| 【Company Research】Geely Automobile (175 HK) - A disciplined route to intelligent transformation and global expansion |
| 【Company Initiation】Haixi Pharma (2637 HK) - Redefining ocular fundus disease treatment |
| 【行业研究】汽车 - 机器人产业链调研:特斯拉量产在即,行业发展路径或类似新能源汽车,产业早期优选零部件龙头 |
| 【Sector Research】Capital Goods - Momentum of earth-moving machinery sales continued in May |
| 【Company Research】Jiangsu Hengli (601100 CH) - Takeaways from plant visit: More positive than we thought |
| 【Company Research】Palo Alto Networks (PANW US) - AI-driven demand extends growth runway |
| 【Sector Research】China Healthcare - ASCO 2026 review: Chinese biopharma showcases historic milestones and global competitiveness |
| 【Company Research】Meituan (3690 HK) - 1Q results beat; expecting food delivery business to return to breakeven in 2Q26 |
| 【Company Research】Futu Holdings (FUTU US) - 1Q26 earnings missed; TP cut to US$145 on earnings revision for exit of mainland accounts |
| 【Company Research】Li Auto Inc. (LI US/2015 HK) - Earnings recovery may take time after 1Q26 loss |