【华泰证券】FY23加大折扣以加速库存恢复正常.pdf

China Catering Sector - Customer traffic recovering; to drive margins in FY23

FY23/24中期业绩点评：压铸订单延迟交付，下半财年业绩有望恢复增长

海外企业跟踪：Allkem FY23锂精矿超预期，产量13.1

周大福(01929)FY23业绩说明会纪要-港股-调研纪要

海外科技跟踪：数据库龙头甲骨文（Oracle）FY23收入增长18%，关注国内SaaS行业成长性

中国汽车行业:2h22e可能节拍;fy23e共识被夸大

China Food & Beverage Sector - FY23 growth from re-opening and falling costs

天合光能FY23&1Q24业绩会要点：

Expect a year of mild recovery in FY23

China Catering Sector: Customer traffic recovering; to drive margins in FY23