Weifu (200581.SZ, CL-Buy): 2Q14 earnings in line with expectations Dongfeng 1H14 earnings above our expectation Hang Seng Index sank for 5 consecutive days Morning Briefing Govt proposes operating blocks to be exempted from de-allocation Economic Research：Scotland four days before the referendum INVESTMENT DAILY China Cement Industry Database In line with expectations; better NIM/NII; relatively stable asset quality China: Preview of data to be released in September-slower activity growth, lower inflation, and lukewarm credit supply