【公司研究】迈瑞医疗 (300760 CH) – 打造智能生态,剑指世界一流 |
【Company Research】Weibo (WB US) – Solid margin and attractive valuation; wait for top-line recovery |
【Company Research】Meituan (3690 HK) – Determined to maintain local consumer services industry consumer mind share |
【Company Research】NetEase (NTES US) – Solid mobile games and margin improvement support strong 1Q23 results |
【Company Research】CSPC Pharmaceutical (1093 HK) – To further expand mRNA and ADC pipelines |
【Sector Research】China Auto Sector – Mixed picture ahead as inventory risk lingers |
【Company Research】PDD Holdings (PDD US) – Core business delivered quality growth |
【行业研究】中国动力电池行业 – CIBF 2023:创新不止,技术为王 |
【Company Research】Baozun (BZUN US) – Mild recovery ahead |
【Company Research】Zhihu (ZH US) – Positive OCF for the first time |