2026 China Conference (H/A): Day 2: Key conference takeaways

研报英文原文证据摘录

2026 China Conference (H/A): Day 2: Key conference takeaways

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2026 China Conference (H/A)

Day 2: Key conference takeaways

Event

Highlights 13 May 2026

Elizabeth Economy; Leadership summit: Setting the tone for a US-China relationship Equity

comeback | Helen Qiao, Benson Wu, Xiaoqing Pi China

Huang Yiping session: Economic rebalancing amid uncertainties from the energy shock | Greater China Research Team

Helen Qiao, Benson Wu, Xiaoqing Pi Merrill Lynch (Hong Kong)

Jack Chen >>

BYD (1211 HK / BYDDF) | Buy | Ming Lee, Joey Yang, Fiona Liang, Jessie Lo Research Analyst

Merrill Lynch (Hong Kong)

Busy Ming Group (1768 HK / XYBMF) | Buy | Jack Chen, Chen Luo ruofan.chen@bofa.com

J&T Global Express Limited (1519 HK / JTGLF) | Buy | Fan Tso, Karl Choi Karl Choi, CFA >> Research Analyst

Takeaways Merrillkarl.choi@bofa.comLynch (Hong Kong)

Bank Of China Ltd (3988 HK / BACHF) (601988 CH / BACZF) | Neutral | Winnie Wu, Ethan Cui >>

Emma Xu, Wenqing Han ResearchMerrill LynchAnalyst(Hong Kong)

Beijing Capital Airport (694 HK / BJCHF) | Buy | Amy Han, Nathan Gee ethan.cui@bofa.com

Beijing Roborock Technology Co Ltd (688169 CH / XBTLF) | Buy | Yoyo Pang NathanResearchGee,AnalystCFA >>

Black Sesame Intl Holding (2533 HK / BSIHF) | Neutral | Daley Li, Owen Wang, Harry Merrill Lynch (Singapore) nathan.gee@bofa.com

Zhuang

Cissy Guan >>

China Construction Bank (939 HK / CICHF) (601939 CH / XCTBF) | Buy | Winnie Wu, Research Analyst

Emma Xu, Wenqing Han cissy.guan@bofa.com

China Everbright Environment Group Limited (257 HK / CHFFF) | Buy | Cissy Guan, Gary Ming Hsun Lee, CFA >>

Tsang Research Analyst Merrill Lynch (Hong Kong)

China Merchants Bank (3968 HK / CIHHF) (600036 CH / CIHKF) | Underperform | Winnie minghsun.lee@bofa.com

Wu, Emma Xu, Wenqing Han Ronald Leung, CFA >>