【光大证券】三季度毛利率低于预期，4Q22E关注疫情与供应链.pdf

4Q22E net loss to narrow; sales as key to FY23

4Q22E net profit likely to turn positive

Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive

4Q22E loss to narrow; FY23 sales to outperform

中国智能手机：4Q22E无复苏迹象；鱼底还为时过早

Xpeng Inc. (XPEV US) 4Q22E net loss to narrow; sales as key to FY23

Kuaishou (1024 HK) Solid 4Q22E with better margin outlook

4Q22E基本面有望改善，2023E毛利率或将回落

公司日外卖：智能手机去库存将持续到4Q22E