| 【Company Research】Sinotruk (Hong Kong) (3808 HK) - 1H26 net profit +26% YoY, above expectation; Dividend payout raised |
| 【Company Research】Li Auto Inc. (LI US/2015 HK) - Earnings recovery could take longer than expected |
| 【Company Research】MiniMax Group (100 HK) - 1H26 review: strong monetization; extending performance-cost frontier of large model |
| 【Company Research】SANY International (631 HK) - Net profit in 2Q26 +7% YoY, beating expectation |
| 【Company Research】WuXi Biologics (2269 HK) - Guidance raised; biosimilars to be new driver |
| 【Company Research】Nongfu Spring (9633 HK) - Tea biz fuelled growth; 2H26 key variable lies in cost |
| 【Company Research】Maxscend (300782 CH) - Transition before turnaround; maintain HOLD |
| 【Company Research】Minth Group (425 HK) - 1H26 earnings, track record back long-term growth |
| 【Company Research】Haizhi Technology (2706 HK) - 1H26 review: robust revenue growth on upgrade of Agent Harness solutions |
| 【Company Research】Proya Cosmetics (603605 CH) - 1H26 earnings boosted by one-off gain; organic momentum still soft |
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