Weak 2H22 as expected; IoT/auto CCM poised to drive recovery in 2023
1H23E preview: Expect profit decline on weak coal price
China Economy–Trade remains weak as base effect narrows its slump
China Economy: Weak inflation points to easing policy stance ahead
China’s Economy-HSBC PMI Rebounds, Economy Continues Pattern of Weak Stability:June HSBC Flash PMI Commentary
China Economy – Weak PMIs confirm downside pressure for growth
–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23/FY24E
1H24 preview: margin weakness priced in; expect gradual ASP/margin recovery in 2H
Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand
China Economy – Growth slows sharply as confidence remains weak