【招银国际证券】–Positive takeaways from Zhuhai plant visit.pdf

Key domestic analog patterned wafer player well positioned to have multiple years of growth ahead

China Construction Machinery:Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector

Positive profit alert for FY23E

–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business

China Construction Machinery – Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector

China Auto Sector: More NEV model rollouts as a positive catalyst

【Company Research】China Property Sector–Mildly positive if the government relaxes pre

CoR sequentially improved turning to positive 2Q net profit growth; first interim dividend in place

Positive takeaways from plant visit; U／G to BUY

China Property Sector – Mildly positive for CSRC’s pilot private investment scheme in real estate