| 【Company Research】CR Mixc Lifestyle (1209 HK) – 1H23 earnings beat with surprise in dividend |
| 【Company Research】SANY International (631 HK) – Net profit in 2Q23 +19% YoY; Higher R&D spending but still a set of good quality results |
| 【Company Research】Great Wall Motor (2333 HK) – Resilient margins pave way for EV transition |
| 【Company Research】Nongfu Spring (9633 HK) – 1H rev/np +23%/25%; a neat beat on tea beverage |
| 【Company Research】Zoomlion (1157 HK) – 2Q23 net profit +50% YoY in line with expectations |
| 【公司研究】卫龙 (9985 HK) – 上半年收入同比增3%,扭亏为盈;2季度拓展零食渠道 |
| 【Company Research】Jinxin Fertility (1951 HK) – Recovery to expedite in 2H23E |
| 【Company Research】InnoCare Pharma (9969 HK) – Consistent results of orelabrutinib for MS |
| 【Company Research】Greentown Service (2869 HK) – 1H23 results in-line, visible recovery in owner VAS |
| 【Company Research】SANY Heavy Industry (600031 CH) – 2Q23 net profit +81% but largely due to low base & FX gain; Staying cautious on export |