| Robosense (2498 HK) - Robot business surge drove sharper-than-expected loss narrowing, fundamentals show clear rebound | Liang Yonghuo,Harrison, Yin Haocheng | 2025-08-22 |
| 速腾聚创 (2498 HK) - 二季度机器人放量令亏损收窄超预期，基本面触底回升 | 梁勇活,殷浩程 | 2025-08-22 |
| 哔哩哔哩 (BILI US) - 盈利能力改善趋势再获确认 | 李怡珊,王腾杰 | 2025-08-22 |
| Bilibili (BILI US) - Solid profitability improvement trajectory reaffirmed | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-08-22 |
| Li Ning (2331 HK) - 2026E growth inflection unfolding | Wong Ming Him, Joseph | 2025-08-22 |
| 中国生物制药 (1177 HK) - 复兴之路：被低估的多元化大型药企 | 陈铸鸿,陈泓道 | 2025-08-22 |
| Sino Biopharm (1177 HK) - SBP Renaissance: Diversified large pharma undervalued | Chen Zhuhong, Jonah,Chen Hongdao, George | 2025-08-22 |
| 看准科技 (BZ US) - 需求改善助力25年下半年增长加速势头持续 | 李怡珊,王腾杰 | 2025-08-21 |
| Kanzhun (BZ US) - 2H25E growth acceleration intact driven by demand improvement | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-08-21 |
| 福耀玻璃 (3606 HK) - 产品结构升级动力足，售后及海外拓展空间大 | 梁勇活,殷浩程 | 2025-08-21 |
| 雅诗兰黛 (EL US) - 增长重启但分化，估值反映充分；上调评级至中性 | 黄铭谦 | 2025-08-21 |
| Fuyao Glass (3606 HK) - Plenty fuel to improve product mix, significant upside in aftersales and overseas expansion | Liang Yonghuo,Harrison, Yin Haocheng | 2025-08-21 |
| 有道 (DAO US) - AI产品稳步增长，盈利能力持续改善 | 李怡珊,王腾杰 | 2025-08-21 |
| Youdao (DAO US) - AI products grow steadily; Profitability improvement intact | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-08-21 |
| Estée Lauder (EL US) - Growth resumes, yet uneven and well-priced; U/G to HOLD | Wong Ming Him, Joseph | 2025-08-21 |
| 泡泡玛特 (9992 HK) - 强势指引，估值持续上修 | 黄铭谦 | 2025-08-21 |
| Xpeng (9868 HK) - Auto GPM beat; deeper VW cooperation to expand new revenue streams | Liang Yonghuo,Harrison, Yin Haocheng | 2025-08-20 |
| 小鹏汽车 (9868 HK) - 汽车利润率超预期，深化大众合作拓展新收入流 | 梁勇活,殷浩程 | 2025-08-20 |
| 华润啤酒 (291 HK) - 增长回归；估值滞后 | 黄铭谦 | 2025-08-20 |
| China Resources Beer (291 HK) - Growth returns, but valuation lags | Wong Ming Him, Joseph | 2025-08-20 |