【招银国际】–GPM pressure persists despite possible sales beat.pdf

–New-car GPM may bottom out in 2H23E

预计下半年客户需求会更好 ； 高端 CCM 将推动 ASP / GPM 上升

Positive profit alert alleviates GPM concerns; Upgrade to BUY

1Q25 GPM下滑，考虑降价及产能提升

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

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

美国银行台湾半导体制造业资本支出削减反映的不确定性增加;3Q GPM 超前 L-T 引导完好无损

FY22 results below; GPM recovery on better product mix

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