| 【公司研究】三生制药 (1530 HK) - 预期特比澳持续快速增长,创新品种蓄势待发 |
| 【行业研究】中国金融行业 - 市场利率定价自律机制两项《倡议》点评 |
| 【Company Research】Bosideng (3998 HK) - Impressive results and guidance maintained |
| 【行业研究】中国医药 - 医保持续支持创新,基金收支有望改善 |
| 【Company Research】FIT Hon Teng (6088 HK) - NDR takeaway: FY24E guidance on track; Expect 20% rev CAGR in FY25-27E |
| 【Company Research】Meituan (3690 HK) - 3Q results beat; driving earnings growth in a more holistic perspective |
| 【Sector Research】Semiconductors - RFFE localization to continue as handset market recovers |
| 【行业研究】中国医药 - 医保目录调整结果公布,持续支持创新 |
| 【Company Research】Cafe De Coral (341 HK) - Disappointing results salvaged by flat dividend |
| 【Company Research】Zhejiang Dingli (603338 CH) - Competitive advantage in place with reduced AD duties in EU |