法兴牛熊证日志 新能源行业动态分析：港股电力设备及新能源股大幅跑赢大盘 港股晨报 行业供需有望改善，龙头强者恒强 持续直销渠道布局，多条业务线发力 晨报 科技行业调研：舜宇2023年投资者日观察 2023E growth outlook remains intact Recent sell-off overdone; Positive on investments and margin recovery in FY24-25E Turnaround is here but weaker than expected

2H17 outlook - potentially a more stabilized outlook In-line 2Q17, lens on their way Hold: On track for cooperation synergies Hold: Weak results, not a surprise A weak set of results, with mounting deleveraging pressure A fair JV proposal to minority shareholders EV/earnings in line, better life growth, P&C improved Above expectations, visible quality improvement Hold: Encouraging sign of improved profitability A good investment proxy for the rising wireless charging trend