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《大行》招銀國際升瑞聲科技(02018.HK)目標價至63.54元 料上半年淨利潤升逾六成
招銀國際研究報告指,預期瑞聲科技(02018.HK)上半年收入及淨利潤分別按年增長24%及66%,主要由美國主要客戶的聲學及觸覺產品規格升級、散熱產品訂單增加、汽車聲學客戶訂單獲取,以及光學業務盈利能力改善所推動。 展望今年下半年及2026年,憑藉在多條產品線的技術領先優勢,該行認爲瑞聲科技已具備充分條件,能把握AI手機、AI眼鏡、車用聲學和光學產品,以及機械人等領域的新商機和規格升級趨勢。 該行將2025至27年每股盈利預測上調8%至12%,主要反映光學和精密結構件業務增長超出預期,以及光學產品盈利能力改善。目標價由58.78元升至63.54元,維持「買入」評級。
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