招银国际证券有限公司

招银国际-Lily Yang 已收录82篇研报


Resilient 1Q semiconductor sales; nonprofitable ODM business to be deconsolidated
招银国际
Resilient 1Q semiconductor sales; nonprofitable ODM business to be deconsolidated
页数: 6页
股票: 闻泰科技(600745)
行业: 消费电子
作者: Lily Yang Kevin Zhang Jiahao Jiang
发布日期:2025-04-29
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Solid 1Q25 earnings w/ strong beat on margins
招银国际
Solid 1Q25 earnings w/ strong beat on margins
页数: 5页
股票: 中际旭创(300308)
行业: 通信设备
作者: Lily Yang Kevin Zhang Jiahao Jiang
发布日期:2025-04-23
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Solid FY24 earnings amid accelerated semisupply chain domestication
招银国际
Solid FY24 earnings amid accelerated semisupply chain domestication
页数: 5页
股票: 北方华创(002371)
行业: 半导体
作者: Lily Yang Kevin Zhang Jiahao Jiang
发布日期:2025-04-09
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LT prospects intact; Maintain HOLD on continued margin pressure
招银国际
LT prospects intact; Maintain HOLD on continued margin pressure
页数: 5页
股票: 卓胜微(300782)
行业: 半导体
作者: Lily Yang Kevin Zhang Jiahao Jiang
发布日期:2025-04-01
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Solid FY24 results; Upgrade to BUY being key beneficiary in domestic localization
招银国际
Solid FY24 results; Upgrade to BUY being key beneficiary in domestic localization
页数: 5页
股票: 深南电路(002916)
行业: 电子元件
作者: Lily Yang Kevin Zhang Jiahao Jiang
发布日期:2025-03-14
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Solid results despite supply chain constraints; expect for another strong year in 2025
招银国际
Solid results despite supply chain constraints; expect for another strong year in 2025
页数: 5页
股票: 中际旭创(300308)
行业: 通信设备
作者: Lily Yang Kevin Zhang
发布日期:2025-02-04
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Embracing AI and moving on to a new growth trajectory
招银国际
Embracing AI and moving on to a new growth trajectory
页数: 5页
股票: 生益科技(600183)
行业: 电子元件
作者: Lily Yang Kevin Zhang
发布日期:2025-01-27
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Expect sequential improvement ahead
招银国际
Expect sequential improvement ahead
页数: 4页
股票: 韦尔股份(603501)
行业: 半导体
作者: Lily Yang Kevin Zhang
发布日期:2025-01-22
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Entering 2025 with a clean slate,with the worst left behind
招银国际
Entering 2025 with a clean slate,with the worst left behind
页数: 4页
股票: 闻泰科技(600745)
行业: 消费电子
作者: Lily Yang Kevin Zhang
发布日期:2025-01-20
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Valuation to improve on ODM business spin-off
招银国际
Valuation to improve on ODM business spin-off
页数: 6页
股票: 闻泰科技(600745)
行业: 消费电子
作者: Lily Yang Kevin Zhang
发布日期:2025-01-03
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