China Technology–SMIC／Hua Hong Semi 3Q23：in-line revenue; ASP／GPM pressure to persist into 4Q23E
CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade
中国建筑 - 产品：订单/GPM动能建设;生产赶上;购买宏禄和精功
Positive profit alert alleviates GPM concerns; Upgrade to BUY
–2Q23 GPM miss; Still a long way for healthy GPM
康师傅控股：GPM将在2H内提高；特别股息。买。
星电半导体GPM保持强劲 产能逐步释放
2H21首发：GPM压力差于预期
–3Q23 earnings beat on better product mix and record-high GPM
–1H23E preview：new-car GPM could be a bottom
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