| 【Company Research】Willsemi (603501 CH) – 2Q results review: Recovery slowed down by weak mobile CIS |
| 【Sector Research】China Property Sector – NBS July data in-line; expecting a better Aug |
| 【Sector Research】China Auto Sector – Price war possible despite strong Jul wholesale |
| 【Company Research】Li Ning (2331 HK) – Guidance maintained with healthy inventory |
| 【Company Research】Yunkang Group (2325 HK) – Strong growth driven by continued expansion of medical institution alliance network |
| 【Sector Research】China Technology Sector- Implications of SMIC/Hua Hong 2Q22 results and recent US semi restrictions |
| 【Company Research】Hikvision (002415 CH) – On the right track of recovery |
| 【Company Research】Bosideng (3998 HK) – Our view on three major investors’ concerns |
| 【Sector Research】China Insurance – 1H22 results preview |
| 【Company Research】S.C New Energy Technology (300724 CH) – Weakness in 2Q profit one-off in nature; Focus on TOPCon & Perovskite solar cell equipment growth |
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