| 【Company Research】Sunny Optical (2382 HK) - 2026 guidance better-than-feared; high-end SP/auto/IoT to drive earnings growth |
| 【Company Research】Pharmaron Beijing (300759 CH) - Landmark CDMO deal to fuel future growth |
| 【Company Research】Innolight (300308 CH) - Stronger into 2026 on 1.6T ramp and SiPh mix |
| 【Company Research】OmniVision (603501 CH) - Higher-value CIS mix expansion supports margin resilience |
| 【Company Research】InnoScience (2577 HK) - GaN-ning momentum one step at a time |
| 【Company Research】Angelalign (6699 HK) - Earnings beat with strong overseas momentum |
| 【Company Research】PICC P&C (2328 HK) - Non-auto CoR sees headroom for improvement |
| 【Company Research】Zoomlion (1157 HK/000157 CH) - First take: 2025 earnings +36% in-line; overseas revenue surged 60% in 4Q25 |
| 【Company Research】CR Beverage (2460 HK) - Expect earnings to bottom out in FY26E |
| 【Company Research】BYDE (285 HK) - Expect 2026 growth drivers from Apple Fold, auto business and AI server ramp-up |
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