BOC International has published a research report highlighting that Midea Group Co.,Ltd. (00300) posted a 4% year-on-year increase in second-quarter revenue and a 1% rise in net profit, significantly outperforming its peers. The brokerage attributes this resilience to the company's robust cost management capabilities.

Looking ahead, the firm anticipates sustained momentum in overseas operations during the second half, with economies of scale expanding further to help offset domestic market pressures. BOC International also expects investors to begin focusing on the potential returns from the company's strategic investments, with Changxin Technology potentially emerging as the most representative case in the second half of 2026. The firm has reaffirmed its "Buy" rating while raising the target price to HK$107.6.