S084 Hikvision: Where Do Gross Margins Come From, and How Much Can They Sustain?

In-depth Analysis of Q3 Memory Industry Reports

S083 Amlogic: In a year of rising storage prices, whoever raises their profit margin first will b...

170 Private Large-Scale Petrochemical Q3 Reports: The Bulk of Rongsheng and Hengyi's Profits Come...

169 Lithium Battery Q3 Reports: With Lithium Prices Falling, Both Lithium Sellers Earned Less Tha...

S082 Lianxun Instrument: One Quarter's Earnings ≈ 8x Last Year's Total

ZB014 Market Weekly: This Round of Chip Stocks, A-Shares Fell First

168 Two-Wheelers Going Global: Profit Margins Depend on the Product, Risks Depend on the Market

167 Tariff Refunds: Whose Money Is It, and Does It Count as Operating Income?

166 Catering Industry Mid-Year Report Deep Dive: More Customers at Established Stores, Yet Over 1...

165 Deep Dive into Green Energy Operations: China Three Gorges' Power Output is Steady, Yet Profi...

S081 Xiamen ITG Interim Report: Breaking Down the 420 Million Profit into Three Parts

S080 Di'an Diagnostics Interim Report: Revenue Is Down, Profits Are Up Over 21-Fold

S079 Xianglong Xinchuang Member Deep Dive Final

S078 Aohai Technology Interim Report: 59% of Revenue Bought for One Dollar

164 Deep Dive into PV Auxiliary Materials: Mainstream Materials Lost 14.9 Billion in Six Months, ...

163 Smart Meter Deep Dive: State Grid Tenders Drop by 30%, Profits Plunge for 9 Out of 10 Companies

162 In-Depth Look at the Courier Industry: One Firm Rejects Packages While Another Aggressively G...

S077 Member Deep Dive · CVTE: One Quarter’s Earnings Surpass the Entire Previous Year

S076 Member Deep Dive · Yisheng Shares: After a 50x Profit Surge, Market Chick Prices Plummet by ...

161 Tire Industry In-Depth: Slower Production Lines, Yet Four Times the Profit of Domestic Operat...

Natural Rubber Deep Dive: Rubber Prices Hit a Seven-Year High, While Hainan Rubber Posts Ten Cons...

159 Intersatellite Laser Interim Report Audit: 16 Companies List It as a Product or Project, Yet ...

158 航运深度：运油的船运得更少，利润翻了一倍多

157 Second-Tier PCB Interim Report Breakdown: Five Companies Disclose Overseas Factory Profits an...

S075 Member Deep Dive · Yuanjie Technology: Product Mix Only Explains 38% of the 80.4% Gross Margin

ZB013 Weekly Market Recap: Betting on the Long Term—183 Out of 186 Semiconductor Stocks Rally

156 Intelligent Driving Domain Control Depth: First in Cockpit, No Money in Driver Development | ...

155 Deep Dive into the Gaming Industry: 10 Billion Spent on Development, 20 Billion Spent on User...

S074 Member Deep Dive · Guide Infrared: Where Did the Profits Come From, and Where Did the Pre-pa...

154 重卡产业链拆解：前八个月多卖一成六，八月单月已经转负

153 量贩零食渠道重构：毛利压到三分之一，行业第一的杠杆比老牌低

S073 会员深度 · 大普微：131 天成本滞后、2 亿税盾与出海误读

152 Astra 算力账单：窗口没做大，是把杯子装满了

S072 会员深度 · 荣昌生物：一笔授权款，两种记法，拿掉之后

ZB012 市场一周：涨的是执行日——这条链五天没发一封新涨价函

149会员 玻璃基板TGV：73家中报翻完，一台订单这个说法说窄了

151 动力电池回收：不是回收不赚钱，是电池还没退下来

150 再生资源回收：名字叫回收，账本长得像金属

S071 Wolk Interim Report: Double-Digit Revenue Growth, Yet Earnings Per Share Declined

149 玻璃基板 TGV 深度：全链查到一台设备订单，和一个亏 465 万的分部

S070 聚辰股份中报：净利润几乎等于营业收入

S069 中电港中报：同一门生意，两条曲线

148 厄尔尼诺与饲料成本：它打的是饲料，不是渔业股

146 AI 漫剧产业链：50 家半年报数五个词，15 家提过，0 家给金额

ZB011 每周市场复盘：中报考第一名的，这周跌得最狠

S068 电气风电 2026 中报：不缺活儿，缺能赚钱的活儿

147 高频覆铜板深度：AI 要的是 M6，做 PTFE 的那家在给基站发货

145会员 水泥行业会员深度：谁付得起这一轮出清的门票

145 水泥行业深度：产量退回十七年前，收窄了一年又掉回去

144会员 CXL内存互连：什么时候才对报表有意义

144 CXL 内存互连深度：跑起来的不是内存池，是拆机的内存条

143 面板OLED周期深度：价格转了一圈回到原点，利润却涨了六成

142 制冷剂配额深度：一段毛利率 55%，一段 5%，中间差的是一张纸

141 铁路装备：高级修招标涨到 787 组，中车的修车收入反而降了

S066 青龙管业：送它上高点的那份订单，不是水管

133会员 高速铜连接：账面赚136亿，现金只收回18亿

ZB010 每周复盘：63%的股票在涨，创业板指却跌了3.42%

S067 泰格医药中报：三个口径，三个答案

140 HBM 封装路线深度：说好的工艺换代，为什么被推迟了一代