【东吴证券】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.pdf

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

Gradual revenue and margin recovery in FY23

4Q22 earnings miss; sales may rise QoQ in FY23E

Reaccelerate on strong pipeline in FY23E

FY23经营压力释放，FY24展望积极

4Q22 beat; FY23E margins likely overestimated

Expect a year of mild recovery in FY23

Gradual revenue and margin recovery in FY23

中国汽车行业 - 2H22E可能击败;FY23E共识被夸大了

FY23有望延续高增长趋势，中长期业绩能见度提升