【公司研究】宝尊电商 (BZUN US) – 深度交流:全链路赋能品牌,三大业务协同可期 |
【Sector Research】China Entertainment – Embracing rich pipeline and sector mild re-rating |
【公司研究】锦欣生殖 (1951 HK) – 医保首城落地,全国有望跟进 |
【Company Research】Sunny Optical (2382 HK) – Investor Day takeaways: Well-positioned to capture auto/XR/robots opportunities |
【Sector Research】China Internet – 2Q23 online advertising: recovery in cautious mode |
【Sector Research】China Property Sector – NBS 5M23 data in line: expect sales growth to recover in July |
【Sector Research】China Internet – May online retail sales recap |
【行业研究】中国汽车行业 – 分析师路演反馈:八仙过海,危中有机 |
【Company Research】BOE Varitronix (710 HK) – A clear 2025 strategic roadmap; Reiterate BUY on recent correction |
【Company Research】NIO Inc. (NIO US) – Premiumization no longer stands for high margin |