【华泰证券】1H23业绩承压，期待光芯片平台优势打开成长空间.pdf

1H23盈利逆势同比增长

1H23业绩平稳增长，新业务多点开花

–1H23 results marginally beat; continue to implement “1+2+N” strategy

1H23业绩高增，新产品验证进展顺利

江苏银行1H23业绩快报：高成长逻辑持续兑现，净利润高增27.2%；资产质量不断优化

1H23利润率受奶价和成本双重挤压

1H23业绩快报：业绩稳健；资产质量维持优异

1H23扣非归母净利润同比增长50.33%，新兴装备高速成长

–1H23 weakness in-line; Maintain HOLD on fair valuation

1H23利润率受奶价和成本双重挤压