Citi·2026-08-11SectorTaiwan PCB & Laminates: CCL price hike not a concern; Buys on Gold Circuit and TripodTaiwan PCB·Overweight
Citi·2026-08-09SectorChina Communications Infrastructure Evaluating Potential FCC Regulatory Action & Impact on China Optics0763.HK300308.SZ300394.SZ300502.SZChina optical modules·Overweight
Citi·2026-07-22SectorChina Renewable Energy: Good to See Tightened Energy Standards for Polysilicon, but Immaterial Impact on Current Supply
Citi·2026-07-22SectorChina Renewable Energy: Solar Product Prices Stayed Low;PRC Solar Installation Fell 66% in 1H26
Citi·2026-07-21SectorChina Renewable Energy: Strong PRC Inverter Export Demand Continued in June; Sungrow and Deye Improving Shareholder Returns
Citi·2026-07-21SectorChina Healthcare: 1H26 Results Preview: BD Deals to alleviate Pharma sales;CDMOs solid
Citi·2026-07-20SectorChina Automation and Machinery: China Tower Crane Shipment YoY Turned Positive for the First Time Since Jul-23
Citi·2026-07-20SectorChina Consumer: Tourism Monthly: Hotel RevPAR (-0.4% YoY) & Hainan DFS (+3.5% YoY) in Jun ’26
Citi·2026-07-20SectorChina Property: Update to 1H26 Preview: Potential to Exceed our Bearish Estimates
Citi·2026-07-20SectorChina Battery Materials: What’s New at 2026 China ESS and Battery Chain Tour: Meeting with Lithium Expert
Citi·2026-06-24SectorChina Communications Infrastructure AI Optics in Structural Upcycle300394.SZ300570.SZ
Citi·2026-06-23SectorChina AI Video Models: Assessing Video Model Landscape With The Roll-out of Seedance 2.5
Citi·2026-06-23SectorChina Healthcare: China Healthcare Tour Takeaways; Compelling Valuation Marks Good Entry Point2269.HK600276.SH603259.SH
Citi·2026-06-22SectorChina Consumer: Tourism: Still-Resilient Leisure Travel Demand During Dragon Boat FestivalATAT.US
Citi·2026-06-22SectorChina OTAs: Resilient Domestic Travel Data and Cross-border Visitor Volume During Dragon Boat Festival0780.HK
Citi·2026-05-18SectorMetal Matters: Aluminium - The most bullish set-up in over-50 years, next stop $4,000 t