On August 5th, Guolonghui: CICC released a Hong Kong stock strategy report, and the mid to late August is the peak period for companies to announce their performance. Based on the predictions of industry analysts, the report analyzes 433 overseas Chinese-funded stocks covered by CICC, with a focus on mid-year performance, especially in areas where performance may exceed expectations. The bank believes that there was a general slowdown in the first half of this year, with most sectors falling, and only upstream resource products, export chains, water, electricity, gas, and education services shining. Overall, when denominated in RMB, the bank's industry analysts expect that earnings for the first half of 2024 will increase by 6.4% compared to the full year of 2023, which decreased by 13%. At the individual stock level, CICC industry analysts believe that CRRC Corporation, Ctrip Group, Zhengzhou Coal Mining Machinery Group, Cainiao Network, Kerry Logistics, BYD Company Limited, Fuyao Glass, Asia Vets are expected to exceed expectations.