| 【Company Research】EVA Holdings (838 HK) – Recovering gradually |
| 【Sector Research】China Technology – Apple MR: Long-awaited next “iPhone moment” |
| 【Company Research】Bilibili (BILI US) – Prioritizing profitability and quality user growth |
| 【Sector Research】China Auto Sector – May NEV likely to hit second highest in history |
| 【Company Research】JOYY Inc. (YY US) – 2H23E recovery in sight |
| 【Company Research】Recbio (2179 HK) – Clinical development of core pipeline products continues |
| 【公司研究】迈瑞医疗 (300760 CH) – 打造智能生态，剑指世界一流 |
| 【Company Research】Weibo (WB US) – Solid margin and attractive valuation; wait for top-line recovery |
| 【Company Research】Meituan (3690 HK) – Determined to maintain local consumer services industry consumer mind share |
| 【Company Research】NetEase (NTES US) – Solid mobile games and margin improvement support strong 1Q23 results |
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