2020年光伏发电项目建设通知简评:光伏竞价落地,2H需求加速启动
陌陌:直播变现超预期;2H加大营销获客
药明康德:2Q22疫情中业绩显强韧性,2H反弹可期
2Q亏损环比加大,2H看需求表现
多重因素加剧2H社融增长下行压力
经营逐季改善,2H复苏趋势更为明朗
1H24 preview: margin weakness priced in; expect gradual ASP/margin recovery in 2H
–1H23 profit warning; Maintain BUY on 2H gradual recovery
盈利1H微增,2H环比有望显著提升
中期业绩政策陆续落地,期待2H发力