–Homegrown brands likely to narrow loss in 2H23
2H23始车载业务或为主要驱动
2H23:3Q利润指引保持稳健增长
业绩短期承压,静待2H23恢复
实际动销好于报表收入,2H23将继续优化投放节奏
Q2表现符合预期,静待2H23旺季表现
2H23不及预期,高品质发展目标延续
2H23业绩电话会议纪要
Better 2H23 and FY24 as Mexico to turn profitable
–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23/FY24E