| 中国东方教育 (667 HK, 增持) - 多重布局驱动稳健前景 | 李怡珊,王腾杰,张贺楠 | 2026-08-20 |
| 巨子生物（2367 HK）- 增长成本上升限制复苏空间；下调评级至减持 | 黄铭谦,张力丹 | 2026-08-20 |
| 招商证券（国际）早会纪要 20260820 | 招商香港研究部 | 2026-08-20 |
| Giant Biogene (2367 HK) - Rising cost of growth caps the recovery, D/G to SELL | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-08-19 |
| Fuyao Glass (3606 HK) - Core profit grew against headwinds in 1H26; intelligent features expand addressable market | Liang Yonghuo | 2026-08-19 |
| 福耀玻璃 (3606 HK) - 上半年核心利润逆势增长，智能化拓宽业务边界 | 梁勇活 | 2026-08-19 |
| 华润啤酒 (291 HK，增持) - 上半年业绩符合预期，派息率持续提升 | 黄铭谦,张力丹 | 2026-08-19 |
| 百度集团 (9888 HK/BIDU US, 未评级) - 二季度业绩不及预期，大幅增加资本开支押注AI | 李怡珊,王腾杰,张贺楠 | 2026-08-19 |
| Economic Data Review (July 2026) - Widening Divergence Between New and Traditional Growth Drivers | CMS (HK) Research | 2026-08-19 |
| 招商证券（国际）早会纪要 20260819 | 招商香港研究部 | 2026-08-19 |
| 吉利汽车 (175 HK) - 上半年逆势高增长，海外版图加速成形 | 梁勇活 | 2026-08-18 |
| Geely Auto (175 HK) - Strong 1H26 Growth Against Industry Headwinds; Overseas Footprint Taking Shape | Liang Yonghuo | 2026-08-18 |
| 江西生物 (6915 HK) - 破伤风抗毒素龙头，创新管线开启新增长 | 陈铸鸿,谭震,陈泓道 | 2026-08-18 |
| Jiangxi Biologics (6915 HK) - Tetanus antitoxin leader unlocking new growth opportunities with innovative pipeline | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-08-18 |
| China Macro Economy - July online consumption remained resilient | CMS (HK) Research | 2026-08-18 |
| 雅乐科技 (YALA US, 未评级) - 游戏业务与回购支撑，中长期AI应用与新游戏将商业化 | 李怡珊,王腾杰,张贺楠 | 2026-08-18 |
| China Macro Economy - Signals from Social Financing Data | CMS (HK) Research | 2026-08-18 |
| 招商证券（国际）早会纪要 20260818 | 招商香港研究部 | 2026-08-18 |
| SNIBE (300832 CH) - 2Q26 results in line, domestic returns to growth track | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-08-17 |
| 新产业 (300832 CH) - 业绩符合预期，国内业务重回增长轨道 | 谭震,陈铸鸿,陈泓道 | 2026-08-17 |