风电光伏业务好于预期，略微上调目标价 铁路设备销售收入增长乏力，估值不高，维持“收集” 2016年上半年业绩基本符合预期，维持“买入” Continued margin squeeze as expected 1H16 results beat Good start to 3Q but market surplus likely to see copper retrace 恩必普增长强劲，二线产品梯队推广良好 1H results slightly missed, maintain Hold on fair valuation Wynn Palace finally opens, and it lives up to the hype Model Update 1H16 results inline - core profit strong