【招商证券】康师傅控股：GPM将在2H内提高；特别股息。买。.pdf

康师傅控股：GPM 将在 2H 内提高；特别股息。买。

–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

–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

3Q24 GPM provides confidence for FY25 sales

1Q23 beat on better GPM; Maintain HOLD on fair valuation

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

Positive profit alert alleviates GPM concerns; Upgrade to BUY

星电半导体GPM保持强劲 产能逐步释放