FY23经营压力释放,FY24展望积极
FY23超预期,FY24阿美乐驱动产品收入增速修复,上调目标价
料FY23核心业务维持高增长,新业务渐入佳境
Outperforming FY22E, promising FY23E and not-far-fetching FY25E target
–Sequential margin contraction indicates inventory digestions may persist till FY23E
Gradual revenue and margin recovery in FY23
FY23有望延续高增长趋势,中长期业绩能见度提升
稳健的 FY23 具有更好的盈利能力
FY23 VNB + 33% ; 强劲的 MCV 势头持续到 1 - 2M24
天合光能FY23&1Q24业绩会要点: