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兆易创新_2025 年第二季度预览；盈利动能回升；因第三季度增长加速，重申 “买入” 评级Gigadevice (.SS)_ 2Q Preview; earnings momentum is picking up; reiterate Buy on growth acceleration into 3Q25E
2025-07-24 05:03
Research | Equity Jin Guo +86(21)2401-8943 | jin.guo@goldmansachs.cn Goldman Sachs (China) Securities Company Limited Allen Chang +852-2978-2930 | allen.k.chang@gs.com Goldman Sachs (Asia) L.L.C. | Exhibit 1: 2Q25E snapshot | | | | | | | --- | --- | --- | --- | --- | --- | | | | | | | GSe vs. | | Rmb mn | 2Q25E | YoY | QoQ | Cons. | Cons. | | Revenue | 2,371 | 20% | 24% | 2,245 | 6% | | GM (%) | 39.2% | 1ppts | 1.7ppts | 38.4% | 0.8ppts | 24 July 2025 | 7:38AM CST Gigadevice (603986.SS): 2Q Preview; earning ...
