Hong Kong stock morning post ｜ Baidu released car cloud customers including many well-known car companies
[yesterday’s review]
Yesterday, the Hang Seng Index opened slightly higher, then fell, and fluctuated within a narrow range throughout the day. At the close, the Hang Seng Index fell 0.12% to 19,202.73 points. The Hang Seng Technology Index rose by 0.07%. Interior housing stocks and property management stocks rose, and Country Garden rose by nearly 10%.
In terms of funds, southbound funds bought a net of 948 million Hong Kong dollars yesterday. China Offshore Oil won HK$ 392 million to sweep the goods, ranking first in the buying list; Tencent Holdings received a net purchase of HK$ 385 million. Meituan was sold by 238 million yuan, ranking first in the selling list.
[Institutional point of view]
Wang Chao, China Merchants Fund: It is recommended to pay attention to the high dividend sector with defensive attributes.
Since the beginning of this year, Hong Kong stocks have experienced a "dark moment" under the influence of multiple internal and external factors. In this regard, China Merchants Fund Wang Chao pointed out that in the short term, the Hong Kong stock market is volatile. It is recommended to pay attention to high dividend sectors with defensive attributes, such as telecommunications and public utilities.
Wang Chao said that the following sectors have long-term investment potential.
1) The Internet sector, which is currently at the bottom of the valuation, is cost-effective. From the policy point of view, there are three positive changes. First, from the position of the Politburo meeting, the regulatory policy of the platform economy has eased, and healthy development and stable employment are the main melody melody melody. Second, the policy strongly supports the development of the digital economy. Wang Chao thinks that the valuation repair of Hong Kong stock Internet is worth looking forward to. Third, China and the United States reached a cooperation agreement on the deliberation, which slowed down the risk of delisting of China Stock Exchange.
2) Biomedical plate. In the past year, the industry and capital were cold, which gradually digested the previous overheating of the industry and gave birth to bubbles, and the disorderly expansion of the innovative drug industry was controlled; After the stage adjustment, enterprises with high professional technical barriers, differentiated competitive products and active internationalization in the innovative pharmaceutical industry will usher in the return of value.
3) New energy automobile industry chain, one of the new economic directions. The industry maintains a high prosperity in the short term; Long-term intelligence is the trend.
[Major Announcement]
Baidu released the new forces of automobile cloud customers, such as Weilai and Ideal.
On the afternoon of September 6th, Baidu AI Cloud released the Automobile Cloud for the automobile industry. According to Shen Shake, executive vice president of Baidu Group and president of Baidu AI Cloud Business Group, among the top 15 car factories in China, 10 such as FAW, Geely and () are customers of Baidu AI Cloud. Among the top 10 new energy vehicle companies, there are 5 Baidu intelligent cloud services, including Weilai and Ideality.
Li Shuo, vice president of Baidu, said that the reason why the car cloud was specially launched was to see the demand of the car industry and Baidu’s cloud service technology accumulation in the car field. Before, there were three clouds for Baidu AI Cloud’s products in the automobile industry, namely, the automobile enterprise group cloud, the networked cloud and the supply chain collaborative cloud. Combining these three clouds can form a complete set of vehicles from manufacturing to sales.
On-line fitness platform Keep watch delivery Hong Kong Stock Exchange
On September 6th, Keep, a sports technology company, updated its prospectus on the Hong Kong Stock Exchange. According to the prospectus, Keep achieved a revenue of 417 million yuan in Q1 2022, a year-on-year increase of 37.6%.
It is worth noting that Keep’s losses have narrowed significantly. According to the prospectus, in the three months to March 31, 2022, the adjusted net loss of Keep (measured by non-IFRS) was 155 million yuan, compared with 237 million yuan in the same period in 2021.
Tencent will invest 300 million euros to increase its direct shareholding in Ubisoft from 4.5% to 9.99%.
