| 【Company Research】Tongda (698 HK) – 1H22 GPM beat; VR/AR/Auto to drive LT growth |
| 【Sector Research】China AI – U.S. is restricting advanced GPU sales to China |
| 【Company Research】Yili Industrial (600887 CH) – 2Q largely in line; and yet a revised 2H outlook prompts for an earnings cut |
| 【Company Research】I-Mab BioPharma (IMAB US) – Strong cash balance to fund business operations |
| 【Company Research】AK Medical (1789 HK) – Net profit beat due to significant volume growth post VBP |
| 【Company Research】Joinn Laboratories (6127 HK) – Accelerating growth momentum |
| 【Company Research】Haidilao (6862 HK) – Reformed successfully and may reopen stores |
| 【Company Research】SANY International (631 HK) – Beat expectation: 2Q22 core profit +43% YoY on strong margin recovery |
| 【Economic Perspectives】China Economy – Growth remained weak and may slowly rise ahead |
| 【Company Research】Baidu (BIDU US) – The worst is behind; eyes on 2H22E recovery |
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