【招银国际】1H24 首推 ： 受 GPM 和销售费用拖累的强劲收入增长.pdf

步入WTG GPM恢复

–2Q23 GPM miss; Still a long way for healthy GPM

中国建筑 - 产品：订单/GPM动能建设;生产赶上;购买宏禄和精功

星电半导体GPM保持强劲 产能逐步释放

康师傅控股：GPM将在2H内提高；特别股息。买。

Positive profit alert alleviates GPM concerns; Upgrade to BUY

预计下半年客户需求会更好 ； 高端 CCM 将推动 ASP / GPM 上升

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

–3Q23 earnings beat on better product mix and record-high GPM

Strong GPM expansion supported the breakeven in 2H22