#外资研报

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附件总结 UBS-宏发股份-600885-2026瑞银A股研讨会：收入增长维持强劲，毛利率改善可见性增强-20260901.pdf

1. BGRHWGm2pVeWaY9P8Q9PoMpPmOpRjMmMvMlOoOsO7NqRpRvPtQpPuOoPrN

UBS-科达利-002850-2026瑞银A股研讨会：主业增长动能强劲；机器人业务蓄势待发-20260902.pdf

1. AHPFVJo4tZ9ZdX9P8Q7NtRnNoMpRfQqQyReRqQmQ7NrQrONZrNrMxNsQoR

UBS-蓝思科技-300433-2026瑞银A股研讨会：2H262027增长展望乐观-20260902.pdf

1. 0JRHYEm2sY8YcWbRdN6MmOmMpNtNfQmMvMiNnNrN6MnMpQNZsOmRvPnPoP

UBS-蓝晓科技-300487-2026瑞银A股研讨会：利润增长有望加速...-20260901.pdf

1. 0JOEUIm2oU8YfV7NdNaQnPqQsQqOiNqQvMiNmMmQ7NmNrPMYtQqQuOtRrR

UBS-联德股份-605060-2026瑞银A股研讨会：AIDC增长势头不变-20260902.pdf

1. 4FPFZFp5tZcUaY6M9RbRtRmMmOpRfQoOuNiNpPnR8OqRsMNZoNrRvPtRmQ

UBS-福耀玻璃-600660-2026瑞银A股研讨会：3Q26经营环比持续改善-20260902.pdf

1. AHPFWGm2sYcUeU9PcM7NsQqQnPtNkPqQwPiNnNqMaQrQrONZmQsPuOoPxP

UBS-杠铃策略为首选-20260918.pdf

1. Forward EPS 1M revision for China and global AI tech hardware Chinese AI names inventory as % of revenue (4-quarter moving average)
2. Chinese AI names contract liability as % of revenue (4-quarter Trailing 12M ROE of China and Global AI tech hardware
3. FY26 EPS trend - China vs global AI tech hardware Forward EPS 3M revision - China vs global AI tech hardware
4. China AI tech hardware share price YoY vs 12M forward China AI hardware absolute and relative price performance when
5. Correlation of US 10Y yield with different market indices Rolling 2Y correlation of MSCI China and US 10Y yield
6. FY1 earnings revision ratio (breadth) 12-month forward earnings revisions in the past 3 months (magnitude)
7. A shares holding as % of portfolio and Chinese equity holdings Top 40 global investor positioning in Chinese equity (% of
8. Actively managed funds' Chinese equity holdings vs benchmarks - 30 June 2026 Actively managed funds' Chinese equity holdings vs benchmarks

UBS-豪威集团-603501-2026瑞银A股研讨会：新兴应用有望推动进一步增长-20260903.pdf

1. 企业价值/息税折旧摊销前利润(UBS核心) x 62.8 28.2 27.0 19.1 14.3 11.4 9.4 7.4
2. 6. This company/entity is, or within the past 12 months has been, a client of UBS Securities LLC and/or its affiliates,
3. 户的风险情况、投资重心和投资角度（例如是覆盖整个市场还是专注于某个行业，是长期还是短期等），客户与瑞银全球研究和UBS Evidence Lab的整体
4. 若您对特定公司的权证执行价格感兴趣，请发邮件至UBS Securities LLC, 11 Madison Avenue, New York, NY 10010, USA, Attention:
5. （https://www.ubs.com/global/en/legalinfo2/privacy.html）和cookie通告（https://www.ubs.com/global/en/legal/privacy/users.html）处理其个人数据并使
6. 接收本文件即表明接收方了解并同意上述预期目的，而且不会预计或相信这些信息构成对接收方的投资建议或旨
7. 任在美国《证券交易法》（Securities Exchange Act）15B（即Municipal Advisor Rule）下定义的市政实体(Municipal Entity)的市政顾问(Municipal Advisor)
8. PT UBS Sekuritas Indonesia的注册办公地址为Sequis Tower Level 22 unit 22-1, Jl. Jend. Sudirman, kav.71, SCBD lot 11B, Jakarta 12190, Indonesia，

