• Huadian Fuxin (816 HK): Better than estimate
• Datang New Energy (1798 HK): Better than estimate
• Xingjiang Goldwind (2208 HK / 002202 CH): beat

• Kingdee (268 HK): bottom-line below estimate. Lower than estimate revenue from traditional ERP software, while big increase from cloud revenue. Low mkt cap, hold rating.
• CogoBuy (400 HK): results inline. Company started share buybacking again.

• Anhui Conch (914 HK): 1H15 results inline. GP/t delcined to 58RMB. Best in the cement peers.
• Waison Group (3393 HK): GM of smart meters dropped a lot due to the comopetition in China. Valuation keep going down.
• Coal machinery: Sany (631 HK) & ZMJ (568 HK) both gave big drop beyond estimate.
• Cimc Enric: sales dropped -17%, while NP dropped -44%, below estimate.

• Brilliance (1114 HK): below estimate. Low earning from own brands & also big drop of earnings from BMW.
• Xincheng (1148 HK): below estimate. Low demand from domestic brands & BMW. Lower margins of its new energine N20.

Keep holding Goldwind A share (002202 CH).