华凯易佰26H1业绩点评:Q2利润加速修复,精品业务实现扭亏26H1公司营收39.76亿元(yoy-12.38%);归母净利润1.65亿元(yoy+349.09%);扣非归母净利润1.62亿元(yoy+568.93%)。单Q2营收20.52亿元(yoy约-8.64%,qoq+6.67%);归母净利润0.93亿元(yoy+80.3%,qoq+30.63%);扣非归母净利润0.97亿元(yoy+141.7%,qoq+47.17%)。#Q2收入利润环比同步改善,经营拐点进一步确认。库存出清后销售结构优化持续兑现。26Q2营收环比+6.67%,归母、扣非归母净利润分别环比+30.63%/47.17%;