【Company Research】Sunny Optical (2382 HK) – Shipment guidance lowered as expected; Awaiting market recovery |
【Company Research】Vesync (2148 HK) – Sales and cost pressure may persist in 2H22E |
【Company Research】Shengyi Technology (600183 CH) – 1H22 results miss; Maintain HOLD |
【Company Research】Li Auto Inc.– Poised to make profit from 4Q22 |
【Company Research】Sunny Optical (2382 HK) – 1H22 first take: in-line with profit warning; 2H22 guidance the key to watch |
【Company Research】Willsemi (603501 CH) – 2Q results review: Recovery slowed down by weak mobile CIS |
【Sector Research】China Property Sector – NBS July data in-line; expecting a better Aug |
【Sector Research】China Auto Sector – Price war possible despite strong Jul wholesale |
【Company Research】Li Ning (2331 HK) – Guidance maintained with healthy inventory |
【Company Research】Yunkang Group (2325 HK) – Strong growth driven by continued expansion of medical institution alliance network |