【天风证券】立思辰：交流纪要-大语文18H1就读人次+102%YoY，持续快速发展20180830.pdf

朗姿股份：2023Q1-3归母净利yoy+585.75%，结构优化，盈利能力逐步改善

1H24 earnings down 27% YoY below our expectation; expect a better 2H24E

–Net profit in 2Q23 +19% YoY; Higher R&D spending but still a set of good quality results

美妆高增驱动业绩增长，Q2营收+28%yoy环比改善

Net profit 1H24 +2.7x YoY, beat expectations

2024上半年净利YOY+16%，符合预期，麻醉线增长较快

23年北京外企归母业绩YOY+9.3%（中位数），客户合作领域不断拓宽

1H23 NBV beat consensus; interim dividend up 1.1% YoY reinforcing a long-run growth story

22Q2营收yoy+37.26%，线上多渠道开花表现亮眼，逐步向多品牌迈进奠定行业地位

22Q2归母净利yoy+130.57%超预期，中长期高盈利能力防晒产品驱动成长、巩固地位