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大行評級|中銀國際:上調丘鈦科技目標價至11.6港元 維持“買入”評級
格隆匯 03-24 10:31

中銀國際發表報告指,丘鈦科技在2024年下半年的出貨量、平均售價和利潤率方面均取得了強勁的進步。如果加回1.54億元的印度稅收撥備,淨利潤實際可以達到3.18億元,大幅超出一致預期。該行指,公司將繼續受益於攝像頭模組和指紋識別模組高端化趨勢。對於非智能手機業務,公司進入龍頭廠商的車載、無人機、XR、激光雷達和機器人項目,獲得大量定點和量產項目,開闢了巨大的長期增長潛力。

該行維持對其“買入”評級,目標價由5.7港元上調至11.6港元。

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