【交银国际】FY23业绩超预期，技术进步+产能扩张持续驱动未来高增长.pdf

FY23业绩逊预期

2Q23 was inline and FY23E guidance stayed

Dragged by 4Q22 but FY23E outlook still bright

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

高鑫零售FY23业绩会纪要-调研纪要

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

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

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