#外资研报
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- 原始列表正文可能被截断。
附件总结 MS-中国生物科技融资与授权月报 China Biotech Funding and Licensing Monthly.pdf
- 4FOEXHp5tZ9ZdXbRcM8OpNqQpNtNjMrRwPiNpPxO6MnPnNuOmQsPMYmNnP
- 一手资料+QQ：
- 935139387
MS-中国医疗｜亚太｜中国生物医药：估值与流动性月报 China Healthcare Asia Pacific China – Biotech：Valuation and Liquidity Monthly.pdf
- BGOEUIn3pVcUcW7NcMbRmOrRnPpRiNrRzQiNmMwP7NoMnNwMrNmRwMnNyR
MS-中美峰会前瞻——预期与情景框架.pdf
- 5EyAVJjBtZ9ZdXbR9RaQmOoOtRoQiNrRzQkPoPyQ7NpOnRMYqNqPNZsRnQ
Nomura-半导体封装行业：封装基板出货量同比飙升68%——台积电发布多层核心基板路线图，预计2028年后全面导入.pdf
- BGPFUIiApVfXfVaQbP7NoMrRoMqOjMmMzQeRrQnQaQmNqQMYqNpPxNnRuN
Nomura-冰轮环境（000811.SZ）——AIDC 冷却领军者；海外订单放量.pdf
- of CNY1.45, we derive a TP of CNY60.69, implying 60.0% upside, and initiate at Buy. Over R[Tealabtlivee_ Cpehraforrt]m ance chart
- data-center orders that larger manufacturers cannot absorb because of capacity constraints. SAC Registration No.: S1720525080001
- our view that AIDC will be a major growth driver over the next several years. The company SAC Registration No.: S1720525100001
- global demand for gas-fired generation and gas turbines to support the HRSG business, with SAC Registration No.: S1720525120001
- [WTAeB aLpEp_lyV aal u4a2txio ntaMrgeetht oPd/E] , in line with the stock’s three-year average TTM P/E plus 1SD. Based on 2027F EPS of CNY1.45,
- [ATcAcBoLrdEi_nEg stgo] Moon Environment’s 2025 Environmental, Social and Governance (ESG) Report, the company is accelerating the
- continues to advance technological development and commercial applications of low-carbon refrigerants including R744 and
- R290, while developing a green value chain across its operations. The company supplied its proprietary CO2 compression and
Nomura-大中华区功率半导体 季度展望更新 Greater China power semi Quarterly outlook updates.pdf
- BGyAXHo4rXfXfV7N8QbRnPmMoMrPjMoOyReRmNpNaQnMnNuOoNpONZnQoP
Nomura-大中华区功率半导体：季度展望更新——需求全面增长，定价趋势向好.pdf
- BGyAXHo4rXfXfV7N8QbRnPmMoMrPjMoOyReRmNpNaQnMnNuOoNpONZnQoP
MS-中国汽车及共享出行｜亚太｜8 月电动车定价：新车发布前折扣扩大 China Autos & Shared Mobility Asia Pacific August EV Pricing - Discounts Widen Ahead of New Launches.pdf
- We expect discounts to moderate following model facelifts and as the summer Junming.Zhang1@morganstanley.com +852 2848-5412
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y h a s e ith e r p ro v id e d o r is p ro v id in g n o n -in v e stm e n t b a n k in g , se c u ritie s-re la te d se rv ic e s to a n d /o r in th e p a st h a s e n te re d in to a n a g re e m e n t to p ro v id e
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y h a s p ro v id e d o r is p ro v id in g in v e stm e n t b a n k in g se rv ic e s to , o r h a s a n in v e stm e n t b a n k in g c lie n t re la tio n sh ip w ith , th e fo llo w in g c o m p a n y : B Y D
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y h a s re c e iv e d c o m p e n sa tio n fo r p ro d u c ts a n d se rv ic e s o th e r th a n in v e stm e n t b a n k in g se rv ic e s fro m B Y D C o m p a n y L im ite d , E H a n g H o ld in g s L td , G e e ly
- In th e n e x t 3 m o n th s, M o rg a n S ta n le y e x p e c ts to re c e iv e o r in te n d s to se e k c o m p e n sa tio n fo r in v e stm e n t b a n k in g se rv ic e s fro m B Y D C o m p a n y L im ite d , C h a n g zh o u X in g y u A u to m o tiv e L ig h tin g
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y h a s re c e iv e d c o m p e n sa tio n fo r in v e stm e n t b a n k in g se rv ic e s fro m H o rizo n R o b o tic s, N IO In c., W e R id e In c.
