–New-car GPM may bottom out in 2H23E
3Q24 GPM provides confidence for FY25 sales
1Q23 beat on better GPM; Maintain HOLD on fair valuation
中国建筑 - 产品:订单/GPM动能建设;生产赶上;购买宏禄和精功
–1H23E preview:new-car GPM could be a bottom
–2Q23 GPM miss; Still a long way for healthy GPM
- 第 3 季度在 GPM 和弹性智能手机上击败 ; 重申在 FY24E 的 EV 上行
2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY
1H24 首推 : 受 GPM 和销售费用拖累的强劲收入增长
Strong GPM expansion supported the breakeven in 2H22