| 【Company Research】Xpeng Inc. (XPEV US) – 2Q23 GPM miss; Still a long way for healthy GPM |
| 【Company Research】Atour Lifestyle (ATAT US) – Remain cautiously optimistic after a solid 2Q23 |
| 【Company Research】Kingdee (268 HK) – Loss reduction on track |
| 【Company Research】Kindly Medical (1501 HK) – Rapid sales recovery in 1H23 |
| 【Company Research】Zhejiang Dingli (603338 CH) – 2Q23 earnings +35% YoY in line; Boom lift in overseas the upcoming driver |
| 【Sector Research】Hardware – Optical transceivers: Implications from Coherent 2Q23 results and guidance |
| 【Company Research】Bilibili (BILI US) – Monetization improvement while driving for ecosystem growth |
| 【Company Research】Intron Technology (1760 HK) – 1H23E Preview: strong growth despite industry headwinds; expect back-loaded in 2H23E |
| 【Company Research】Samsonite (1910 HK) – 2Q rev/np +33%/49%; strength extending to 2H |
| 【Company Research】JD.com (JD US) – Grinding through growth strategy pains |
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