滔搏(06110)FY23业绩会纪要-调研纪要
FY23业绩点评：疫情下业绩略增，期待新财年表现
多重影响下FY23业绩承压，内销有望实现疫后逐步复苏
FY23加大折扣以加速库存恢复正常
4Q22 beat; FY23E margins likely overestimated
China Catering Sector: Customer traffic recovering; to drive margins in FY23
阿里健康：COVID中断影响FY23E前景
Expect a year of mild recovery in FY23
FY23业绩超预期，技术进步+产能扩张持续驱动未来高增长
高鑫零售FY23业绩会纪要-调研纪要
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