【Sector Research】Technology - Implications of US reciprocal tariffs on supply chain |
【Company Research】XtalPi (2228 HK) - AI-driven innovation unlocks expansive commercial prospects |
【Company Research】Binjiang Service (3316 HK) - Expansion outside Zhejiang to support GFA growth; Maintain BUY |
【Company Research】Yonyou (600588 CH) - Striving for large-scale loss reduction in 2025 |
【Company Research】New Hope Services (3658 HK) - Third party expansion advances to higher-end level, maintain BUY |
【Company Research】SANY International (631 HK) - Set for a recovery |
【公司研究】固生堂 (2273 HK) - AI赋能中医服务龙头 |
【Company Research】Akeso (9926 HK) - AK112 to validate its potential as next-generation IO therapy |
【Company Research】Intron Tech (1760 HK) - 2024 revenue in-line; Expect solid demand and resilient margin in FY25-26E |
【Company Research】Maxscend (300782 CH) - LT prospects intact; Maintain HOLD on continued margin pressure |