【华安证券】2Q23业绩点评：国内门店扩张提速，品牌升级效果体现.pdf

2Q23工业业务表现亮眼

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

2Q23 盈利预览

New orders slightly recovered in 2Q23

2Q23毛利率承压，关注下行周期

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

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

2Q23业绩环比改善，国内化工行业龙头之一，关注中长期成长性