异动解读 | 丘钛科技股价盘中大涨近14% 年内产品销量及毛利率提升致溢利大增

异动解读
15 Jan

今日盘中, 丘钛科技(01478)股价大涨13.97%,引起市场广泛关注。

丘钛科技发布盈喜公告, 预期2024年度的综合溢利将较2023年度的8,353.1万元人民币增长约200%至280%。主要原因是:

  • 年内人工智能在消费场景进一步普及, 智能手机、智能驾驶及物联网智能终端市场持续向好, 公司相关产品的销售数量上升, 带动营业收入增长;
  • 公司继续坚持以中高端摄像头模组为主的经营策略, 3,200万像素及以上摄像头模组的销售占比显著提升, 高端产品占比上升有助提高产品附加值并改善毛利率水平;
  • 摄像头模组和指纹识别模组的需求回升和规格升级, 令产能利用率明显改善;
  • 联营公司经营业绩同期改善, 归属丘钛科技的联营亏损减少。

此外, 消息显示公司全资附属印度丘钛在相关税务纠纷中获裁定应缴税金额下调约4,285万元人民币至1.1亿元人民币, 有利于减轻企业税费负担。

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