Today's Focus:

Metallurgical Corporation of China (01618.HK): the new contract amount in the first half of the year was 67.779 billion yuan, a year-on-year increase of 92.5% in new overseas contracts.

Metallurgical Corporation of China (01618.HK) announced that the new contract amount from January to June 2024 was RMB 677.79 billion, a decrease of 6.2% compared with the same period last year. Among them, the new overseas contract amount was RMB 43.54 billion, an increase of 92.5% compared with the same period last year.

Important event

Capital realm (00204.HK) recently signed a strategic cooperation letter of intent with Xinghua Economic Development.

Southgobi (01878.HK) has signed a construction and operation contract with Tangshan Shenzhou.

Guoco Group (00053.HK) signs joint venture agreement with Intrepid and SPB.

Winfull GP (06959.HK): The number of certified auto dealers on the automotive supply chain service platform has exceeded 12,000.

Performance of Financial Report:

TCL Electronics (01070.HK) profit report: Expected growth of adjusted net income attributable to shareholders in the first half of the year is about 130% to 160%.

Harbin Electric (01133.HK) announced profit gain: expected net income for the first half of the year is about 0.53 billion yuan.

Solomon Systech (02878.HK) issued a profit warning stating that the expected comprehensive surplus attributable to shareholders for the mid-year is expected to decrease by approximately 43% to 47%.

Operating Data:

PICC P&C (02328.HK): The original premium income from January to June reached RMB 311.996 billion, a year-on-year increase of 3.7%.

China South Air (01055.HK) had a 17.97% increase in passenger turnover in June compared to the same period last year.

Air China Limited (00753.HK): The passenger turnover in June increased by 22.6% year-on-year and 0.7% month-on-month.

China East Air (00670.HK): The passenger turnover in June (calculated by passenger-kilometers) increased by 27.73% year-on-year, reaching 109.09% of the same period in 2019.

OOIL (00316.HK): Total revenue in Q2 increased by 14.4% YoY to 2.265 billion US dollars.

China Coal Energy (01898.HK): The sales volume of commodity coal in June was 24.37 million tons, an increase of 2.9% year-on-year.

Sa Sa International (00178.HK): The first quarter revenue reached HKD 0.945 billion with online sales increasing significantly by 71.3%.

Medical Innovation:

Sino Biopharm (01177.HK): The new drug application for Class 1 innovative drug Rovadicitinib (TQ05105) tablets has been accepted.

Acquisitions and Disposals:

CLSA Premium (06877.HK) controlling shareholder Citic Securities International proposed to transfer 28%-40% of the company's shares under agreement.

Kangsheng Global (09960.HK): Kangsheng Global Wuhan intends to acquire about 11.38% equity of Beijing Bofurui Gene Diagnosis Technology.

Ruifeng Renew (00527.HK) invested 55.2 million yuan in Jiu Jia New Energy.

Stock-Based Incentive:

Hikangyun Hospital (09686.HK) has granted 29.465 million share purchase rights.

Ak Medical (01789.HK) awarded a total of 1.71 million bonus shares to 81 eligible participants.

Granting a total of 1.06 million share purchase rights by Winfull GP (00183.HK).

Repurchase cancellation.

On July 15th, Meituan-W (03690.HK) spent 0.5 billion Hong Kong dollars to repurchase 4.19 million shares.

Luyuan Group Holding (02451.HK): Plan to repurchase up to 10% of the company's shares.

On July 12, hsbc holdings (00005.HK) spent HKD 0.203 billion to repurchase 2.9964 million shares.

AIA (01299.HK) spent HKD 66.4 million on July 15th to repurchase 1.2 million shares.

On July 15th, Xiaomi Group -W (01810.HK) spent HKD 49.41 million to repurchase 3 million shares.

Chinasoft Int'l (00354.HK) spent HKD 43.4485 million to repurchase 10 million shares on July 15th.

Hang Seng Bank (00011.HK) repurchased 0.2 million shares for HKD 20.24 million on July 15.

On July 15th, Kuaishou-W (01024.HK) spent 19.53 million Hong Kong dollars to repurchase 0.408 million shares.

Guangzhou Automobile Group (02238.HK) spent 14.994 million Hong Kong dollars on July 15 to buy back 5.372 million shares.

On July 12, Pru (02378.HK) spent 1.7161 million British pounds to repurchase 0.235 million shares.