| 【Company Research】SANY International (631 HK) - Scale-down of solar power expansion plan a positive move |
| 【Company Research】Tigermed (300347 CH) - Order growth in 1H24 signals reduced uncertainties in demand recovery |
| 【Company Research】Tongda (698 HK) - Non-metal casing upgrade and Smart-tech to drive earnings recovery in FY25E |
| 【Company Research】Great Wall Motor (2333 HK) - Strong earnings to continue with a new H6 needed |
| 【Company Research】BYD (1211 HK) - Solid sales, earnings outlook despite mixed 2Q |
| 【Company Research】Li Auto Inc. (LI US) - Proven resilience gives us confidence in BEVs |
| 【Sector Research】Semiconductors - Nvidia 2Q review: A strong beat-and-raise quarter; eyes on Blackwell shipment and margin |
| 【Company Research】Nongfu Spring (9633 HK) - 1H24 missed, tea became top profit contributor |
| 【行业研究】】半导体 - 英伟达2QFY25业绩回顾：重点关注Blackwell出货和利润率 |
| 【Company Research】Proya Cosmetics (603605 CH) - Best earnings among peers, strong momentum sustained |
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