Jefferies SELL

2Q26 Big Beat; Stronger Outlook for Longer TARGET ESTIMATE CHANGE

Aug 16, 202610 pages页

From the report报告摘录Revenue & Margin Acceleration: 54% YoY revenue growth (Rmb10,884M) and gross margin expansion +5.8ppt to 32.6% driven by CCL price hikes, AI mix optimization, and capacity ramp to 8-9m sheets/month by 2025, with M6+…

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