【招银国际】China Consumer Sector – A strong comeback in 5-1 golden week.pdf

China Property Sector – Feb sales a strong beat; Raise 2023 forecast

Quality growth strategy underpins strong earnings growth

China Auto Sector: Strong June provides more confidence for 2H23

–1H23E Preview： strong growth despite industry headwinds; expect back-loaded in 2H23E

200% YoY; Strong gas trucks sales continue to be key driver

Property: Weekly highlight: Strong WoW recovery at Mar end,policy relaxation continued

Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E

Maintaining strong growth momentum

FY22 Preview： Strong execution of “3+3 Strategy”; Raise TP to HK$2.66

China Auto Sector – Can possible strong Jun sales extend into 2H23？