| 【Company Research】Shengyi Technology (600183 CH) – 1H22 results miss; Maintain HOLD |
| 【Company Research】Li Auto Inc.– Poised to make profit from 4Q22 |
| 【Company Research】Sunny Optical (2382 HK) – 1H22 first take: in-line with profit warning; 2H22 guidance the key to watch |
| 【Company Research】Willsemi (603501 CH) – 2Q results review: Recovery slowed down by weak mobile CIS |
| 【Sector Research】China Property Sector – NBS July data in-line; expecting a better Aug |
| 【Sector Research】China Auto Sector – Price war possible despite strong Jul wholesale |
| 【Company Research】Li Ning (2331 HK) – Guidance maintained with healthy inventory |
| 【Company Research】Yunkang Group (2325 HK) – Strong growth driven by continued expansion of medical institution alliance network |
| 【Sector Research】China Technology Sector- Implications of SMIC/Hua Hong 2Q22 results and recent US semi restrictions |
| 【Company Research】Hikvision (002415 CH) – On the right track of recovery |