| 【Company Research】ZTO Express (2057 HK) – Record-high market share; Good cost control; Earnings raised on better margin |
| 【Company Research】I-Mab BioPharma (IMAB US) – Amendment on the deal regarding anti-CD47 antibodies with AbbVie |
| 【Company Research】CR Beer (291 HK) – 1H22 beat on better cost efficiency; our top pick over 2H22 |
| 【Company Research】Tencent (700 HK) – Eyes on efficiency and video accounts upside |
| 【Company Research】Sunny Optical (2382 HK) – Shipment guidance lowered as expected; Awaiting market recovery |
| 【Company Research】Vesync (2148 HK) – Sales and cost pressure may persist in 2H22E |
| 【Company Research】Shengyi Technology (600183 CH) – 1H22 results miss; Maintain HOLD |
| 【Company Research】Li Auto Inc.– Poised to make profit from 4Q22 |
| 【Company Research】Sunny Optical (2382 HK) – 1H22 first take: in-line with profit warning; 2H22 guidance the key to watch |
| 【Company Research】Willsemi (603501 CH) – 2Q results review: Recovery slowed down by weak mobile CIS |
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