| 【Sector Research】China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term |
| 【Company Research】HUYA (HUYA US) – Clear margin improvement |
| 【Sector Research】China Property Sector – Property+ Weekly: Weak construction resumption rate dragged by property |
| 【Sector Research】China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat |
| 【Company Research】China Meidong Auto (1268 HK) – We expect 2H22E net profit to fall 23% YoY |
| 【Company Research】Xpeng Inc. (XPEV US) – 4Q22E net loss to narrow; sales as key to FY23 |
| 【Company Research】NIO Inc. (NIO US) – 4Q22E loss to narrow; FY23 sales to outperform |
| 【Company Research】Yonyou (600588 CH) – Distressed margin with non-standardized cloud |
| 【Company Research】COLI (688 HK) – FY22E preview: page not yet turned |
| 【Company Research】Li Auto Inc. (LI US) – 4Q22E net profit likely to turn positive |
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