瑞信:维持丘钛科技(1478.HK)“跑赢大市”评级 目标价9港元
瑞信发表报告表示,近日与丘钛科技(
1478.HK
)
投资者关系代表进行会面,公司管理层料旗下微型手机摄像头模组(CCM)付运及产品平均售价增长具信心,相信主要受高规格模组付运所推动、3D飞行测距(ToF)付运、前置趋向更微型化、第三季三镜头模组付运所推动等。
该行指,丘钛指旗下手机三镜头模组付运自今年第三季开始,虽然目前规模较少,但其产品平均售价是目前旗下微型手机摄像头模组(CCM)售价的4至5倍。丘钛管理层指旗下特薄及屏下指纹识别传感器可于今年年底付运。瑞信表示,维持对丘钛科技“
跑赢大市
”投资评级及目标价9港元。
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