Q2表现符合预期,静待2H23旺季表现
China Auto Sector: Strong June provides more confidence for 2H23
2H23利润率修复可期
–Homegrown brands likely to narrow loss in 2H23
科技行业专题研究:功率2H23,海外业绩分化,关注SiC
汽车和汽车零部件行业《关于恢复和扩大消费的措施》点评:政策支持保驾护航,看好2H23平稳复苏趋势
业绩短期承压,静待2H23拐点
实际动销好于报表收入,2H23将继续优化投放节奏
China Auto Sector – Can possible strong Jun sales extend into 2H23?
业绩短期承压,静待2H23恢复