Anta Sports (2020 HK) - Quality growth ahead | Wong Ming Him, Joseph,Zheng Fei, Flynn | 2025-03-19 |
福耀玻璃 (3606 HK) - 电动化智能化提升产品结构,全球化稳健推进 | 梁勇活,殷浩程 | 2025-03-19 |
Fuyao Glass (3606 HK) - Electrification and intelligence to lift product mix, globalization progressing well | Liang Yonghuo,Harrison, Yin Haocheng | 2025-03-19 |
Tencent Music Entertainment Group (TME US) - 4Q24 beat; Steady earnings growth intact | Li Yishan, Crystal,Wong Tang Kit, Tommy | 2025-03-19 |
小鹏汽车 (9868 HK) - 智能化与平台化融合,三大成长曲线可期 | 梁勇活,殷浩程 | 2025-03-19 |
Xpeng (9868 HK) - Intelligence and platformization to resonate, three key drivers to power future growth | Liang Yonghuo,Harrison, Yin Haocheng | 2025-03-19 |
Xtep International (1368 HK) - Saucony as a continuous driver to 2025E growth | Wong Ming Him, Joseph,Zheng Fei, Flynn | 2025-03-19 |
Tasly Pharmaceutical (600535 SH) - Innovative TCM leader entering CR system for further growth | CMS (HK) Research | 2025-03-19 |
Hengdian Entertainment (603103 SH) - 2024 earnings saw smaller-than-average decline, 2025 set to benefit from industry recovery | CMS (HK) Research | 2025-03-19 |
China Resources Beer (291 HK) - At the tipping point; Upgrade to BUY | Wong Ming Him, Joseph,Zheng Fei, Flynn | 2025-03-18 |
Wuxi AppTec (2359 HK) - Challenging 25E rev. goal; geopolitical risks persist | Dai Fangqi, Warren,Chen Zhuhong, Jonah,Chen Hongdao, George | 2025-03-18 |
Eyebright Medical (688050 SH) - Promising ophthalmic medical device leader, PR intraocular lens approval fuelling new growth engine | CMS (HK) Research | 2025-03-18 |
Li Auto (2015 HK) - Cost optimization mitigated gross margin pressure, product cycle inflection driven by AD upgrades + BEV launches | Liang Yonghuo,Harrison, Yin Haocheng | 2025-03-18 |
理想汽车(2015HK) - 降本对冲毛利率压力,产品线拐点看智驾版及纯电车 | 梁勇活,殷浩程 | 2025-03-18 |
全球人工智能/自动驾驶——供应链 - 智驾零部件强劲爆发,向具身智能泛化空间大 | 梁勇活,殷浩程 | 2025-03-18 |
Global AI/AD – Supply Chain - AD parts to explode, humanoids present huge market | Liang Yonghuo,Harrison, Yin Haocheng | 2025-03-18 |
Strategy Weekly (17 March 2025) - Rising Panic in US Equities Driven by Uncertainty | Guo Kaize,Guo Shuyin | 2025-03-17 |
海外市场周度更新 (2025/3/17) - 不确定性造成的美股恐慌攀升 | 郭楷泽,郭书音 | 2025-03-17 |
Baofeng Energy (600989 SH) - 4Q24 results surged qoq; Inner Mongolia project ramps up | CMS (HK) Research | 2025-03-17 |
Longsheng Technology (300680 SZ) - Strategic investment deal with WeHarmony to drive the humanoid robot business | CMS (HK) Research | 2025-03-17 |