【Company Research】ZTO Express (2057 HK) - Still positive on profitable growth strategy despite lower volume guidance |
【Company Research】Xpeng Inc. (XPEV US) - Mona M03, P7+’s success with 3Q24 GPM beat could make Xpeng’s breakeven possible |
【Company Research】Tongcheng Travel (780 HK) - Travel demand remains resilient |
【Company Research】Trip.com (TCOM US) - Solid business growth momentum continues |
【Company Research】Weibo (WB US) - 3Q24 results beat on Olympic event; 4Q24 outlook remains under pressure |
【公司研究】中广核矿业 (1164 HK) - 低成本铀矿具优势 |
【行业研究】原材料 - 天然铀受惠于全球核电未来十年的结构上升周期 |
【Company Research】Xiaomi (1810 HK) - 3Q24 beat on stronger EV/core business margin; Solid execution of “Human×Car×Home” strategy |
【Sector Research】China Insurance - 10M24 Monthly: Life premium retreated as expected, P&C grew with auto sales momentum |
【行业研究】中国医药 - 医疗设备招标有望复苏,创新药出海成果丰硕 |