[Hong Kong stock announcement selection] Xiaomi’s net profit in the first quarter was halved year-on-year, Xpeng Motors was exposed to breach of contract, and Haidilao urgently responded to the incide
[Major Announcement]
Is the winter coming for the mobile phone industry? Xiaomi’s net profit in the first quarter was halved year-on-year
After the Hong Kong stock market closed yesterday, Xiaomi Group released its financial report for the first quarter of this year.
The data shows that Xiaomi Q1 achieved revenue of 73.35 billion yuan, a year-on-year decrease of 4.6%; The adjusted net profit was 2.859 billion yuan, down 52.9% year-on-year and 36.1% quarter-on-quarter.
The gross profit margin in the first quarter was 17.3%, down 1.1% year-on-year and up 0.2% quarter-on-quarter.
In Xiaomi’s core mobile phone business, Q1 revenue was 45.76 billion yuan, down 11.1% year-on-year, less than the market expectation of 46.49 billion yuan; Global shipments were 38.5 million units, down 22.1% year-on-year; However, the high-end products of the company continued to advance, and the global smartphone customer unit price reached 1,189 yuan, up 14.1% year-on-year and 3.9% quarter-on-quarter.
As for the phenomenon that revenue only fell by 5% and gross profit margin didn’t change much, the company said in its financial report that 425 million yuan was included in the adjusted net profit, which was used for innovative businesses such as electric vehicles.
There are no violations in the Indian market, and the relevant departments have lifted the freeze on funds.
In the earnings conference call, Wang Xiang, president of Xiaomi Group, said that India is a very important market for Xiaomi, and the company has been the leading local smartphone manufacturer for three consecutive years. From the market point of view, the impact of the epidemic is still there, and India has a high demand for cost performance. The shortage of low-end chips has caused some difficulties to the Indian team and market.
According to previous media reports, India claimed that Xiaomi Technology India Pte Ltd was suspected of illegally remitting money to foreign entities, and had seized 725 million US dollars (about 4.8 billion yuan) of assets from Xiaomi’s local bank account.
In this regard, Wang Xiang responded that Xiaomi Group is a very legal and compliant enterprise. Taxes and expenditures are carried out in strict accordance with the laws and relevant regulations of the host country, and the data has also been approved by the authorities of the three parties. "Therefore, we believe that there is no violation." "
He said that while communicating frankly with the relevant Indian authorities, the company also appealed through legal channels. At present, the relevant departments have lifted the freeze on the company’s 725 million US dollars of funds and will continue to communicate frankly with the Indian side, hoping to reach a consensus.
Rush to the hot search! After the ideal, Tucki was also exposed to break the contract with the fresh graduates.
On May 19th, Xpeng Motors, a new car-making force, revealed that he was going to join the company after breaking his contract, and he was still a fresh graduate. He once rushed to Weibo to search for the second place. This is the second new energy vehicle enterprise that has been exposed to breaking the contract for school enrollment after LI.
According to Sina Science and Technology, a senior student in Guangzhou, Guangdong Province, reported that he was awarded an offer by Xpeng Motors Science and Technology Co., Ltd. through school recruitment last year. Subsequently, an employment agreement was signed with the company. In May this year, the company manpower said that it could not provide jobs because of business adjustment. Wang said that there are more than 20 students who have broken their contracts like him, and the reasons given are various, such as the school is not good, and for example, it is not suitable.
Wang said that there are more than 20 students who have been broken up like him. At present, the school recruitment has basically ended, and many students who have broken their contracts can’t find jobs.
A number of students who have been terminated have sent messages, and Xpeng Motors will give 5,000 yuan compensation for termination according to the Tripartite Agreement signed with the graduates. Many netizens said that the spring trick has basically ended, and it is really difficult to find a job when the contract is cancelled.
At present, Xpeng Motors has not responded to this matter.
Haidilao urgently responded to the "customer eating puffer fish poisoning" incident.
Recently, a netizen in Chengdu, Sichuan posted that four people from his group participated in the new tasting activity of Haidilao, and were suspected of fugu poisoning, with symptoms such as numbness and dizziness, and related topics quickly rushed to Weibo for hot search.
On May 19th, Haidilao responded urgently that the products used in the store were food-grade puffer fish without poisoning risk. After the incident, the stores involved have been investigated. Except for this group of customers, other customers who participated in this puffer fish tasting activity did not report any abnormal situation. According to the hospital laboratory report provided by customers, it is mainly inflammatory reaction, not neurotoxicity.
The staff of the Law Enforcement Brigade of the Market Supervision Bureau of Chengdu High-tech Zone said that the incident has been handled, and the specific processing results are temporarily inconvenient to disclose.
