| 【Company Research】Vanke - H (2202 HK) – Takeaway from July sales conference call |
| 【Fixed Income Research】GEMDAL New Issuance – We see FV at 5% - low 5% |
| 【Company Research】Alibaba (BABA US) – Multi-app strategy in investment cycle |
| 【Company Research】Xinyi Solar (968 HK) – Accelerating capacity expansion in 2022 |
| 【Company Research】Kingsoft Cloud (KC US) – M&A and new customer win enhance visibility |
| 【Fixed Income Research】China Property Developers 7M2021 Presales |
| 【Fixed Income Research】EVERRE – Stock take on listed investments |
| 【行业研究】中国新能源汽车行业 – 上半年渗透率超预期，下半年更值得期待 |
| 【公司研究】蔚来汽车 (NIO US) – 芯片供应边际改善，期待下半年交付量增长 |
| 【公司研究】比亚迪控股 - H (1211 HK) – 年内动力电池外供有望超预期 |
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