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- 2026-08-31 09:24:001H26 in line; overseas momentum and domestic recovery intact
- 2026-08-31 09:24:002Q26 earnings signal enhanced cost discipline
- 2026-08-28 13:32:00Overseas strength offsets domestic pressure; eyes on upcoming nation……
- 2026-08-28 10:16:00Net profit in 2Q26 +57% YoY helped by other income and expense contr……
- 2026-08-27 17:14:00二季度业绩超预期；PCB与封装基板加速放量
- 2026-08-26 19:24:00Transition before turnaround; maintain HOLD
- 2026-08-26 16:02:00Platform strength drives solid growth; Maintain BUY
- 2026-08-26 15:52:001H26 earnings boosted by one-off gain; organic momentum still soft
- 2026-08-26 08:32:002H26 earnings inflection with attractive valuation
- 2026-08-25 18:43:00Key takeaways from post-results call
- 2026-08-25 17:59:00Net profit -3% YoY in 2Q26 but largely due to FX loss; strong revenu……
- 2026-08-25 15:32:00Early signs of inflection at a cyclical trough
- 2026-08-24 16:05:00Net profit +77% YoY in 1H26, in line with profit alert
- 2026-08-24 09:35:00Guidance raised on robust CDMO growth
- 2026-08-24 09:32:00业绩符合预期；追光不止，下一代光互连蓄势待发
- 2026-08-21 11:10:00Robust overseas growth offset soft domestic demand
- 2026-08-19 09:45:00海外CXO/生命科学上游2Q26业绩剖析：早研需求已达实质性向上拐点，普遍上……
- 2026-08-17 16:51:00Robust Q2 earnings; AI-driven mix upgrade and ASP hikes in full swin……
- 2026-08-14 16:42:00汽车：以智能车为鉴，挖掘人形机器人投资机会：本体百家争鸣，零部件率先……
- 2026-08-04 20:02:00Guidance raised after exceptional 2Q26 earnings
- 2026-07-31 07:36:00全球宏观：联储加息可能与大类资产配置启示
- 2026-07-29 15:24:002Q26 preview: Revenue on track but profit hurt by FX; No impact from……
- 2026-07-22 10:05:001H26 preview: 2Q OPAT strength persists while NBV takes a breather
- 2026-06-18 22:28:006月联储会议：走进新时代
- 2026-06-16 15:53:00美国宏观：通胀阶段性见顶，市场关注点转向沃什首次联储会议
- 2026-06-08 08:52:00美国宏观周报：经济数据超预期强劲，市场担忧加息风险
- 2026-06-05 09:02:00Takeaways from plant visit: More positive than we thought
- 2026-05-13 16:51:00高盈利弹性，高分红比例；首次覆盖给予买入评级
- 2026-05-13 09:56:00医药行业海外CXO/上游1Q26业绩剖析：宏观不确定性下维持26年业绩指引，早……
- 2026-05-12 19:46:00High earnings sensitivity to aluminium price, high dividend payout; ……
- 2026-05-11 08:50:00美国经济：就业市场延续稳健
- 2026-04-30 08:40:001Q26 in line; overseas and emerging businesses driving growth
- 2026-04-30 08:37:001Q26 results: a strong start driven by CDMO services
- 2026-04-29 20:37:00Transition pains persist; wait and HOLD
- 2026-04-29 16:46:00Strong 2025 results driven by overseas expansion and domestic share ……
- 2026-04-29 09:45:001Q OPAT a slight beat; positive outlook for full-year NBV and life O……
- 2026-04-29 09:08:00Sustainability of growth remains to be seen
- 2026-04-29 09:06:001Q26 results: small molecule D&M fuelling overall growth
- 2026-04-29 08:53:00Overseas, R&D support 1Q26 earnings resilience
- 2026-04-28 15:48:00Robust overseas momentum and domestic
- 2026-04-28 10:01:001Q26 EBIT +34% YoY above expectation; net profit dragged by FX loss
- 2026-04-27 09:49:00New-model sales as key after 1Q26 solid GPM
- 2026-04-21 09:56:00Building for the next leg of WFE growth
- 2026-04-21 09:53:004Q25 earnings miss on gross margin and FX loss; But structural growt……
- 2026-04-17 09:03:001Q26 earnings: Brighter than a shooting star
- 2026-04-08 09:06:00美国经济：就业企稳，经济韧性
- 2026-04-02 08:57:00Navigating near-term pressures; expect growth to resume in 2026E
- 2026-04-01 08:49:00Landmark CDMO deal to fuel future growth
- 2026-04-01 08:44:00Stronger into 2026 on 1.6T ramp and SiPh mix
- 2026-03-31 20:06:00Higher-value CIS mix expansion supports margin resilience
- 2026-03-31 09:29:00First take: 2025 earnings +36% in-line;overseas revenue surged 60% i……
- 2026-03-30 10:03:00Overseas sales could be a positive surprise in FY26
- 2026-03-30 09:11:00Possible positive surprise from new platform
- 2026-03-25 11:46:00Strong CDMO demand to fuel 2026 growth
- 2026-03-20 10:18:00美国经济：联储释放偏鹰信号
- 2026-03-17 08:59:00汽车：氢能新政：重卡高功率与低氢价驱动“自我造血”
- 2026-03-16 16:10:00AI-led PCB growth with substrate upside ahead
- 2026-03-15 15:07:00海外龙头TMT公司业绩启示：资本开支进一步上行，半导体表现占优趋势或延……
- 2026-03-12 19:26:00美国经济：通胀即将反弹
- 2026-03-09 08:46:00美国经济：就业数据发出疲软信号，但噪音较多
