港股異動 | 瑞聲科技績前逆市升約11%,中信指其聲學業務料獲更大市場份額,23-24年恢復穩健盈利增長
業績放榜前,$瑞聲科技(02018.HK)$持續活躍,逆市升約11%。瑞聲計劃於今日午間發佈前三季業績。中信表示,MEMS麥克風增量最大,看好瑞聲等廠商獲取更大市場份額。大和指,瑞聲將在2023-2024年恢復穩健的盈利增長,重申“買入”。截至發稿,瑞聲科技漲11.42%,報18.54港元,成交額2.88億港元。
11月9日,中信證券在行業跟蹤報告中表示,聲學產業鏈中,MEMS麥克風增量最大,看好瑞聲科技等專業化聲學廠商獲取更大市場份額。公司車載整體聲學解決方案有望於2022年量產,預計頭枕揚聲器將於2023年交付。MEMS業務端,公司後續將在智能手機基礎上往TWS耳機、智能音箱、平板電腦等方向持續拓展。此前,大和發佈更新報告稱,瑞聲科技將在2023-2024年恢復穩健的盈利增長,原因是需求可能復甦、光學利潤率提升、及蘋果手機業務穩定,重申“買入”評級。
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