–1H23E preview：new-car GPM could be a bottom
Strong GPM expansion supported the breakeven in 2H22
–3Q23 earnings beat on better product mix and record-high GPM
1H24 首推 ： 受 GPM 和销售费用拖累的强劲收入增长
CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade
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
康师傅控股：GPM将在2H内提高；特别股息。买。
–2Q23 GPM miss; Still a long way for healthy GPM
星电半导体GPM保持强劲 产能逐步释放
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