FY22 net margins better than expected
Sales exceeding expectations and achieving non-GAAP profitability
1H23E preview： Expect profit decline on weak coal price
Economics：TSF&CPI Missed Expectations，Property Demand Weakened
Expect solid 2023E earnings; Higher free float to boost valuation
China Property SectorNBS Nov data in line, expect new policy in BJ／SH to boost secondary market in Dec
Sales of Comfy brand surpass expectations
Expecting inline 3Q revenue growth with upside coming from bottom line
–2Q23 preview： expecting strong recovery ahead
–1H23 worse than expected on slow recovery; Maintain HOLD
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