新雷能点评报告：Q3业绩增速拐点将现，静待订单东风 星宇股份更新报告：自主车灯龙头的新一轮升级 赛诺医疗 2024 半年报点评：冠脉业务强劲增长，神介新品研发顺利 业绩符合预期，全年增长可期 新能源业务放量，海外工厂盈利修复在望 全渠道运营发力，多业态并行发展 产销大幅增长，静待行业景气回升 业绩符合预期，海外部署持续落地 上半年业绩符合预期 期待机制进一步理顺：天富能源 报喜鸟点评报告：利润表现承压，估值已处低位

Morning Research Focus Morning Research Focus 港股朝闻 晨报 港股晨报 发布2022年业绩预告，利润大幅提升 户用光伏业务为2023年增长驱动力 2H22E net profit to almost double HoH We expect 4Q22 NP to fall on equity income 4Q22 beat; FY23E margins likely overestimated

Growing healthcareexpenditure to become a new normal Topline growth beat Yili’s at the expense of profitability Slower momentum, higher profitability A leading integrated player in the pork industry Morning Research Focus Q-Strategy Help in EM: Stock screens that combine thematic macro and quant See September SAAR Tracking A Strong 17.7 mn;Richer Mix to More than Offset Higher Incentives Sansiri: 8MFY16 presales make up only 41% of full-year target China Solar Sector: Shifting dynamics, follow the leaders Nam Lee Pressed Metal Industries: Deeply undervalued yield play