[Today's focus]

China Exemption (01880.HK) Performance Report: Net profit of 2.308 billion yuan in the first quarter increased 0.33% year-on-year

China Exemption (01880.HK) released its performance report for the first quarter of 2024. During the reporting period, with the further resumption of the entry/exit duty-free business, the company's share of offline business continued to rise, and the product sales structure continued to be optimized. In the first quarter of 2024, the company achieved operating income of RMB 18.807 billion, a year-on-year decrease of 9.45%; net profit attributable to shareholders of listed companies was RMB 2.308 billion, an increase of 0.33% over the previous year. During the reporting period, the gross margin of the company's main business was 32.70%, an increase of 3.95 percentage points over the same period last year, and the company's profitability increased steadily.

[Important matters]

China Tobacco Hong Kong (06055.HK) and China Tobacco Sichuan signed the “Great Wall” Cigar Strategic Cooperation Memorandum

Datang New Energy (01798.HK) plans to increase capital to Datang Danzhou by 1,755 billion yuan

A Belgian subsidiary of Esprit Global (00330.HK) files for bankruptcy

[Financial results]

Chenming Paper (01812.HK) expects net profit of 50 million to 70 million yuan for the first quarter

[Operational data]

Guangzhou Automobile Group (02238.HK): Vehicle sales in March fell 22.62% year-on-year to 17,327 vehicles

Qiutai Technology (01478.HK) sold 36.839 million mobile phone camera modules in March, down 1.7% year-on-year

Poly Real Estate Group (00119.HK): Achieved cumulative contract sales of 10.8 billion yuan in the first three months

Baolong Real Estate (01238.HK)'s March contract sales were about 1,548 billion yuan

Longyuan Electric Power (00916.HK): completed power generation capacity of 7.7581 million megawatt-hours in March, up 13.34% year-on-year

[Pharmaceutical Innovation]

Kingsley Biotechnology (01548.HK): Legendary Biotech announced that the US FDA approved CARVYKTI for second-line treatment of patients with recurrent or refractory multiple myeloma

Clover Bio-B (02197.HK) Announces Bivalent RSV Vaccine Candidate SCB-1019 Phase I Clinical Trial Receives Positive Preliminary Data

Fosun Pharmaceuticals (02196.HK): Application for drug registration of Tirarose granules and Dirarosil tablets accepted

Shandong Xinhua Pharmaceutical Co., Ltd. (00719.HK): Obtained approval notice for supplemental application for peramivir injectable drugs

Boan Biotech (06955.HK): Abbasip intraocular injection solution (BA9101) completed phase III clinical trials in China and plans to submit a marketing application

[Acquisition and sale]

Jiahong Logistics (02130.HK): CS Holdings plans to sell all of CS Shipping's shares DP World will become the company's new controlling shareholder

Shanghai Securities Group (01207.HK) plans to sell 51% of Shanghai Jinxin's shares

Joy City Real Estate (00207.HK) subsidiary competed for the right to use a plot of land in Xi'an worth 420 million yuan

Intercontinental Shipping (02409.HK) plans to sell a ship for 36 million US dollars

[Equity Incentives]

Xintong Medical-B (02160.HK) grants 14.323,800 share options

Minimally Invasive Healthcare (00853.HK) granted a total of 11.648,800 share options

Wanbao Shenghua (02180.HK) granted a total of 2.897 million restricted share units

[Issuance of additional shares]

China Uptown (02330.HK) plans to issue up to 610 million shares with “1 for 2”

Longhui International Holdings (01007.HK) plans to discount about 37.7% and place up to 63.22 million shares to raise about HK$28.8 million

[Repurchase Cancellation]

Tencent Holdings (00700.HK) spent HK$1 billion to buy back 3.27 million shares on April 8

Meituan-W (03690.HK) spent HK$453 million to buy back 4.57 million shares on April 8

HSBC Holdings (00005.HK) spent HK$295 million to repurchase 4.7 million shares on April 5

Standard Chartered Group (02888.HK) spent £7.8895 million to buy back 1.129 million shares on April 5

Xiaomi Group-W (01810.HK) spent HK$46.44 million to buy back 3 million shares on April 8

Gloria Ying (06821.HK) spent 29.99 million yuan to buy back 369,000 A shares on April 8

Kuaishou-W (01024.HK) spent HK$23.131 million to buy back 467,300 shares on April 8

Swire Group A (00019.HK) spent HK$2009 million to repurchase 312,500 shares on April 8

Yao Ming Kangde (02359.HK) spent 2005 million yuan to buy back 434,800 A shares on April 8

Haitong Securities (06837.HK) spent 14.9813 million yuan to buy back 1.754,200 A shares on April 8

Kangzhe Pharmaceutical (00867.HK) spent HK$11.76 million to buy back 1.55 million shares on April 8

Xiansheng Pharmaceutical (02096.HK) spent HK$9.587 million to buy back 1.82 million shares on April 8

Changshi Group (01113.HK) spent HK$9.559 million to repurchase 295,500 shares on April 8

Jiangxi Copper Co., Ltd. (00358.HK) spent 8.886 million yuan to buy back 345,300 A shares on April 8

AIA (01299.HK) spent HK$5.247,000 to buy back 100,000 shares on April 8

Jiufang Wealth (09636.HK) spent HK$5,018,900 to buy back 509,500 shares on April 8

Lianyirong Technology-W (09959.HK) spent HK$4.92 million to repurchase 3.3 million shares on April 8

Sansheng Pharmaceutical (01530.HK) spent HK$4.313,400 to buy back 721,500 shares on April 8

Zhou Heiya (01458.HK) spent HK$3.51 million to buy back 2.08 million shares on April 8

Riel Group (06639.HK) spent HK$2.66 million to buy back 440,000 shares on April 8