1H业绩亮眼,产品竞争力持续增强
1H营收及净利靓眼,全年增长可期
Reversing from a loss in 2023 1H, but investors may demand more
1H客车强、货车弱,净利略低于预期
1H扣非净利+17%YoY,发行业务亮眼
盈利1H同比扭亏,2Q环比小幅下滑
–1H rev/EBIT +13%/26%; Heineken grew 60%
1H盈利质量修复,库存持续优化中
1H业绩表现优异,盈利质量持续提升
1H净利低于预期,环保业务减值