| 【Company Research】Luxshare (002475 CH) - 1H24 resilient earnings; Well-positioned for AI smartphone cycle in 2H24/25E |
| 【Company Research】Poly Services (6049 HK) - 1H24 results in line; expansion slowed amid intensifying competition |
| 【Company Research】Yonyou (600588 CH) - Structural recovery on revenue growth likely still takes time |
| 【Company Research】BOE Varitronix (710 HK) - 1H24 revenue back on growth track; Focus on better profitability and overseas expansion in 2H24E |
| 【公司研究】韦尔股份 (603501 CH) - 1H24 业绩稳健，CIS业务持续复苏 |
| 【Company Research】WuXi Biologics (2269 HK) - Robust performance in a challenging environment |
| 【Company Research】AAC Tech (2018 HK) - Riding on new upgrade cycle; Upgrade to BUY |
| 【Company Research】Onewo (2602 HK) - 1H24 missed, raised div. payout again to 100% of core net profit |
| 【Company Research】CSPC Pharmaceutical (1093 HK) - Legacy products faced pricing pressures |
| 【Company Research】Baidu (BIDU US) - More aggressive in Gen-AI empowered ads business transformation |
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