First Take: 1H above expectations; the bright spot in a tough market Twin growth drivers continue to shine; Reiterating Buy Buy: 1H16 results in line, confirm earnings visibility Buy: Expect further improvement in 2H Buy: Confident, despite 1H earnings decline Buy: Proving the importance of primary land projects Buy: Strong results driven by new connections Hold: Steady ship in turbulent sea Buy: Strong growth, high visibility 行业形势依然严峻，新增订单下降