Ubisoft announced on September 6th that its board of directors had authorized Tencent to increase its direct shareholding in Ubisoft from 4.5% to 9.99%. Tencent will invest 300 million euros in Guillemot Brothers, the holding company of Ubisoft’s founder, and buy 49.9% shares in the latter, and get 5% voting rights. According to the statement, Tencent will pay 200 million euros to buy shares at the implied value of 80 euros per share, and further invest 100 million euros.
Tencent can’t sell Ubisoft shares for five years, and can’t increase its shareholding in Ubisoft for eight years. In addition, Ubisoft’s governance will remain unchanged, and Tencent will not have any operational veto power.
Ubisoft’s statement pointed out: "We are full of confidence in the prospect of strategic cooperation between Ubisoft and Tencent and the prospect of introducing the franchise rights of various 3A works of Ubisoft into mobile devices."
Well-known AI scientists Ye Jieping and Bo Liefeng joined Ali Dharma Institute.
According to Leifeng. com, Ye Jieping, former vice president and chief scientist of shell technology; Bo Liefeng, the former chief scientist of Jingdong Mathematics AI Laboratory, has recently joined Ali as the head of Dharma Institute Urban Brain Laboratory and XR Lab respectively.
It is reported that the original directors of the Urban Brain Laboratory and XR Laboratory of Dharma Institute were Hua Xiansheng and Tan Ping respectively, who left in May and August respectively. The addition of Ye Jieping and Bo Liefeng makes up for the vacancy of leading talents in AI, indicating that Dharma Institute will continue to promote research and development in urban brain and XR.
Ye Jie Pinghe Boliefeng are both leaders in the field of artificial intelligence, and both of them have made great achievements in promoting the landing of AI technology.
Ali Dharma Institute was established on October 11th, 2017, focusing on five research fields: machine intelligence, data computing, robotics, financial technology and X Lab. Among them, the urban brain is one of the laboratories under the research field of machine intelligence, and XR lab belongs to X lab.
Xpeng Motors received an increase of HK$ 423 million from JPMorgan Chase.
On September 6th, JPMorgan Chase increased its holding of 6,051,700 shares in Xpeng Motors on September 1st at an average price of HK$ 706,788, involving about HK$ 423 million.
After the overweight, the latest number of good positions in JPMorgan Chase was 67.1904 million shares, and the proportion of good positions increased from 4.66% to 5.12%.
[financial data]
1. Geely Automobile: In August, the total sales volume increased by 39% year-on-year to 122,600 units, and the sales volume reached 7,166 units.
2. Sunshine Real Estate Fund: The annual distributable income is HK$ 431 million, a year-on-year decrease of 1.7%.
3. Xuhui Holding Group: From January to August, the accumulated contracted sales amounted to 94.3 billion yuan.
4. Zhengrong Real Estate: The accumulated contracted sales amount in the first eight months is about 25.084 billion yuan.
5. China Overseas Hongyang Group: From January to August, the cumulative contracted sales reached 26.083 billion yuan, down 49.9% year-on-year.
6. Rongxin China: The total contracted sales in the first eight months was about 48.96 billion.
7. China Jinmao: In the first eight months, the accumulated contracted sales amounted to 96.913 billion yuan.
8. Greentown China: In the first eight months, the total contracted sales amount was about 169.8 billion yuan.
9. China’s overseas development: In August, the contracted property sales reached 22.507 billion yuan, down 10.1% year-on-year.
10. Poly Real Estate Group: In the first eight months, the accumulated contracted sales amounted to 23.8 billion yuan, a year-on-year decrease of 35%.
11. Dexin China: The contracted sales amount in the first eight months was about 25.110 billion yuan.
12. Zhongyuan Jianye: In August, the contracted sales of projects under management was 1.257 billion yuan.
13. Agile Group: The total pre-sale amount in the first eight months reached 49.5 billion yuan.
14. Jianye Real Estate: The total contracted sales of property in the first eight months was 17.893 billion yuan.
[M&A for sale]
1. Hehong Service: Invested 100 million yuan to acquire 100% equity of Chongqing Xinlongxin Property Management.
2. Chuanghui Jewelry: It is planned to acquire 20% equity of Zhuohui Jewelry for HK$ 8.9 million.
3. Carson International: It is planned to sell the property in Haining, Zhejiang for 98.82 million yuan.
4.GOLDWAY EDU: It is planned to acquire 55% equity of GoldenPath Developments for HK$ 11 million.
