【申万宏源】基础眼病强劲复苏，2Q23盈利能力提升.pdf

2Q23盈利能力环比提升

2Q23 preview: solid earnings growth despite social entertainment business adjustment

2Q23 盈利预览

2Q23工业业务表现亮眼

New orders slightly recovered in 2Q23

–2Q23 GPM miss; Still a long way for healthy GPM

2Q23毛利率承压，关注下行周期

2Q23业绩前瞻：本地消费稳步复苏，积极布局增强用户粘性

2Q23：竞争加剧导致净利同比转负

2023年中报点评：2Q23收入同比增长40%；持续关注需求变化