【招银国际】–2Q23 GPM miss; Still a long way for healthy GPM.pdf

CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade

Positive profit alert alleviates GPM concerns; Upgrade to BUY

2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY

星电半导体GPM保持强劲 产能逐步释放

Strong GPM expansion supported the breakeven in 2H22

1H24 首推 ： 受 GPM 和销售费用拖累的强劲收入增长

2H21首发：GPM压力差于预期

–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

中国建筑 - 产品：订单/GPM动能建设;生产赶上;购买宏禄和精功