| 【Company Research】Xiaomi (1810 HK) – Weak 2Q22 in-line; Expect seasonal demand recovery in 2H22E |
| 【Company Research】Yonyou (600588 CH) – Takes time to build the cloud platform |
| 【Sector Research】China Solar Power Sector – Was the massive sell-off justified? |
| 【Company Research】WuXi Biologics (2269 HK) – Non-COVID projects driving long-term growth |
| 【Company Research】Geely (175 HK) – Zeekr trending up; Other brands still uncertain |
| 【Company Research】NetEase Inc. (NTES US) – Strong pipeline despite short-term deceleration |
| 【Company Research】ZTO Express (ZTO US) – Record-high market share; Good cost control; Earnings raised on better margin |
| 【Company Research】ZTO Express (2057 HK) – Record-high market share; Good cost control; Earnings raised on better margin |
| 【Company Research】I-Mab BioPharma (IMAB US) – Amendment on the deal regarding anti-CD47 antibodies with AbbVie |
| 【Company Research】CR Beer (291 HK) – 1H22 beat on better cost efficiency; our top pick over 2H22 |
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