【浦银国际证券】FY23有望延续高增长趋势，中长期业绩能见度提升.pdf

Expect a year of mild recovery in FY23

China Catering Sector: Customer traffic recovering; to drive margins in FY23

Surging PHEV sales at cost of FY23E net profit

FY23业绩超预期，技术进步+产能扩张持续驱动未来高增长

业绩大幅盈喜，FY23全年预计净利3.6亿

天合光能FY23&1Q24业绩会要点：

FY23加大折扣以加速库存恢复正常

中国汽车行业:2h22e可能节拍;fy23e共识被夸大

China Food & Beverage Sector - FY23 growth from re-opening and falling costs

FY23/24中期业绩点评：压铸订单延迟交付，下半财年业绩有望恢复增长