5. Yida China: It is planned to sell 70% equity of Changsha Yida Zhizao Industrial Town to partners, and the loss is expected to be about 57.1 million yuan.
[investment operation].
1. Beijing Investment Transportation Technology: winning the bid for the integrated procurement project of communication, passenger information system (including guidance) and office automation system for the capacity expansion and upgrading project of Beijing Rail Transit Line 13.
2 (): It is planned to implement the business partner shareholding plan in the form of capital increase and share expansion in the electronic control company, and at the same time introduce strategic investors to hold shares.
3. Qingjian International: Two construction contracts were awarded, with an estimated total amount of about HK$ 496 million.
4. Optical control technology: enter into subscription agreements with CTL, SCY and the target company LiteleafPte. Ltd.
5. Jinyuan Rice Industry: It is planned to establish a joint venture company to produce and sell Japanese light meals and snacks in Hong Kong.
[Repurchase cancellation]
1. Tencent Holdings: On September 6th, it spent HK$ 352 million to buy back 1.12 million shares.
2. Xiaomi Group-W: On September 6th, it bought back 4.5 million shares at a cost of HK$ 49.3226 million.
3. SMIC: On September 6th, it spent HK$ 78.01 million to buy back 5.08 million shares.
4. Zhongsheng Holdings: On September 6th, it spent HK$ 20,362,800 to buy back 602,000 shares.
5. AIA: On September 6th, it spent HK$ 178 million to buy back 2.38 million shares.
6. Standard Chartered Group: On September 5th, it spent 8.903 million pounds to buy back 1.492 million shares.
7 (): On September 6th, 4,250,900 A shares were repurchased at a cost of 25,003,300 yuan.
8. Swire Co., Ltd. A: On September 6th, it bought back 600,500 shares at a cost of HK$ 33.198 million.
9. China Software International: On September 6th, it bought back 3 million shares at a cost of HK$ 17.538 million.
10. Greentown service: On September 6th, it spent HK$ 3,942,100 to buy back 740,000 shares.
11. POP MART: On September 6th, 315,000 shares were repurchased at a cost of HK$ 5,871,600.
12. Truly International: On September 6th, it bought back 5 million shares at a cost of HK$ 7.125 million.
13. China Education Holdings: On September 6th, it bought back 765,000 shares at a cost of HK$ 4.781 million.
14. ESR: On September 6th, 294,800 shares were repurchased at a cost of HK$ 6.383 million.
15. Haohai Biotechnology: On September 6th, 225,800 shares were repurchased at a cost of HK$ 6,507,600.
16. Card transfer: On September 6th, 267,000 shares were repurchased at a cost of HK$ 4.704 million.
17 (): On September 6th, 1.705 million shares were repurchased at a cost of HK$ 3.8716 million.
18. China Feihe: On September 6th, it spent HK$ 5,880,800 to buy back 1 million shares.
19. Mingyuanyun: On September 5th, it spent HK$ 9.86 million to buy back 1.626 million shares.
20. Asmpt: On September 6th, it bought back 116,300 shares at a cost of HK$ 7.001 million.
[others]
1. Small International: Chen Zhiping, Chairman of the Board of Directors and one of the controlling shareholders, and Xiong Shaoming, Executive Director, once again increased their holdings by 3.84 million shares and 2.5 million shares respectively.
2. China Petroleum: China Petroleum Group plans to transfer 1% of the company’s shares to China Petrochemical Group for free.
3 (): Eighteen directors and senior executives plan to increase their holdings by no less than 460,000 shares.
4. haitong international: A total of 10.635 million share options were granted.
5. Agricultural Bank: Zhang Qingsong resigned as vice chairman, executive director and president.