Haidilao issued a statement saying that the puffer fish series products are exclusively supplied by Zhongyang Group. The artificially cultured puffer fish species, fugu obscurus, has undergone 11 generations of technical improvement and passed the testing of professional institutions for ten years in a row, belonging to food-grade puffer fish without poisoning risk and can be safely eaten.
"After receiving customer feedback, the stores involved immediately conducted an investigation. There was no abnormal feedback from other customers except this group of customers in puffer fish tasting activities, and the stores have sealed the tasting ingredients of the day." Haidilao said that the local market supervision bureau went to the store for on-site inspection on May 6 and 19, respectively, to confirm that the relevant product qualifications and inspection reports were complete and no abnormalities were found. Encourage consumers to defend their rights according to law and will fully cooperate with the investigation.
Haidilao also said that if there is puffer fish poisoning, it can be detected through the medical test report, and the customer’s medical report shows an inflammatory reaction. In the early morning after the tasting on the evening of May 3, a table of customers said they were unwell, and two of them went to the hospital for examination and treatment. According to the hospital laboratory report provided by customers, it is mainly inflammatory reaction, not neurotoxicity.
WHO has listed the KanginoCOVID-19 vaccine in the "Emergency Use List".
On the 19th, local time, WHO announced that the adenovirus vector COVID-19 vaccine CONVIDECIA was included in the "emergency use list", which is the 11th COVID-19 vaccine authorized by WHO for emergency use, and it was produced by Kangxinuo () Company of China. The vaccine is a single dose of adenovirus vector COVID-19 vaccine, which can be used for people over 18 years old.
Lenovo pushes free browser translation plug-in: real-time translation of movies supports English and Japanese.
Reading Japanese and English articles, but also with the help of translation tools, it is more troublesome to encounter videos, and some even have no subtitles. What should I do?
Recently, Lenovo launched a voice subtitle plug-in which can be installed in Google browser. It can monitor the sound in the video, support real-time translation and generate movie-level subtitles.
The official introduction said: "Chasing British dramas, chasing American dramas, and" raw meat "can’t move? Stay up all night waiting for the press conference but don’t understand? We will help you, support real-time translation and generate movie-level subtitles. The font size can be adjusted, and a variety of font colors can be selected. From then on, there is no pressure to learn English. "
In terms of specific operation, when you open the video playback page, this plug-in will prompt you to press the shortcut key CTRL+Q. After opening, a translation interface will be displayed in the page, which can be translated in real time after simple setting. It is reported that the plug-in provides translation in English, Japanese and Chinese.
The Q1 revenue of the same journey basically recovered to the pre-epidemic level, but the uncertainty increased in the second quarter.
On the evening of May 19th, Tongcheng Travel released its performance report for the first quarter of this year.
During the reporting period, the revenue of one-way travel reached 1.72 billion yuan, up 6.5% year-on-year, returning to 96.3% in the same period of 2019; The transaction volume was 32.4 billion yuan, returning to 90.3% in the same period of 2019; The adjusted net profit reached 240 million yuan, a year-on-year decrease of 18%; The adjusted profit margin is 14.3%.
According to the same journey, although affected by the epidemic, the bus ticket business grew rapidly. Compared with the same period in 2021, the number of bus tickets increased by more than 170%.
It is worth noting that the huge sinking market traffic brought by the WeChat platform has become the key to the profitability of the same journey. During the reporting period, the WeChat applet contributed about 84.1% of the average monthly active users for the same journey; Registered users in non-first-tier cities account for about 87.0% of the total registered users; About 59.8% of the new paying users on the WeChat platform come from domestic third-tier or below cities.
However, for the tourism industry, repeated outbreaks began in the second quarter, which generally had a greater impact on the industry. The same journey also admitted that in the second quarter, China was experiencing the most serious epidemic rebound since the first quarter of 2020. In some parts of China, travel activities are stagnant, tourism consumption demand continues to be weak, and the short-term recovery road is full of bumps and uncertainties.
Tencent Sports laid off 1/3 employees and cancelled six business groups.
On May 19th, Tencent Group announced the adjustment of the organizational structure of the sports business department. The six business groups, namely, basketball operation group, football operation group, comprehensive sports operation group, marketing center, product center/value-added product group, platform R&D center/recommended platform group & platform R&D center/portrait and algorithm group, were all cancelled.
According to WeChat official account’s "Sports Big Business" report, Tencent Sports has been abolished by six business groups, with a total number of layoffs of about 100, accounting for 1/3 of the layoffs.
Informed sources revealed to the big sports business that the reasons for layoffs can be summarized into three points:
First, the number of active users of Tencent Sports APP has not reached expectations;
Second, Tencent Sports has invested heavily but has not been able to achieve profitability. However, at the moment when various self-media platforms are popular, it is too low to continue to retain a huge graphic content production team.
