| 【Sector Research】Healthcare - Results review of overseas CXO and life science tools sectors in 2024 & 4Q24: C(D)MOs and tools suppliers exceled; clinical CROs faced a tough market |
| 【行业研究】中国医药 - 海外CXO/生命科学上游2024 和 4Q24业绩剖析:C(D)MO和生命科学上游表现亮眼,临床CRO需求滑坡 |
| 【Company Research】Leapmotor (9863 HK) - Competitive pricing for B10 with strong 4Q24 margins |
| 【Sector Research】Capital Goods - Domestic excavator sales +99% YoY in Feb a surprise |
| 【行业研究】中国医药 - 预期药品集采政策优化,期待“创新药目录”落地 |
| 【行业研究】房地产 - ~70%概率二季度板块受提振,建议增配优质标的 |
| 【Company Research】JD.com (JD US) - Results beat; eyeing on core business earnings growth |
| 【Sector Research】Auto - Price war to intensify amid AI arms race |
| 【Fixed Income Research】NWDEVL: the in-line, positive surprises and disappointment of 1HFY25 results |
| United Energy (467 HK) - Termination of Coverage |