【招银国际】China Economy – Weak exports support further policy easing.pdf

【Sector Research】China Property Sector–NBS Jun data： weak as expected, a tough 3Q ahead

Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term

China’s Economy Weekly：Economy Showed Signs of Weak Stabilization, Growth Stabilizing Policies Accelerate

–1H23 weakness in-line; Lower TP on slower demand recovery

1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E

Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China

China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term

【Economic Perspectives】China Economy–Weak growth calls for additional policy easing

China’s Economy：Rising Infrastructure Investment Prompted the Economy to Stabilize;Weak Property Investment is Still a Drag

China Economy – Inflation is too low as demand remains weak