| 【Company Research】Giant Biogene (2367 HK) - 1H26 in line; eyes on injectables ramp |
| 【Company Research】Kelun-Biotech (6990 HK) - Sac-TMT global catalysts building |
| 【行业研究】医药 - 海外CXO/生命科学上游2Q26业绩剖析:早研需求已达实质性向上拐点,普遍上调2026年业绩指引 |
| 【Company Research】Hesai Group (HSAI US) - LiDAR business as stable profit generator; SGI growth visibility improves |
| 【Company Research】iQIYI (IQ US) - 2Q26 results: Sequential revenue and margin recovery |
| 【Company Research】Chuangxin Industries (2788 HK) - 1H26 profit growth of 1.7x YoY in line with pre-announced alert; Higher gearing due to M&A |
| 【Sector Research】China Insurance - 2Q26 insurance funds: Total scale hit RMB40tn; equity exposure continued to rise on stock rally |
| 【Company Research】Geely Automobile (175 HK) - 2Q26 in-line; export, margin traction to continue |
| 【Company Research】Hansoh Pharma (3692 HK) - Multiple innovative assets with global blockbuster potential |
| 【Company Research】Shengyi Tech (600183 CH) - Robust Q2 earnings; AI-driven mix upgrade and ASP hikes in full swing |