1Q25业绩符合预期,毛利率持续承压
1Q25收入和利润表现均承压,2Q25净收入指引下跌中单位数
1Q25现金流改善;资产负债率优化。
1Q25业绩超预期,建议关注YU7后续表现
斯达半导(603290.SH)-1Q25 营收同比增长 14%,碳化硅、IPM 与 MCU 多维拓展
Inline 1Q25 results and a moderate outlook
富途控股(FUTU):1Q25 Earnings Jumped on Active Trading and Client Acquisition
小米(1810 HK) 1Q25业绩超预期;看好高端化、YU7产能提升及2H25 SoC突破
Motor Oil (MORr.AT) 1Q25: Strong utilization rates and higher qtd refining margins; Negative FCF’25 keeps us Neutral rated
1Q25费用率提升影响利润增速