【招银国际】 Dragged by 4Q22 but FY23E outlook still bright.pdf

FY23业绩逊预期

FY23年报点评：自营品销售表现亮眼，期待多渠道布局贡献增量

高鑫零售FY23业绩会纪要-调研纪要

FY23/24中期业绩点评：压铸订单延迟交付，下半财年业绩有望恢复增长

中国汽车行业:2h22e可能节拍;fy23e共识被夸大

China Food & Beverage Sector - FY23 growth from re-opening and falling costs

天合光能FY23&1Q24业绩会要点：

FY23加大折扣以加速库存恢复正常

Expect a year of mild recovery in FY23

China Catering Sector: Customer traffic recovering; to drive margins in FY23