大摩升丘钛科技(1478.HK)目标价至6港元维持“与大市同步”评级
摩根士丹利报告指出,丘钛科技(01478.HK)半年盈利达1.81亿元人民币,处于盈利预测高端,主因微型手机摄像头模组(CCM)毛利率改善,以及营运开支下降。管理层将今年CCM销量按年增长指引由30%调升至50%。

该行指,虽然预期下半年CCM销量增长持续强劲,惟料均价仍然受压,因大部份模组以单镜头出货。另外,人民币汇率波动,将拖累短期利润,因大约50%采购成本为美元计价。该行续称,指纹识别模组毛利率胜预期,归因於内嵌指纹识别技术普及,惟销量增大,下半年定价及利润趋下行方向。由於上述原因,及忧虑外汇波动及终端需求的潜在影响,该行维持集团“与大市同步”评级,目标价由5.4港元升至6港元。
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