UBS-恒瑞医药-600276-2026瑞银A股研讨会：下半年创新药收入逐步恢复；合作及研发进展顺利-20260902.pdf

1. AHPFVJo4tZ9ZdX9P8Q7NtRnNoMpRfQqQyReRqQmQ7NrQrONZrNrMxNsQoR

文档

UBS-宏发股份-600885-2026瑞银A股研讨会：收入增长维持强劲，毛利率改善可见性增强-20260901.pdf

• 状态：skipped_existing
• 错误：
• 本地资源：UBS-宏发股份-600885-2026瑞银A股研讨会：收入增长维持强劲，毛利率改善可见性增强-20260901.pdf

总结

1. BGRHWGm2pVeWaY9P8Q9PoMpPmOpRjMmMvMlOoOsO7NqRpRvPtQpPuOoPrN

预览

UBS-宏发股份-600885-2026瑞银A股研讨会：收入增长维持强劲，毛利率改善可见性增强-20260901.pdf

UBS-科达利-002850-2026瑞银A股研讨会：主业增长动能强劲；机器人业务蓄势待发-20260902.pdf

• 状态：skipped_existing
• 错误：
• 本地资源：UBS-科达利-002850-2026瑞银A股研讨会：主业增长动能强劲；机器人业务蓄势待发-20260902.pdf

总结

1. AHPFVJo4tZ9ZdX9P8Q7NtRnNoMpRfQqQyReRqQmQ7NrQrONZrNrMxNsQoR

预览

UBS-科达利-002850-2026瑞银A股研讨会：主业增长动能强劲；机器人业务蓄势待发-20260902.pdf

UBS-蓝思科技-300433-2026瑞银A股研讨会：2H262027增长展望乐观-20260902.pdf

• 状态：skipped_existing
• 错误：
• 本地资源：UBS-蓝思科技-300433-2026瑞银A股研讨会：2H262027增长展望乐观-20260902.pdf

总结

1. 0JRHYEm2sY8YcWbRdN6MmOmMpNtNfQmMvMiNnNrN6MnMpQNZsOmRvPnPoP

预览

UBS-蓝思科技-300433-2026瑞银A股研讨会：2H262027增长展望乐观-20260902.pdf

UBS-蓝晓科技-300487-2026瑞银A股研讨会：利润增长有望加速...-20260901.pdf

• 状态：skipped_existing
• 错误：
• 本地资源：UBS-蓝晓科技-300487-2026瑞银A股研讨会：利润增长有望加速...-20260901.pdf

总结

1. 0JOEUIm2oU8YfV7NdNaQnPqQsQqOiNqQvMiNmMmQ7NmNrPMYtQqQuOtRrR

预览

UBS-蓝晓科技-300487-2026瑞银A股研讨会：利润增长有望加速...-20260901.pdf

UBS-联德股份-605060-2026瑞银A股研讨会：AIDC增长势头不变-20260902.pdf

• 状态：skipped_existing
• 错误：
• 本地资源：UBS-联德股份-605060-2026瑞银A股研讨会：AIDC增长势头不变-20260902.pdf

总结

1. 4FPFZFp5tZcUaY6M9RbRtRmMmOpRfQoOuNiNpPnR8OqRsMNZoNrRvPtRmQ

预览

UBS-联德股份-605060-2026瑞银A股研讨会：AIDC增长势头不变-20260902.pdf

UBS-福耀玻璃-600660-2026瑞银A股研讨会：3Q26经营环比持续改善-20260902.pdf

• 状态：skipped_existing
• 错误：
• 本地资源：UBS-福耀玻璃-600660-2026瑞银A股研讨会：3Q26经营环比持续改善-20260902.pdf

