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Pinduoduo (PDD US, BUY) - Strengthen supply chain investment to build long term barriers	Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan	2026-03-26
招商证券（国际）早会纪要 20260326	招商香港研究部	2026-03-26
禾赛科技 (HSAI US) - 四季度收入受ASP扰动，关注出货上修及新增长引擎	梁勇活,殷浩程	2026-03-25
HESAI (HSAI US) - 4Q25 revenue dragged by ASP pressure, focus shifts to shipment and emerging growth drivers	Liang Yonghuo,Harrison, Yin Haocheng	2026-03-25
BOE Varitronix (710 HK) - 2H25 missed, valuation provides marginal safety	Liang Yonghuo,Harrison, Yin Haocheng	2026-03-25
京东方精电 (710 HK) - 下半年业绩不及预期，但估值仍存安全边际	梁勇活,殷浩程	2026-03-25
Anta Sports (2020 HK, BUY) - 2H25 in line	Wong Ming Him, Joseph	2026-03-25
康师傅 (322 HK) - 迈向复苏之路	黄铭谦	2026-03-25
Haidilao (6862 HK, HOLD) - 2H25 in line; transition continues	Wong Ming Him, Joseph	2026-03-25
招商证券（国际）早会纪要 20260325	招商香港研究部	2026-03-25
Minth Group (425 HK) - 2H25 results modestly missed on short-term legacy disruptions, long-term outlook remains constructive	Liang Yonghuo,Harrison, Yin Haocheng	2026-03-24
Tingyi Holding (322 HK) - Recovery in-motion	Wong Ming Him, Joseph	2026-03-24
敏实集团(425 HK) - 业绩略低于预期，短期传统业务扰动，长期指引乐观	梁勇活,殷浩程	2026-03-24
Laopu Gold (6181 HK, SELL) - 2H25 in line; no concrete guidance from analysts call	Wong Ming Him, Joseph	2026-03-24
China Resources Beer (291 HK) - A clean start from 2026 with higher payout	Wong Ming Him, Joseph	2026-03-24
华润啤酒 (291 HK) - 2026年重新出发，股息回报有望提升	黄铭谦	2026-03-24
招商证券（国际）早会纪要 20260324	招商香港研究部	2026-03-24
Xpeng (9868 HK) - First quarterly profit delivered in 4Q25, with accelerating AI commercialization momentum	Liang Yonghuo,Harrison, Yin Haocheng	2026-03-23
小鹏汽车 (9868 HK) - 四季度首次盈利，AI新业务商业化加速	梁勇活,殷浩程	2026-03-23
US Strategy Weekly (23 March 2026) - Moving Beyond “Grand Narratives” and Back to “Assets with Certainty”	Ning Bo	2026-03-23

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