【Company Research】Haidilao (6862 HK) - Our view on management changes |
【公司研究】巨子生物 (2367 HK) - 618收官,双品牌全渠道延续高增长 |
【行业研究】中国医药 - 医药行业估值吸引,看好医药新消费 |
【Company Research】Kuaishou (1024 HK) - Shelf-based ecommerce outperformed in 618 |
【Company Research】Sunny Optical (2382 HK) - Investor Day takeaways: High-end upgrade to accelerate in 2H24E; Edge AI to drive long-term growth |
【行业研究】互联网 - 1Q24行业业绩总结及三条投资布局主线 |
【Sector Research】China Insurance - 5M24 Monthly: life growth stayed resilient; P&C auto premiums sequentially rebounded |
【Sector Research】Property - NBS 5M24: REI continued weakening, sales structure remained skewed to higher-tier cities |
【Sector Research】Capital Goods - Overhang largely removed following EU’s preliminary results of AD duties on AWP |
【Company Research】Innovent Biologics (1801 HK) - Promising PoC results of the potential FIC asset |