| 【Company Research】Alibaba (BABA US) - Positive profitability growth of core e-commerce business likely to sustain |
| 【Company Research】Naura Technology (002371 CH) - Solid FY24 earnings amid accelerated semi supply chain domestication |
| 【Sector Research】China Insurance - Raised cap for insurer’s equity asset allocation could unleash max. RMB 1.7tn to stock market |
| 【行业研究】半导体 - 美国关税对中国半导体行业影响 |
| 【Company Research】Zhejiang Dingli (603338 CH) - Challenging situation with pressure from both end demand and US tariff; D/G to HOLD |
| 【行业研究】互联网 - 短期关注防御属性及政策托底下有望受益的公司 |
| 【Sector Research】Capital Goods - Strong domestic sales of earth-moving machinery in Mar |
| 【Sector Research】Technology - US tariff updates: Addressing FAQs after a volatile day |
| 【行业研究】中国医药 - 2024年度业绩回顾：创新药独占鳌头 |
| 【Sector Research】Auto - 1Q25 sales volume, discounts may lead to larger earnings divergence |
Address: 45th & 46th Floor, Champion Tower, 3 Garden Road, Central, Hong Kong
Telephone: （852）3900 0888 Fax:（852）3761 8788
Copyright © 2019-2025 CMB International Capital Corporation Limited. All rights reserved.
