| 【Company Research】Weichai Power (2338 HK/000338 CH) - High visibility of AIDC gensets; SOFC to offer upside potential |
| 【Company Research】Weichai Power (2338 HK/000338 CH) - Net profit in 2Q26 +57% YoY helped by other income and expense control; Rising AIDC power contribution |
| 【Company Research】Baozun (BZUN US) - Operating efficiency gains drive higher medium-term earnings guidance |
| 【Company Research】Micro-Tech (688029 CH) - Overseas strength offsets domestic pressure; eyes on upcoming national VBP |
| 【Company Research】Hansoh Pharma (3692 HK) - Strong 1H26 earnings beat with innovation momentum intact |
| 【Company Research】CR Beverage (2460 HK) - Pains from reform run deeper than expected; longer time required for recovery |
| 【Company Research】Bilibili (BILI US) - Inline 2Q26 results; solid earnings growth on healthy community and monetization |
| 【Company Research】Meidong Auto (1268 HK) - Positive signs amid 1H miss; Net cash 1.6x market cap |
| 【Company Research】SenseTime (20 HK) - Strong revenue growth and margin expansion fuelled by robust AI demand |
| 【公司研究】深南电路 (002916 CH) - 二季度业绩超预期；PCB与封装基板加速放量 |
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