1H23 earnings +45% YoY with solid div payout; Potential asset injection to boost growth Weak 1H23 in-line; Positive outlook in 2H23E 1H23 core profit +10% YoY; positive on the structural growth and mgmt. execution 2Q23业绩前瞻：本地消费稳步复苏，积极布局增强用户粘性 23H1盈利预告点评：业绩改善可观，期待稳步成长 PC市场边际改善，AI服务器发展带来机遇 乘用车销量复苏驱动电动助力转向业务快速增长，线控转向有望带来协同，“买入” 远东宏信2023年中报点评：利差同比提升，建发持续扩张 2023年中报点评：业绩符合预期，宏信建发上市印证战略前瞻性 中期分红率53.8%，基本面长期向好