| 【Company Research】DualityBio (9606 HK) - Eyes on the upcoming ADC + IO2.0 data readouts |
| 【Company Research】CR MixC Lifestyle (1209 HK) - Broadening drivers to ease residential PM reliance; Maintain BUY |
| 【Company Research】Zenergy (3677 HK) - 1H26 a mixed bag; margin recovery from 2H26 |
| 【Company Research】CPIC (2601 HK) - Key metrics stayed robust; first interim dividend declared representing 19.1% payout |
| 【Sector Research】Property - Pre-sale threshold lifted: short-term pain for long-term health |
| 【Company Research】SANY Heavy (600031 CH/6031 HK) - 2Q26 net profit +17% YoY after FX impact |
| 【Company Research】China Life (2628 HK) - Strong underwriting and investment gains drive interim DPS beat; Raise TP to HK$39 |
| 【Company Research】Laifual Drive (3952 HK) - On track for profitability, volume leadership |
| 【Company Research】Mindray (300760 CH) - 1H26 in line; overseas momentum and domestic recovery intact |
| 【公司研究】固生堂 (2273 HK) - 重回增长导向战略,并购+出海双发力 |