【光大证券】China’s Economy：Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data.pdf

Strong demand to drive growth acceleration in 2025

China Internet – Release of pent-up demand aids robust travel and consumption recovery

Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China

TSF & CPI Missed Expectations,Property Demand Weakened

Strong FY24 results; benefiting from the robust AI demand

Pent-up demand boosts revenue recovery

White_Paper_Meat_the_Future_Time_Protein_Portfolio_Meet_Tomorrow_Demand_report_2018

–Release of pent-up demand as expected

–Value is distressed but end demand is key

China Internet:Release of pent-up demand aids robust travel and consumption recovery