总结

1. AHPFWGm2sYcUeU9PcM7NsQqQnPtNkPqQwPiNnNqMaQrQrONZmQsPuOoPxP

预览

UBS-福耀玻璃-600660-2026瑞银A股研讨会：3Q26经营环比持续改善-20260902.pdf

UBS-杠铃策略为首选-20260918.pdf

• 状态：skipped_existing
• 错误：
• 本地资源：UBS-杠铃策略为首选-20260918.pdf

总结

1. Forward EPS 1M revision for China and global AI tech hardware Chinese AI names inventory as % of revenue (4-quarter moving average)
2. Chinese AI names contract liability as % of revenue (4-quarter Trailing 12M ROE of China and Global AI tech hardware
3. FY26 EPS trend - China vs global AI tech hardware Forward EPS 3M revision - China vs global AI tech hardware
4. China AI tech hardware share price YoY vs 12M forward China AI hardware absolute and relative price performance when
5. Correlation of US 10Y yield with different market indices Rolling 2Y correlation of MSCI China and US 10Y yield
6. FY1 earnings revision ratio (breadth) 12-month forward earnings revisions in the past 3 months (magnitude)
7. A shares holding as % of portfolio and Chinese equity holdings Top 40 global investor positioning in Chinese equity (% of
8. Actively managed funds' Chinese equity holdings vs benchmarks - 30 June 2026 Actively managed funds' Chinese equity holdings vs benchmarks

预览

UBS-杠铃策略为首选-20260918.pdf

UBS-豪威集团-603501-2026瑞银A股研讨会：新兴应用有望推动进一步增长-20260903.pdf

• 状态：skipped_existing
• 错误：
• 本地资源：UBS-豪威集团-603501-2026瑞银A股研讨会：新兴应用有望推动进一步增长-20260903.pdf

总结

1. 企业价值/息税折旧摊销前利润(UBS核心) x 62.8 28.2 27.0 19.1 14.3 11.4 9.4 7.4
2. 6. This company/entity is, or within the past 12 months has been, a client of UBS Securities LLC and/or its affiliates,
3. 户的风险情况、投资重心和投资角度（例如是覆盖整个市场还是专注于某个行业，是长期还是短期等），客户与瑞银全球研究和UBS Evidence Lab的整体
4. 若您对特定公司的权证执行价格感兴趣，请发邮件至UBS Securities LLC, 11 Madison Avenue, New York, NY 10010, USA, Attention:
5. （https://www.ubs.com/global/en/legalinfo2/privacy.html）和cookie通告（https://www.ubs.com/global/en/legal/privacy/users.html）处理其个人数据并使
6. 接收本文件即表明接收方了解并同意上述预期目的，而且不会预计或相信这些信息构成对接收方的投资建议或旨
7. 任在美国《证券交易法》（Securities Exchange Act）15B（即Municipal Advisor Rule）下定义的市政实体(Municipal Entity)的市政顾问(Municipal Advisor)
8. PT UBS Sekuritas Indonesia的注册办公地址为Sequis Tower Level 22 unit 22-1, Jl. Jend. Sudirman, kav.71, SCBD lot 11B, Jakarta 12190, Indonesia，

预览

UBS-豪威集团-603501-2026瑞银A股研讨会：新兴应用有望推动进一步增长-20260903.pdf

UBS-恒瑞医药-600276-2026瑞银A股研讨会：下半年创新药收入逐步恢复；合作及研发进展顺利-20260902.pdf

• 状态：skipped_existing
• 错误：
• 本地资源：UBS-恒瑞医药-600276-2026瑞银A股研讨会：下半年创新药收入逐步恢复；合作及研发进展顺利-20260902.pdf

总结

1. AHPFVJo4tZ9ZdX9P8Q7NtRnNoMpRfQqQyReRqQmQ7NrQrONZrNrMxNsQoR

预览

UBS-恒瑞医药-600276-2026瑞银A股研讨会：下半年创新药收入逐步恢复；合作及研发进展顺利-20260902.pdf