| 【Company Research】Ping An (2318 HK) - Group OPAT back to double-digit rise; expect CSM to return to positive growth in 2026E |
| 【Company Research】BYD (1211 HK/002594 CH) - Overseas sales could be a positive surprise in FY26 |
| 【Company Research】Xunfei Healthcare (2506 HK) - GBC synergy to drive long-term growth |
| 【公司研究】中国生物制药 (1177 HK) - 创新药收入占比近半,全球化布局提速 |
| 【Company Research】Great Wall Motor (2333 HK/601633 CH) - Possible positive surprise from new platform |
| 【Company Research】GAC Group (2238 HK/601238 CH) - Eyes on Aistaland and exports |
| 【Company Research】Akeso (9926 HK) - Eyes on pivotal ivonescimab readouts |
| 【Company Research】Sinotruk (Hong Kong) (3808 HK) - Export growth outlook more extensive and sustainable; U/G to BUY |
| 【Sector Research】Materials - Supply risks materialized following weekend’s attacks on Middle East aluminium smelters |
| 【Company Research】Innovent Biologics (1801 HK) - Accelerating transition to global biopharma |