【招银国际】Implications of ASML/LAM Research 3Q23 results.pdf

康龙化成3Q23业绩电话会纪要-调研纪要-20231030

3Q23业绩低于预期，聚焦新车型与新技术推进

3Q23季报点评：业绩环比改善，看好海外布局潜力

3Q23季报点评：业绩同比降幅收窄，有望逐渐走出低谷

China Technology–SMIC／Hua Hong Semi 3Q23：in-line revenue; ASP／GPM pressure to persist into 4Q23E

China Technology–Global fabless／IDM 3Q23 wrap： PC／SP recovery, auto／ industrial mixed; Eye on Edge AI as new growth driver

3Q23业绩电话会纪要

钛白粉价格回升，3Q23业绩环比改善，新能源业务逐步推进

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

3Q23业绩扭亏为盈，关注尼龙66产业链变化