| 【Company Research】Jiangsu Hengli (601100 CH) - Key takeaways from post-results call |
| 【Company Research】Ping An (2318 HK/601318 CH) - Group OPAT strengthened by AM; NBV largely in-line |
| 【Company Research】Jiangsu Hengli (601100 CH) - Net profit -3% YoY in 2Q26 but largely due to FX loss; strong revenue growth and EBIT |
| 【Company Research】PDD Holdings (PDD US) - Focus on more visible growth opportunities amid a challenging environment |
| 【Company Research】OmniVision (603501 CH) - Early signs of inflection at a cyclical trough |
| 【Company Research】Xpeng Inc. (XPEV US/9868 HK) - 4Q26 volume acceleration; robotics fundraising unlocks SOTP value |
| 【Company Research】Leapmotor (9863 HK) - All set for a stronger 2H26 |
| 【Company Research】Greentown Service (2869 HK) - Trading scale for quality in 1H26; maintain BUY |
| 【Company Research】Henlius Biotech (2696 HK) - Broadening global footprint while advancing innovation |
| 【Company Research】Ke Holdings (BEKE US) - Efficiency gains broaden from cost control to operating productivity |