FY23符合预期但FY24指引下调，外部不确定性仍较高，下调目标价
Dragged by 4Q22 but FY23E outlook still bright
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
China Food & Beverage Sector - FY23 growth from re-opening and falling costs
FY23加大折扣以加速库存恢复正常
China Catering Sector: Customer traffic recovering; to drive margins in FY23
Reaccelerate on strong pipeline in FY23E
Gradual revenue and margin recovery in FY23
FY23业绩超预期，技术进步+产能扩张持续驱动未来高增长
中国汽车行业 - 2H22E可能击败;FY23E共识被夸大了
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