Informes públicos de investigación

Industrial and Commercial Bank of China Limited Class A

601398.SSSSE

Mantener

Hold current position in 601398.SS pending resolution of macro uncertainty around TSF and M2 data due August 13.

Shanghai Haohai Biological Technology Co., Ltd. Class A

688366.SSSSE

Mantener

Hold current position in 688366.SS pending Q3 2026 earnings clarity on operating margin and forward guidance.

Guodian Nanjing Automation Co., Ltd. Class A

600268.SSSSE

Mantener

Hold current position in 600268.SS pending clear technical or macro confirmation.

Zijin Mining Group Co., Ltd. Class A

601899.SSSSE

Infraponderar

Trim 25–33% into upper Bollinger Band resistance at CN¥34.50–34.93; retain core position for gold-driven structural re-rating; reload in CN¥30.35–32.63 pullback zone.

WuXi AppTec Co., Ltd. Class A

603259.SSSSE

Sobreponderar

Gradually build exposure via three tranches aligned to technical support zones and fundamental confirmation points.

Agricultural Bank of China Limited Class A

601288.SSSSE

Mantener

对601288.SS的最终决策为持有：维持现有基准仓位，在6.39元附近不追涨；若当前低配，也不急于补足。

China Construction Bank Corporation Class A

601939.SSSSE

Sobreponderar

Overweight `601939.SS`, but implement the view as a conditional, staged accumulation rather than approving the trader’s full BUY.