【Company Research】Leapmotor (9863 HK) - Competitive pricing for B10 with strong 4Q24 margins |
【Sector Research】Capital Goods - Domestic excavator sales +99% YoY in Feb a surprise |
【行业研究】中国医药 - 预期药品集采政策优化,期待“创新药目录”落地 |
【行业研究】房地产 - ~70%概率二季度板块受提振,建议增配优质标的 |
【Company Research】JD.com (JD US) - Results beat; eyeing on core business earnings growth |
【Sector Research】Auto - Price war to intensify amid AI arms race |
【Fixed Income Research】NWDEVL: the in-line, positive surprises and disappointment of 1HFY25 results |
United Energy (467 HK) - Termination of Coverage |
【Company Research】BeiGene (ONC US) - Strong FY25 guidance issued |
【Sector Research】Auto - Solid Feb NEV sales with many new models on the way |