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研報掘金丨中郵證券:維持格科微“買入”評級,手機CIS產品出貨量爲全球第二
格隆匯 05-20 15:51
中郵證券研報指出,格科微(688728.SH)2024年實現歸母淨利潤1.87億元,同比+287.20%。公司2024年手機CIS產品出貨量爲全球第二,佔比約爲23%。同時,公司成功量產多光譜CIS,爲智能手機色彩還原和智能化檢測應用賦能。臨港工廠50M CIS量產,單芯片高像素芯片集成技術競爭力不斷增強。公司持續關注相關新興市場發展,並積極推進相關技術研發進展與產品落地,預計應用於AI眼鏡領域的產品將在2025年實現量產。公司已具備AMOLED驅動芯片產品的相關技術儲備,將很快推出AMOLED顯示驅動IC產品。未來AMOLED顯示驅動IC也將成爲公司的重要增長點。維持“買入”評級。
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