Turnaround is here but weaker than expected
Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick
Expect sequential improvement ahead
Expecting inline 3Q revenue growth with upside coming from bottom line
We expect 1H24 to be still profitable
Economics：TSF&CPI Missed Expectations，Property Demand Weakened
A-Share Market Strategy Weekly: Market Expectations Going Up
Sales of Comfy brand surpass expectations
Expecting sustainable profitability
Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
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