【招银国际】中国汽车行业 - 2H22E可能击败;FY23E共识被夸大了.pdf

FY23年报点评：自营品销售表现亮眼，期待多渠道布局贡献增量

FY23业绩逊预期

Dragged by 4Q22 but FY23E outlook still bright

高鑫零售FY23业绩会纪要-调研纪要

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

中国汽车行业:2h22e可能节拍;fy23e共识被夸大

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

FY23业绩超预期，技术进步+产能扩张持续驱动未来高增长

Surging PHEV sales at cost of FY23E net profit

Expect a year of mild recovery in FY23