| 【Company Research】BYD (1211 HK/002594 CH) - 2Q26 earnings signal enhanced cost discipline |
| 【Company Research】GAC Group (2238 HK/601238 CH) - Exports, customer mix to drive margin recovery |
| 【Company Research】Salesforce (CRM US) - 2QFY27 review: robust bookings growth on strong AI momentum |
| 【Company Research】Akeso (9926 HK) - Eyes on Harmoni-3 readout in 2H26 |
| 【Company Research】Meituan (3690 HK) - UE improved as expected amid more benign industry competition |
| 【Company Research】Weichai Power (2338 HK/000338 CH) - High visibility of AIDC gensets; SOFC to offer upside potential |
| 【Company Research】Weichai Power (2338 HK/000338 CH) - Net profit in 2Q26 +57% YoY helped by other income and expense control; Rising AIDC power contribution |
| 【Company Research】Baozun (BZUN US) - Operating efficiency gains drive higher medium-term earnings guidance |
| 【Company Research】Micro-Tech (688029 CH) - Overseas strength offsets domestic pressure; eyes on upcoming national VBP |
| 【Company Research】Hansoh Pharma (3692 HK) - Strong 1H26 earnings beat with innovation momentum intact |
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