| 【行业研究】中国医药 - 医保目录调整结果公布,持续支持创新 |
| 【Company Research】Cafe De Coral (341 HK) - Disappointing results salvaged by flat dividend |
| 【Company Research】Zhejiang Dingli (603338 CH) - Competitive advantage in place with reduced AD duties in EU |
| 【Company Research】AAC Tech (2018 HK) - Product upgrades and margin expansion to continue; Reiterate BUY |
| 【Company Research】Sunny Optical (2382 HK) - NDR takeaway: Guidance well on track; Positive outlook on future opportunities |
| 【Company Research】Chow Tai Fook (1929 HK) - 1H earnings missed, 2H still under pressure |
| 【Company Research】BOE Varitronix (710 HK) - NDR takeaway: Chengdu plant, system biz and overseas market to drive growth |
| 【Company Research】Sunny Optical (2382 HK) - CEO transition announced, Remain confident in mgmt. and LT opportunity |
| 【Company Research】BYDE (285 HK) - NDR takeaways: Apple, NEV products and AI server are key growth drivers in 2025 |
| 【Company Research】Baozun (BZUN US) - Better-than-expected 3Q results drove enhanced full-year outlook |