| 【Company Research】Tuhu Car (9690 HK) - Defensive play amid consumption downgrade |
| 【Company Research】Cloud Music (9899 HK) - Solid online music business fuels robust earnings growth |
| 【Company Research】Weibo (WB US) - Soft consumption sentiment continues to pressure ad revenue growth |
| 【Company Research】3SBio (1530 HK) - Solid earnings performance in 1H24 |
| 【Company Research】Innolight (300308 CH) - Solid 1H24 results w/ steady margin; Key investor call takeaway w/ strong demand outlook in 2H24 |
| 【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 |
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