【华泰证券】业绩平稳增长，2H23有望提速.pdf

1H23净利润同比大幅下降，2H23、24年业绩有望逐步复苏

China Auto Sector – Can possible strong Jun sales extend into 2H23？

China Auto Sector: Strong June provides more confidence for 2H23

Q2表现符合预期，静待2H23旺季表现

中国运动服装行业 - 迄今为止销售增长强劲;折扣在2H23缩小

–Homegrown brands likely to narrow loss in 2H23

2H23利润率修复可期

业绩短期承压，静待2H23拐点

持续高质量发展，创新技术有望驱动2H23收入增速提升

China Auto Sector – Strong June provides more confidence for 2H23