1H23净利润同比大幅下降,2H23、24年业绩有望逐步复苏
公司业绩或在2H23迎来改善
China Auto Sector – Can possible strong Jun sales extend into 2H23?
中报盈利增长,看好2H23利润弹性
–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23/FY24E
项目排期致1H23业绩承压,2H23有望释放
China Auto Sector – Strong June provides more confidence for 2H23
中国PCB行业 - 预计23年第一季度将疲软;复苏可能在2H23
2Q产能利用率回升驱动营收环比增长,2H23晶圆出货有望持续增长
China Auto Sector: Strong June provides more confidence for 2H23