Third, the domestic sports industry environment has changed dramatically due to the epidemic. The Hangzhou Asian Games, the Chengdu Universiade, the Shantou Asian Youth Games and the 2023 Football Asian Cup have either been postponed or not held in China at all, and there are not enough sports competitions in the short term, which has become the last straw for Tencent Sports to expand the scale of layoffs.
However, most of Tencent sports employees who were laid off received N+1 compensation. In addition, business groups with liquidity, such as sports copyright operation group, sports broker, live event group and program group, have escaped temporarily.
China Merchants Bank: Appoint Wang Liang as President.
China Merchants Bank announced that the Board of Directors held the 40th meeting of the 11th Board of Directors on May 19, 2022, deliberated and adopted the Proposal on Appointing Mr. Wang Liang as the President of China Merchants Bank, and agreed to appoint Wang Liang as the President of China Merchants Bank. The term of office will start from the date when the Bank of China Insurance Regulatory Commission approved his qualification as the president and end on the expiration of the 11th Board of Directors.
The share price of Territory Holdings plummeted by more than 80%, and the company responded urgently.
On the evening of May 19th, Territorial Holdings responded to its share price crash that day.
Territorial Holdings stated that it was not aware of any information that needed to be disclosed to avoid a false market in the company’s securities, or any inside information that was required to be disclosed under Part XIVA of the Securities and Futures Ordinance (Cap. 571).
Territorial Holdings stressed that the Group’s operation remained normal and continued to carry out business as usual. The controlling shareholder of the company did not pledge the shares of the company, and there could be no events that led to changes in the company’s control rights.
Yesterday, the share price of Hong Kong’s territory holdings plummeted and fell by 83% at the close.
[Financial report data]
1. Same journey: In the first quarter, the adjusted EBITDA increased by 4.4% year-on-year to 438 million yuan.
2. Parkson Group: In the first quarter, the loss attributable to the owners of the company was 30.1 million yuan.
[equity change]
1.C-LINK SQ: Chairman and Executive Director LingSheng Hwang sold 12 million shares of the company.
2. Chizicheng Technology: Liu Chunhe, the chairman, increased his holding of 100,000 shares.
3. Fengsheng Holdings: It is planned to place no more than 2.956 billion shares at a discount of 8.26%, and raise a maximum of HK$ 296 million.
[M&A for sale]
1. Fantasia Holdings: It is planned to sell the residential property development project in Yuecheng District, Shaoxing, Zhejiang Province for 760 million yuan.
2. Victory Enterprise: It is planned to acquire the property around the University of Nottingham, UK for HK$ 102 million.
[investment operation]
1. Lee’s Big Pharmaceutical Factory: NATULAN obtained the drug registration license.
2. Fuhong Hanlin: The international multi-center phase III clinical study of Hans-like (Slulizumab injection) combined with chemotherapy and concurrent radiotherapy for the treatment of limited small cell lung cancer completed the first patient administration in China.
3 (): The holding subsidiary signed a license agreement for VERI-101, a tumor immune drug.
4 (): It is planned to apply for filing and listing of a debt financing plan of no more than 500 million yuan in Beijin Institute.
5. National joint resources: We are working hard to explore and develop the freight and logistics industries.
6 (): The financial registered capital of COSCO Shipping Group will be increased to 19.5 billion yuan.
[Repurchase cancellation]
1. AIA: On May 19th, it spent HK$ 162 million to buy back 2.1 million shares.
2. JD Health: On May 19th, 655,700 shares were repurchased at a cost of HK$ 30.375 million.
3. SMIC: On May 19th, it bought back 4.215 million shares at a cost of HK$ 66.566 million.
4 (): On May 19th, it spent 29,581,500 yuan to buy back 349,400 A shares.
5 (): On May 19th, 2,694,700 A shares were repurchased at a cost of 10,225,400 yuan.
6. ESR: On May 19th, 963,000 shares were repurchased at a cost of HK$ 21.56 million.
7 (): On May 19th, it spent 82.93 million yuan to buy back 3.29 million A shares.
8. Ketong Core City: On May 19th, it spent HK$ 2.604 million to buy back 1.2 million shares.
9. HSBC Holdings: On May 18th, it spent 7.26 million pounds to buy back 1.46 million shares.
10. Standard Chartered Group: On May 18th, it bought back 1,182,300 shares at a cost of 6,999,600.
11. Guotai Junan International: On May 19th, it spent HK$ 2,186,500 to buy back 2,583,000 shares.
[Equity Incentive]
1. China Life Group: granted a total of 26 million share options.
2. China biopharmaceuticals: The trustee further purchased 9 million shares.