【IMF】Targeted Modification Of Streamlined Procedures For Approval Of Successor Flexible Credit Line And Precautionary And Liquidity Line Arrangements.pdf

–1H23 results in-line, visible recovery in owner VAS

Review of the Flexible Credit Line, The Short Term Liquidity Line and the Precautionary and Liquidity Line, and Proposals for Reform

China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat

Technology(Hardware／Semi)：Thematic investment & megatrend：CSP3 & Meta ramp up spending to stay at the AI front line

China Property Sector NBS Dec data in line, still in bottoming process

China Property Sector: NBS Aug data in-line, expect better recovery in SepOct but sustainability is uncertain

PRO Neighborhoods Purple Line Collaborative 的第 2 年评估

Shares could rally in relief on back of an in line 4Q22

FY22 largely in-line; Gradual recovery on track

FY22 largely in-line; Auto／VR to accelerate growth