Flash | 24 Sep 2026 22:38:02 ET │ 11 pages China Materials See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations Not for distribution in the People's Republic of China, excluding the Hong Kong Special Administrative Region and Qualified Foreign Institutional Investors. Anna WangAC +852-2501-2739 anna.d.wang@citi.com Jack Shang, CFA +852-2501-2441 jack.shang@citi.com Glass Fiber & E-Fabric - Weekly Snapshot - 20260924 CITI'S TAKE China's glass fiber market was la ...

2 October 2026 | 5:46PM HKT Equity Research Inspur (000977.SZ): AI server growth on rising AI demand in China; 2Q26 NI better than midpoint guidance; Sell As the leading supplier of AI servers for leading China CSPs, the company continues to ride on growing China CSP capex and company's comprehensive product offerings (computing platform, liquid cooling solution, Agent infrastructure to improve efficiency). The company's 2Q26 NI was 19%/ 14% higher than our estimates and company's midpoint guidance (Report ...

Anker Innovations is scheduled to report 3Q26 result on Oct 29. We expect the company's fundamental business to remain healthy and report a resilient set of operating results. On revenue, we expect the company to deliver robust yet moderating growth in 3Q26 (+26% yoy in 3Q26 vs. +31% yoy in 2Q26) due to the front-loaded impact from an earlier Amazon Prime Day (June in 2026 vs July in 2025). Among business segments, we forecast faster revenue growth from consumer power storage (growth re-acceleration after s ...