核心平台需求触底，降本增效有望驱动毛利率改善，维持“买入”评级我们预计2025年收入22亿美金同比增长11%，主要考虑到公司MCU平台ST、英飞凌等新客户导入、功率触底；考虑到公司降本战略，推进设备、原料、零部件本地化，我们预期公司2025年毛利率或有望改善至12.1%。我们维持2025-2026年归母净利润预测0.9/1.2亿美金，新增2027年归母净利润预测1.5亿美金，同比增长62%/30%...
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