稳健的 FY23 具有更好的盈利能力
多重影响下FY23业绩承压,内销有望实现疫后逐步复苏
1H FY23收入符合预期
FY23业绩大致合乎预期,未来推进更高质量目标
Gradual revenue and margin recovery in FY23
–Sequential margin contraction indicates inventory digestions may persist till FY23E
没有FY23E指导,但风险回报在那里
4Q22 beat; FY23E margins likely overestimated
Reaccelerate on strong pipeline in FY23E