| 招商证券（国际）早会纪要 20260901 | 招商香港研究部 | 2026-09-01 |
| 比亚迪股份 (1211 HK) - 出海已成核心增长支柱，下半年全球化高端化加速 | 梁勇活 | 2026-08-31 |
| BYD (1211 HK) - Overseas Expansion Emerges as Core Growth Pillar; Globalization and Premiumization Accelerate in 2H | Liang Yonghuo | 2026-08-31 |
| 大行科工 (2543 HK) - 上半年业绩及分红超预期，四大催化剂持续兑现 | 黄铭谦,张力丹 | 2026-08-31 |
| Dahon Tech (2543 HK) - 1H beat + div surprise; 4 catalysts delivering | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-08-31 |
| 迈瑞医疗 (300760 CH) - 国内二季度现拐点，海外及新兴业务驱动内生盈利修复 | 陈铸鸿,谭震,陈泓道 | 2026-08-31 |
| Mindray Medical (300760 CH) - 2Q26 Domestic Inflection; Overseas and Emerging Businesses Drive Earnings Recovery | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-08-31 |
| 九毛九 (9922 HK，增持) - 太二关店周期收尾，复苏逻辑验证 | 黄铭谦,张力丹 | 2026-08-31 |
| 优必选（9880 HK，增持）- 人形核心支柱已成，下半年交付提速 | 梁勇活 | 2026-08-31 |
| HK Strategy Weekly (31 August 2026) - Industrial Profit Recovery Slows; Southbound Funds Provide Support amid Rising Rate-Hike Expectations | Taylor, Ren Wen Fang | 2026-08-31 |
| 港股市场周报 (2026/8/31) - 盈利修复趋缓，加息预期下南向资金逆势承接 | 任闻放 | 2026-08-31 |
| 毛戈平化妆品 (1318 HK) - 增长逻辑稳固; 市场过度放大短期业绩扰动 | 黄铭谦,张力丹 | 2026-08-31 |
| 招商证券（国际）早会纪要 20260831 | 招商香港研究部 | 2026-08-31 |
| 美团 (3690 HK, 增持) - 竞争理性化下利润修复路径清晰 | 李怡珊,王腾杰,张贺楠 | 2026-08-30 |
| Mao Geping Cosmetics (1318 HK) - Growth intact; sell-off overprices the miss | Wong Ming Him, Joseph,Elaine, Zhang Lidan | 2026-08-28 |
| Weichai Power (2338 HK) - Strong Results Highlight Supply-Chain Resilience; Power and Energy Growth Accelerates | Liang Yonghuo | 2026-08-28 |
| 潍柴动力 (2338 HK) - 强劲业绩体现产业链韧性，电力能源加速兑现 | 梁勇活 | 2026-08-28 |
| Hansoh Pharma (3692 HK) - Global Shift and Domestic Momentum Reboot: Chronic Disease Business Poised for Strong Comeback | Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George | 2026-08-28 |
| 翰森制药 (3692 HK) - 国际化转型及国内动能转换，迎接慢病强势回归 | 陈铸鸿,谭震,陈泓道 | 2026-08-28 |
| 哔哩哔哩 (BILI US, 增持) - 广告领跑，利润加速，关注游戏新周期 | 李怡珊,王腾杰,张贺楠 | 2026-08-28 |