【Company Research】Sunny Optical (2382 HK) - Investor Day takeaways: High-end upgrade to accelerate in 2H24E; Edge AI to drive long-term growth |
【行业研究】互联网 - 1Q24行业业绩总结及三条投资布局主线 |
【Sector Research】China Insurance - 5M24 Monthly: life growth stayed resilient; P&C auto premiums sequentially rebounded |
【Sector Research】Property - NBS 5M24: REI continued weakening, sales structure remained skewed to higher-tier cities |
【Sector Research】Capital Goods - Overhang largely removed following EU’s preliminary results of AD duties on AWP |
【Company Research】Innovent Biologics (1801 HK) - Promising PoC results of the potential FIC asset |
【Company Research】Cafe De Coral (341 HK) - Gaining market share under a weak macro |
【行业研究】互联网 - NBS数据或预示2Q电商GMV表现有望好于预期 |
【Company Research】China Hongqiao (1378 HK) - A key beneficiary of tight aluminum supply trading at attractive valuation |
【公司研究】同程艺龙 (780 HK) - 端午韧性增长持续,憧憬2H24E利润率回升 |