| 【Company Research】Kingdee (268 HK) – Bidding data implied accelerated software substitution |
| 【Company Research】CTGDF (601888 CH) – Still the crown jewel among reopening plays |
| 【Sector Research】China Hardware/Semi – Reality check on smartphone supply chain: Prefer Apple and RF names |
| 【Sector Research】China Property Service Sector – 2023 a year for market leaders and survivors |
| 【Company Research】Sunny Optical (2382 HK) – FY22 profit warning below expectations; Still too early to bottom fish |
| 【Sector Research】China Construction Machinery – Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector |
| 【Sector Research】China Insurance – Divergent jumpstart performance among life insurers |
| 【行业研究】ChatGPT跨行业专题报告 – AIGC发展大年，推动新一轮产业革命 |
| 【Company Research】Tian Lun Gas (1600 HK) – Rapid recovery in C&l’s gas sales; county new energy business continues to heat up |
| 【行业研究】中国互联网行业 – ChatGPT & AIGC在中国市场的发展前景 |
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