药明康德:2Q22疫情中业绩显强韧性,2H反弹可期
钢铁动态点评:出口环比下降,平控与需求为2H焦点
陌陌:直播变现超预期;2H加大营销获客
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
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
2Q亏损环比加大,2H看需求表现
中期业绩政策陆续落地,期待2H发力
–1H23 profit warning; Maintain BUY on 2H gradual recovery
1H24 preview: margin weakness priced in; expect gradual ASP/margin recovery in 2H