| 【Company Research】Hesai Group (HSAI US) - LiDAR business as stable profit generator; SGI growth visibility improves |
| 【Company Research】iQIYI (IQ US) - 2Q26 results: Sequential revenue and margin recovery |
| 【Company Research】Chuangxin Industries (2788 HK) - 1H26 profit growth of 1.7x YoY in line with pre-announced alert; Higher gearing due to M&A |
| 【Sector Research】China Insurance - 2Q26 insurance funds: Total scale hit RMB40tn; equity exposure continued to rise on stock rally |
| 【Company Research】Geely Automobile (175 HK) - 2Q26 in-line; export, margin traction to continue |
| 【Company Research】Hansoh Pharma (3692 HK) - Multiple innovative assets with global blockbuster potential |
| 【Company Research】Shengyi Tech (600183 CH) - Robust Q2 earnings; AI-driven mix upgrade and ASP hikes in full swing |
| EVA Holdings (838 HK) - Termination of Coverage |
| 【Company Research】SMIC (981 HK) - 2Q earnings beat on pricing turn and earnings recovery |
| 【Company Research】Z.AI (2513 HK) - GLM-5.3 unveiled with strong capabilities |
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