化工行业科创板系列研究之新材料估值篇：PS到PE/GPM，独立自主走新材料创新之路
–2Q23 GPM miss; Still a long way for healthy GPM
–1H23E preview：new-car GPM could be a bottom
- 第 3 季度在 GPM 和弹性智能手机上击败 ； 重申在 FY24E 的 EV 上行
1Q23 beat on better GPM; Maintain HOLD on fair valuation
3Q24 GPM provides confidence for FY25 sales
CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade
Positive profit alert alleviates GPM concerns; Upgrade to BUY
2H21首发：GPM压力差于预期
Strong GPM expansion supported the breakeven in 2H22
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