| 【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 |
| EVA Holdings (838 HK) - Termination of Coverage |
| 【Company Research】SMIC (981 HK) - 2Q earnings beat on pricing turn and earnings recovery |
| 【Company Research】Z.AI (2513 HK) - GLM-5.3 unveiled with strong capabilities |
| 【行业研究】汽车 - 以智能车为鉴,挖掘人形机器人投资机会:本体百家争鸣,零部件率先兑现 |
| 【Company Research】Hua Hong Grace (1347 HK) - Q2 earnings beat, but rich valuation keeps us at HOLD |
| 【Company Research】JD.com (JD US) - Driving continued operating efficiency improvement |
| 【Company Research】Dmall Inc (2586 HK) - 1H26 review: Accelerating AI transformation |