Silver lining lies on relaxation in Tier 1 cities
拓普集团（601689）：Client Production and Sales Weak in 1Q25, Robotics Line Robust
China Property SectorNBS Nov data in line, expect new policy in BJ／SH to boost secondary market in Dec
Review of the Flexible Credit Line, The Short Term Liquidity Line and the Precautionary and Liquidity Line, and Proposals for Reform
FY22 largely in-line; Auto／VR to accelerate growth
China Property Sector–NBS Oct data in line, Nov-Dec may continue to be weak on low buying sentiment
Technology(Hardware／Semi)：Thematic investment & megatrend：CSP3 & Meta ramp up spending to stay at the AI front line
2H22 first take： weakness in-line; awaiting recovery
FY22 largely in-line; Gradual recovery on track
New Production Lines Nearing Completion
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