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丘鈦(01478.HK)續挫12%曾失百天線 下修全年攝像頭模組出貨數量目標
阿思達克 07-19 09:48
丘鈦科技(01478.HK)料中績多賺四至六成,但下修全年攝像頭模組出貨數量按年僅增長不低於25%預測﹐野村下調對其投資評級至「中性」及維持目標價19元。該股繼上周五由約四個半月高位回落後,今早曾一舉跌破20天、10天及100天線(15.6元、15.85元及14.54元),一度最低見14.34元,現造14.8元,下挫12%,成交增至517萬股。

丘鈦上周五收市後公布,受惠於攝像頭模組產品結構繼續優化推動其附加值增加、全自動數字化智能工廠改造成效進一步展現、攝像頭模組和指紋識別模組產品銷售數量均實現穩健增長,產能利用率提升,預計中期純利較上年同期3.36億人民幣增長40%-60%。不過。公司下修攝像頭模組出貨數量目標,主因是去年業績公告所訂出貨數量目標將面臨較大挑戰,故將今年攝像頭模組出貨數量按年增長目標由原先按年增長不低於30%,下修至按年增長不低於25%。

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