| 【Company Research】Meituan (3690 HK) – Determined to maintain local consumer services industry consumer mind share |
| 【Company Research】NetEase (NTES US) – Solid mobile games and margin improvement support strong 1Q23 results |
| 【Company Research】CSPC Pharmaceutical (1093 HK) – To further expand mRNA and ADC pipelines |
| 【Sector Research】China Auto Sector – Mixed picture ahead as inventory risk lingers |
| 【Company Research】PDD Holdings (PDD US) – Core business delivered quality growth |
| 【行业研究】中国动力电池行业 – CIBF 2023：创新不止，技术为王 |
| 【Company Research】Baozun (BZUN US) – Mild recovery ahead |
| 【Company Research】Zhihu (ZH US) – Positive OCF for the first time |
| 【Sector Research】China Internet – April online game market recap |
| 【Company Research】Xiaomi (1810 HK) – Impressive earnings recovery in 1Q23; Reiterate BUY |
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