预计下半年客户需求会更好 ; 高端 CCM 将推动 ASP / GPM 上升
–GPM pressure persists despite possible sales beat
1Q24 beat on strong music business growth and GPM expansion
- GPM 扩张带来的稳健收益增长
FY22 results below; GPM recovery on better product mix
–3Q23 earnings beat on better product mix and record-high GPM
步入WTG GPM恢复
星能半导体 4Q GPM 超预期 新能源盈利飙升
–New-car GPM may bottom out in 2H23E
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