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郭思治: 科通芯城(00400.HK)受惠5G網絡需求擴張 籲候低吸納止蝕位1.7元
阿思達克 05-11 09:26
香港股票分析師協會副主席郭思治稱,全球5G網絡發展正高速前進,衍生的5G生態產業鏈更對芯片的渴求幾何級增長。包括近期市場熾熱的電動汽車、工業自動化的機器人、大健康的醫療器械等的電子裝置都不能缺少芯片,單是一輛電動車所需的半導體含量已有4到5倍的增量。

市場預測2021年半導體市場將達到4,760億美元,複合年均增長率約7.7%1,面對巨大的芯片市場空間及云云芯片企業當中,究竟在港股市場上哪個是標的股票呢?作為提供芯片的應用設計方案和營銷服務——科通芯城(00400.HK)是這個獲利市場的受益者之一。

科通芯城於2020年初完成業務重組,以芯片業務作為核心發展,與全球50%以上的一線高端芯片供應商及80%以上的國內頂尖芯片企業達成代理協議,服務上游百家以上的全球高端芯片供應商和下游數以千家的智能硬件(AIoT)公司。即使在COVID-19疫情影響下,科通芯城仍能延續芯片勢頭,於2020年全年業績中錄得29.2%淨利潤增長至1.87億元人民幣,維持有機增長。同年科通芯城亦成功獲得超過10位機構投資者注資,包括隸屬廣東最大的省屬綜合金融平台的廣東粵財基金。在政府的基金支持下,猜測集團未來進一步拓展進入A股市場。隨著市場對芯片的強勁需求,全球芯片短缺情況持續,而科通芯城的芯片訂單仍能持續至明年初,可見發展趨勢不容忽視,集團預測來年收益更獲雙位增長。建議候低吸納,一旦升越2.13元,上望2.72元,止蝕設於1.70元。

(筆者為證監會持牌人)~

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