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y m a n a g e d o r c o -m a n a g e d a p u b lic o ffe rin g (o r 14 4 A o ffe rin g ) o f se c u ritie s o f H o rizo n R o b o tic s, N IO In c., W e R id e In c, Z h o n g sh e n g G ro u p H o ld in g s.
- A s o f A u g u st 3 1, 2 0 2 6 , M o rg a n S ta n le y b e n e fic ia lly o w n e d 1% o r m o re o f a c la ss o f c o m m o n e q u ity se c u ritie s o f th e fo llo w in g c o m p a n ie s c o v e re d in M o rg a n S ta n le y R e se a rc h : B e th e l A u to m o tiv e
MS-中国汽车及共享出行｜亚太｜中国电动车周度订单：9 月复苏落地 China Autos & Shared Mobility Asia Pacific China EV Weekly Orders - Sept reboot lands.pdf
- 0JyAYEo4rX8YeU8OcMaQmOoOmOtNlOnNwPeRnNwP7NnPmMMYtPmQvPmQqR
文档
MS-中国生物科技融资与授权月报 China Biotech Funding and Licensing Monthly.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：MS-中国生物科技融资与授权月报 China Biotech Funding and Licensing Monthly.pdf
总结
- 4FOEXHp5tZ9ZdXbRcM8OpNqQpNtNjMrRwPiNpPxO6MnPnNuOmQsPMYmNnP
- 一手资料+QQ：
- 935139387
预览
MS-中国生物科技融资与授权月报 China Biotech Funding and Licensing Monthly.pdf
MS-中国医疗｜亚太｜中国生物医药：估值与流动性月报 China Healthcare Asia Pacific China – Biotech：Valuation and Liquidity Monthly.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：MS-中国医疗｜亚太｜中国生物医药：估值与流动性月报 China Healthcare Asia Pacific China – Biotech：Valuation and Liquidity Monthly.pdf
总结
- BGOEUIn3pVcUcW7NcMbRmOrRnPpRiNrRzQiNmMwP7NoMnNwMrNmRwMnNyR
预览
MS-中美峰会前瞻——预期与情景框架.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：MS-中美峰会前瞻——预期与情景框架.pdf
总结
- 5EyAVJjBtZ9ZdXbR9RaQmOoOtRoQiNrRzQkPoPyQ7NpOnRMYqNqPNZsRnQ
预览
Nomura-半导体封装行业：封装基板出货量同比飙升68%——台积电发布多层核心基板路线图，预计2028年后全面导入.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-半导体封装行业：封装基板出货量同比飙升68%——台积电发布多层核心基板路线图，预计2028年后全面导入.pdf
总结
- BGPFUIiApVfXfVaQbP7NoMrRoMqOjMmMzQeRrQnQaQmNqQMYqNpPxNnRuN
预览
Nomura-半导体封装行业：封装基板出货量同比飙升68%——台积电发布多层核心基板路线图，预计2028年后全面导入.pdf
Nomura-冰轮环境（000811.SZ）——AIDC 冷却领军者；海外订单放量.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-冰轮环境（000811.SZ）——AIDC 冷却领军者；海外订单放量.pdf
总结
- of CNY1.45, we derive a TP of CNY60.69, implying 60.0% upside, and initiate at Buy. Over R[Tealabtlivee_ Cpehraforrt]m ance chart
- data-center orders that larger manufacturers cannot absorb because of capacity constraints. SAC Registration No.: S1720525080001
- our view that AIDC will be a major growth driver over the next several years. The company SAC Registration No.: S1720525100001
- global demand for gas-fired generation and gas turbines to support the HRSG business, with SAC Registration No.: S1720525120001
- [WTAeB aLpEp_lyV aal u4a2txio ntaMrgeetht oPd/E] , in line with the stock’s three-year average TTM P/E plus 1SD. Based on 2027F EPS of CNY1.45,
- [ATcAcBoLrdEi_nEg stgo] Moon Environment’s 2025 Environmental, Social and Governance (ESG) Report, the company is accelerating the
- continues to advance technological development and commercial applications of low-carbon refrigerants including R744 and
- R290, while developing a green value chain across its operations. The company supplied its proprietary CO2 compression and
预览
Nomura-冰轮环境（000811.SZ）——AIDC 冷却领军者；海外订单放量.pdf
