| 【Company Research】Shennan Circuit (002916 CH) – Pending industry recovery with in-line 3Q results |
| 【Sector Research】China Technology – Implications of Intel 3Q23: PC recovery, server destocking progress and new platform launches |
| 【Company Research】Shengyi Tech (600183 CH) – Decent 3Q results, Shengyi should ride CCL recovery tailwind; Upgrade to BUY |
| 【Company Research】Tigermed (300347 CH) – Business stabilizing from late September |
| 【Company Research】Great Wall Motor (2333 HK) – 3Q23 earnings a strong beat |
| 【Company Research】Glodon (002410 CH) – Sector headwinds continue to impact growth |
| 【Sector Research】China Auto Sector – Strong 4Q23 sales mixed with rising competition |
| 【Company Research】GAC Group (2238 HK) – Aion’s turning profitable as a positive catalyst |
| 【Company Research】Li Ning (2331 HK) – Value is distressed but end demand is key |
| 【Company Research】Wingtech (600745 CH) – 3Q results confirmed ODM back on track; poised for further growth |
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