郭思治: 科通芯城(00400.HK)受惠5G网络需求扩张 吁候低吸纳止蚀位1.7元
香港股票分析师协会副主席郭思治称,全球5G网络发展正高速前进,衍生的5G生态产业链更对芯片的渴求几何级增长。包括近期市场炽热的电动汽车、工业自动化的机器人、大健康的医疗器械等的电子装置都不能缺少芯片,单是一辆电动车所需的半导体含量已有4到5倍的增量。
市场预测2021年半导体市场将达到4,760亿美元,复合年均增长率约7.7%1,面对巨大的芯片市场空间及云云芯片企业当中,究竟在港股市场上哪个是标的股票呢?作为提供芯片的应用设计方案和营销服务——科通芯城(00400.HK)是这个获利市场的受益者之一。
科通芯城於2020年初完成业务重组,以芯片业务作为核心发展,与全球50%以上的一线高端芯片供应商及80%以上的国内顶尖芯片企业达成代理协议,服务上游百家以上的全球高端芯片供应商和下游数以千家的智能硬件(AIoT)公司。即使在COVID-19疫情影响下,科通芯城仍能延续芯片势头,於2020年全年业绩中录得29.2%净利润增长至1.87亿元人民币,维持有机增长。同年科通芯城亦成功获得超过10位机构投资者注资,包括隶属广东最大的省属综合金融平台的广东粤财基金。在政府的基金支持下,猜测集团未来进一步拓展进入A股市场。随着市场对芯片的强劲需求,全球芯片短缺情况持续,而科通芯城的芯片订单仍能持续至明年初,可见发展趋势不容忽视,集团预测来年收益更获双位增长。建议候低吸纳,一旦升越2.13元,上望2.72元,止蚀设於1.70元。
(笔者为证监会持牌人)~
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