【华泰证券】公告点评：4Q成本高于预期，静待主业反转.pdf

Core net profit in 2022 +53% YoY in line with expectation; Margin recovery in 4Q

4Q preview: cFX/reported sales +12.1%/6.4%

Affirm：4Q FY21业绩会纪要20210910

星能半导体 4Q GPM 超预期 新能源盈利飙升

Auto: Sep NEV leading indicators set the tone for 4Q

4Q业绩短期承压，静待盈利弹性释放

To ride on the policy tailwind in 4Q

费用强化影响短期利润，期待4Q改善

2022年报预告点评：4Q业绩超预期，继续看好中大件主动转型

3Q业绩接近预告上限，4Q预告强劲