Buy： quality state-owned leader at attractive valuations Addressing the concerns on China's surging exchange corporate bonds Rising labor costs Strong box office growth of 52.5% Implication of the launch of Cross-border Interbank Payment System Days of future past New draft rules on online taxi services postive for CAR Inc Yum Cha SMID-Cap Strategy-30% in 30 min conference call TCT Day 2: Absorb and TMVR in Focus

苏宁电器：定向增发再注发展动力 东华合创：收购华信北美-进入成长高峰期 金晶科技：浮法玻璃提价使业绩继续超预期 中海发展：战略发展明确 价值存在低估 康 恩 贝：预增公告点评及交流会纪要 中国石化：多渠道融资促公司发展 新安股份：草甘膦业务超出预期 有机硅下游产品开拓稳步推进 证券通机构调研信息快报20070731 证券通机构调研信息快报20070801 证券通机构调研信息快报20070806