Nomura-大中华区功率半导体 季度展望更新 Greater China power semi Quarterly outlook updates.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-大中华区功率半导体 季度展望更新 Greater China power semi Quarterly outlook updates.pdf
总结
- BGyAXHo4rXfXfV7N8QbRnPmMoMrPjMoOyReRmNpNaQnMnNuOoNpONZnQoP
预览
Nomura-大中华区功率半导体 季度展望更新 Greater China power semi Quarterly outlook updates.pdf
Nomura-大中华区功率半导体：季度展望更新——需求全面增长，定价趋势向好.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-大中华区功率半导体：季度展望更新——需求全面增长，定价趋势向好.pdf
总结
- BGyAXHo4rXfXfV7N8QbRnPmMoMrPjMoOyReRmNpNaQnMnNuOoNpONZnQoP
预览
Nomura-大中华区功率半导体：季度展望更新——需求全面增长，定价趋势向好.pdf
MS-中国汽车及共享出行｜亚太｜8 月电动车定价：新车发布前折扣扩大 China Autos & Shared Mobility Asia Pacific August EV Pricing - Discounts Widen Ahead of New Launches.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：MS-中国汽车及共享出行｜亚太｜8 月电动车定价：新车发布前折扣扩大 China Autos & Shared Mobility Asia Pacific August EV Pricing - Discounts Widen Ahead of New Launches.pdf
总结
- We expect discounts to moderate following model facelifts and as the summer Junming.Zhang1@morganstanley.com +852 2848-5412
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y h a s e ith e r p ro v id e d o r is p ro v id in g n o n -in v e stm e n t b a n k in g , se c u ritie s-re la te d se rv ic e s to a n d /o r in th e p a st h a s e n te re d in to a n a g re e m e n t to p ro v id e
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y h a s p ro v id e d o r is p ro v id in g in v e stm e n t b a n k in g se rv ic e s to , o r h a s a n in v e stm e n t b a n k in g c lie n t re la tio n sh ip w ith , th e fo llo w in g c o m p a n y : B Y D
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y h a s re c e iv e d c o m p e n sa tio n fo r p ro d u c ts a n d se rv ic e s o th e r th a n in v e stm e n t b a n k in g se rv ic e s fro m B Y D C o m p a n y L im ite d , E H a n g H o ld in g s L td , G e e ly
- In th e n e x t 3 m o n th s, M o rg a n S ta n le y e x p e c ts to re c e iv e o r in te n d s to se e k c o m p e n sa tio n fo r in v e stm e n t b a n k in g se rv ic e s fro m B Y D C o m p a n y L im ite d , C h a n g zh o u X in g y u A u to m o tiv e L ig h tin g
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y h a s re c e iv e d c o m p e n sa tio n fo r in v e stm e n t b a n k in g se rv ic e s fro m H o rizo n R o b o tic s, N IO In c., W e R id e In c.
- W ith in th e la st 12 m o n th s, M o rg a n S ta n le y m a n a g e d o r c o -m a n a g e d a p u b lic o ffe rin g (o r 14 4 A o ffe rin g ) o f se c u ritie s o f H o rizo n R o b o tic s, N IO In c., W e R id e In c, Z h o n g sh e n g G ro u p H o ld in g s.
- A s o f A u g u st 3 1, 2 0 2 6 , M o rg a n S ta n le y b e n e fic ia lly o w n e d 1% o r m o re o f a c la ss o f c o m m o n e q u ity se c u ritie s o f th e fo llo w in g c o m p a n ie s c o v e re d in M o rg a n S ta n le y R e se a rc h : B e th e l A u to m o tiv e
预览
MS-中国汽车及共享出行｜亚太｜中国电动车周度订单：9 月复苏落地 China Autos & Shared Mobility Asia Pacific China EV Weekly Orders - Sept reboot lands.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：MS-中国汽车及共享出行｜亚太｜中国电动车周度订单：9 月复苏落地 China Autos & Shared Mobility Asia Pacific China EV Weekly Orders - Sept reboot lands.pdf
总结
- 0JyAYEo4rX8YeU8OcMaQmOoOmOtNlOnNwPeRnNwP7NnPmMMYtPmQvPmQqR