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研報掘金丨西部證券:首予匯頂科技“買入”評級,目標價72.97元

西部證券研報指出,目前匯頂科技(603160.SH)已經成為全球最大的指紋方案提供商,可提供電容、屏下光學、超聲波方案在內的全系列產品,其中光學指紋產品2023年在安卓手機市場市佔率達到近70%;超聲波指紋傳感器於24H1在vivo等終端產品規模應用,並預計於24Q4實現大規模商用。觸控方面,公司觸控及主動筆方案支持小/中/大尺寸產品,是國內手機品牌摺疊屏觸控及主動筆方案的主流供應商,車載觸控產品也在比亞迪、小鵬等車型上實現商用。採用可比公司估值法,預計匯頂科技2024年目標市值334.22億元,目標價72.97元,首次覆蓋,給予“買入”評級。

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