Health ($00241.HK$)Total of 4.048 million restricted share units granted.

$MicroPort Scientific Corp. (02172.HK)$Granted 1.143 million share purchase rights.

Additional Share Issuance:

Shougang Cent (00103.HK)Plans to conduct a 5-for-1 rights issue, raising a net amount of HKD 0.128 billion.

Repurchase cancellation.

Tencent (00700.HK)On September 13th, spent HKD 1 billion to buy back 2.67 million shares.

$Meituan-W (03690.HK)$On September 13th, spent HKD 0.5 billion to buy back 4.026 million shares.

HSBC Holdings (00005.HK)On September 12th, spending 0.227 billion Hong Kong dollars to repurchase 3.3828 million shares;

fell nearly 0.6%, while Tencent's fanatic surge increased by more than 2%, and Bilibili (BILI.US), which rose 4.8% in the early session, rose more than 1%. On September 12th, spending 39.987 million US dollars to repurchase 3.748 million shares;

Wuxi AppTec should be translated as Wuxi AppTec.On September 13th, spending 87.7406 million yuan to repurchase 2.1828 million A shares;

Stanchart (02888.HK)On September 12th, spending 11.8982 million British pounds to repurchase 1.5571 million shares;

$Kuaishou-W (01024.HK)$On September 13th, HKD 79.48 million was used to repurchase 2.065 million shares.

Pru (02378.HK)On September 12th, GBP 9.8497 million was used to repurchase 1.5976 million shares.

AIA (01299.HK)On September 13th, HKD 62.2335 million was used to repurchase 1.125 million shares.

CSPC Pharma (01093.HK)On September 13th, HKD 49.4907 million was used to repurchase 10.776 million shares.

Ke Holdings (02423.HK)On September 12, the company spent $5 million to repurchase 1.0896 million shares;

$Kingdee Int'l (00268.HK)$On September 13, the company spent HK$21.7827 million to repurchase 3.7 million shares;

Yum China (09987.HK): On September 12, the company spent $2.4 million to repurchase 0.07 million shares;

Mengniu Dairy (02319.HK)On September 13, the company spent HK$12.7232 million to repurchase 1 million shares;

Guangzhou Automobile Group: Not only did the company launch a map-less pure visual intelligent driving system on Guangzhou Automotive Technology Day this year, as well as a high-security, large-capacity, all-solid-state power battery with breakthrough key technologies, at the Beijing International Auto Show, it also launched the "Intelligent Travel 2027" action plan, aiming to realize the leading role in product experience and travel scenarios on the basis of existing intelligent advantages through the upgrade of intelligent driving and intelligent cabin, and the creation of intelligent three-dimensional travel scenarios.On September 13, 29.484 million shares were canceled;

Sprocomm Intel (00046.HK)On September 13, 0.854 million shares were canceled for buyback.

Editor/Lambor