2022年三季报点评：主业高增，汽车电子突破激光雷达客户 2022年三季报点评：视频摄像设备龙头将受益于教育市场 2022年三季报点评：核心产品持续发力，“二次创业”进入新阶段 重资产业务拖累业绩，投行业务环比改善 2022年三季报点评：储能+微逆高增，开拓欧美加速成长 悦安新材：产品结构优化，汽车电感增长加速 2022年三季报点评：三季度营收恢复增长，换电业务加速推进 2022年三季报点评：持续发力汽车电子，Q3业绩符合预期 2022年三季报点评：重视中药发展布局，业绩保持稳定增长 收入表现平稳，22Q3毛利率有所提升

Solid 1H2018 results; Growth story remains intact; Maintain BUY Chairman: 50% earnings growth is achievable Huge 1H18 beat – BUY WCC, the most undervalued China cement stock Expectations have been reset; reiterate Buy Key takeaways from analyst meeting;reiterating our Buy recommendation AUM在市场弱势时仍能稳中有升，中国市场是亮点 1H18 results in line; expecting an improving 2H 2H18 and beyond - maintaining Buy 1H18 review: Three incremental drivers could propel consensus upgrades; Buy 1H18 results first take: Strong earnings beat but sellthrough less exciting