| 【Company Research】Alibaba (BABA US) – Fundamentals on constant recovery track |
| 【行业研究】中国互联网行业 – 世界人工智能大会:大模型生态持续完善 |
| 【Sector Research】China Auto Sector – When will discounts peak after rising for 8 months |
| 【Company Research】CR Beer (291 HK) – Expecting a solid 1H23 |
| 【Company Research】CTGDF (601888 CH) – Earnings expectation is settling |
| 【Company Research】Cloud Music (9899 HK) – 1H23 preview: solid improvement in profitability |
| 【Company Research】Yongda Automobiles (3669 HK) – 1H23E preview: new-car GPM could be a bottom |
| 【Company Research】Zhejiang Dingli (603338 CH) – Margin expansion in 23E; Volume growth in 24E |
| 【Sector Research】China Auto Sector – Jun leading indicators: NIO weaker than expected |
| 【Company Research】Horizon CD (9930 HK) – No.1 equipment operation service provider ready to capture the opportunities in AWP |