【华泰证券】1H23预告业绩高增，利润弹性可期.pdf

1H23业绩大幅增长，国内民航客运市场稳健复苏

–1H23 profit warning; Maintain BUY on 2H gradual recovery

思摩尔(06969)1H23业绩会纪要-港股-调研纪要

国内业务强调盈利性，1H23补贴金额下降；海外通过Venus-P快速拓展市场

–1H23 in-line： Solid asset quality; HCD spin-off untapped industrial potentials to empower growth

Global & Regional M&A PR Advisory Rankings: 1H23

1H23 core profit +10% YoY; positive on the structural growth and mgmt. execution

威高骨科1H23业绩会纪要 -调研纪要

2023年中报点评：1H23业绩同比增长48%；继续增强航发产业配套能力

1H23核心业绩强劲增长，但核酸检测拖累短期表观增速；下调目标价