–1H23 preview:Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E
单季度业绩环比改善,2H23E新车型周期蓄势待发
汽车和汽车零部件行业新势力销量跟踪报告:新势力回暖有望延续,看好2H23E行业平稳复苏
1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E
Moving into 2H23E recovery
1H23 结果如下 ; 预计在 2H23E 后装
–Likely to be resilient and outperform in 2H23E
–NDR takeaways:Strong order backlog in 2H23E; Solid pipeline to drive growth into FY24/25E
–New-car GPM may bottom out in 2H23E
–Recovery to expedite in 2H23E