| 招商证券（国际）早会纪要 20260409 | 招商香港研究部 | 2026-04-09 |
| 越疆 (2432 HK) - 业绩符合预期，协作机器人向全形态具身智能平台跃迁 | 梁勇活,殷浩程 | 2026-04-08 |
| DOBOT (2432 HK) - 2H25 results in line, cobots accelerating toward a full-stack embodied AI platform | Liang Yonghuo,Harrison, Yin Haocheng | 2026-04-08 |
| Weichai Power (2338 HK) - AIDC unlocks new growth opportunities despite 4Q miss | Liang Yonghuo,Harrison, Yin Haocheng | 2026-04-08 |
| 潍柴动力 (2338 HK) - 四季度业绩走弱但瑕不掩瑜，AIDC打开新增长空间 | 梁勇活,殷浩程 | 2026-04-08 |
| 招商证券（国际）早会纪要 20260408 | CMS (HK) Research | 2026-04-08 |
| 基石药业 (2616 HK) - 下一代肿瘤免疫：CS2009三抗有望突出重围 | 陈铸鸿,谭震,陈泓道 | 2026-04-02 |
| CStone Pharmaceuticals (2616 HK) - Next-Generation Immuno-Oncology: CS2009 Trispecific Antibody Poised to Stand Out | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-04-02 |
| 优必选(9880 HK) - 业绩超预期，人形机器人将进入规模化交付阶段 | 梁勇活,殷浩程 | 2026-04-02 |
| UBTECH (9880 HK) - Better-than-expected results positions humanoid robots for large-scale delivery | Liang Yonghuo,Harrison, Yin Haocheng | 2026-04-02 |
| China Internet Sector - 4Q25 Review: Expectation reset, diverging AI narratives, long-term value recovery | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-04-02 |
| 中国互联网行业 - 四季度业绩回顾：预期重置、AI叙事分化、长期价值回归 | 李怡珊,王腾杰,张贺楠 | 2026-04-02 |
| Geely (175 HK, BUY) - March sales review: premiumization and overseas expansion to drive high-quality growth | Liang Yonghuo,Harrison, Yin Haocheng | 2026-04-02 |
| 招商证券（国际）早会纪要 20260402 | 招商香港研究部 | 2026-04-02 |
| 迈瑞医疗 (300760 CH) - 业绩拐点已至，2026年内外双线复苏可期 | 谭震,陈铸鸿,陈泓道 | 2026-04-01 |
| Mindray Medical (300760 CH) - Inflection point has arrived; domestic & international recovery expected in 2026 | Tan Zhen,Chen Zhuhong, Jonah,Chen Hongdao, George | 2026-04-01 |
| 极智嘉（2590 HK）- 业绩符合预期，具身智能和全球化深入巩固龙头优势 | 梁勇活,殷浩程 | 2026-04-01 |
| Geek+ (2590 HK) - Earnings in line; embodied intelligence and globalization reinforce leadership | Liang Yonghuo,Harrison, Yin Haocheng | 2026-04-01 |
| Zhipu (2513 HK, NR) - Deepening model development to strengthen competitiveness | Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan | 2026-04-01 |
| 招商证券（国际）早会纪要 20260401 | 招商香港研究部 | 2026-04-01 |