【行业研究】半导体 - ASML 1Q24业绩:2024是公司过渡年 |
【Company Research】Xtep (1368 HK) - Steady recovery shall continue with high yield |
【Company Research】Anta Sports (2020 HK) - An inline 1Q24 plus an improving outlook |
【Sector Research】China Construction Machinery - More policies to support domestic machinery demand; expect sector rally to continue |
【Sector Research】Property - NBS 1Q24: weakness was well expected, expecting more financing-side policies |
【Sector Research】China heavy duty truck - Expanding gas/diesel price spread to further boost sales of gas HDTs |
【Company Research】Tongda (698 HK) - Healthier balance sheet and Android momentum to drive profitability recovery |
【公司研究】联影医疗 (688271 CH) - 做难的事,做对的事 |
【Company Research】Mindray (300760 CH) - Firmly implement the globalization strategy |
【行业研究】医药 - 创新政策持续落地,期待全国性指导文件出台 |