高偉電子股價大漲38%，4個月暴漲近160%
高偉電子今日跳空上漲，早盤高開近16%，尾盤漲幅進一步擴大，收漲逾38%報5.12港元，自6月末以來累計漲幅近160%，股價創2017年9月以來新高。全天成交近5億港元，換手率高達12.56%，最新總市值42.57億港元。
數據來源：富途牛牛
消息面上，高偉電子昨晚公告，董事會決議向股東派發每股93.206仙特別股息，相當於其每股淨現金的三分之二，將於今年11月5日派付。
另外，昨夜美股蘋果急彈3.1%高收116.5美元，是公司股價大漲的另一重要驅動。今日港股蘋果概念漲幅擴大，其中富智康集團漲4.35%，比亞迪電子漲3.46%，瑞聲科技漲3.12%。
高偉電子主要從事移動設備相機模組設計、製造與銷售，其大部分產品來自蘋果。據業界預計，蘋果將於本月15日推出5G版本iPhone 12。受以上多重因素疊加影響，公司股價創下年內第二高的漲幅。
此前在6月24日，高偉電子曾發佈公告稱2020年中期盈利將明顯改善，導致公司股價在6月30日暴漲逾46%。
據8月初發布的中期業績顯示，公司期內收益3.08億美元，同比增長58.9%；淨利潤2816.4萬美元，同比增長33.6倍；每股盈利3.4美分。
截至6月30日止中期業績
中期盈利的改善主要是受新型冠狀病毒病爆發影響，公司客户訂單增加、產品單價上升，導致公司上半年相機模組業務收益同比增加近60%；然而由於智能手機行業下行導致需求減少，公司藍色濾光片的銷售額亦有所下降。因此，公司上半年光學部件銷售額同比下降近80%。
據中期報告透露，董事會曾認為新冠病毒疫情導致經濟前景極不明朗，因此為未來擴展計劃保留更多現金，不建議派發報告期間的中期股息。
銀河-聯昌證券發表報告稱，高偉電子最終決定派息，表明公司自由現金流量表現強勁，相信未來將維持慷慨的派息政策，估計其2021財年將派發每股7.1美分的股息。
該行還稱，料高偉電子未來可受惠於iPhone銷售強勁及蘋果公司供應鏈的市場份額趨穩定。預計在iPhone 12產品平均售價可提升12%，今年下半財年業績強勁，且增長勢頭在2021財年也可持續。重申對高偉電子收集投資評級，將目標價由5.84港元升至7.23港元。
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