【平安证券】坚定青花汾酒战略，2Q23业绩符合预告.pdf

【Sector Research】China Internet–Online game sector：rebounded in 2Q23

周大生2Q23速评：业绩基本符合预期，黄金产品&线上延续亮眼表现

2Q23预告：去库顺利，3Q新品或放量

【Sector Research】China Technology–2Q23 global smartphone shipment decline narrowed; Apple／OPPO／Transsion gained share

2Q23煤价承压致利润环比下滑

2Q23新业务保费同比增长69.6%

2Q23业绩超预期，产品大年步入兑现期

–2Q23 beat on record-high margin; Reiterate BUY

2Q23：营收环比大幅增长

国产替代持续推进，2Q23净利润创新高