港股異動 | 丘鈦科技高開2.25% 11月攝像頭模組銷量同比增長66%
格隆匯12月9日丨丘鈦科技(1478.HK)高開2.25%,報12.7港元,暫成交153萬港元,最新總市值145億港元。丘鈦科技上週五(6日)晚間公佈,集團11月攝像頭模組銷售數量為4200.7萬件,同比升66%,環比升7%;指紋識別模組銷售數量為1206.7萬件,按年升21%,按月升22.6%。攝像頭模組產品銷售數量按年增加,主要是由於集團於攝像頭模組市場的佔有率上升。瑞信近日發研報稱,預計丘鈦2020至2021年攝像頭模組出貨量有16%至17%的增長,主要是三或四鏡頭採用率上升帶動市場自然增長,以及集團在主要安卓代工生產廠商的市佔率上升。上調丘鈦科技目標價至13.4港元,基於2020年每股盈利預測18倍,維持“跑贏大市”評級。
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