3月24日，贝克微（02149.HK）股价在盘中大涨12.75%，创上市以来新高。截至发稿，该股报价40.25港元，成交额显著放大。
贝克微近日公布的2024年度业绩成为推动股价上涨的主要因素。公司2024年实现收入5.79亿元人民币，同比增长24.8%；年内利润1.67亿元人民币，同比大增52.6%。值得注意的是，公司的净利润增幅远超市场预期，招银国际表示该数据超出其预期14%。
招银国际在最新研报中重申了对贝克微的"买入"评级，并将目标价上调至69.5港元。分析师指出，贝克微专注于工业级模拟芯片这一细分市场，该市场需求多元且长尾化，同时竞争相对较小。预计2025-2027年公司收入将保持27%-33%的年增长，净利率稳定在约28%。此外，公司通过优化基于机器学习的半自动化芯片设计方法、持续推出工业类新产品以及深度拓展重要客户等措施，进一步巩固了其市场地位。这些积极因素共同推动了投资者对贝克微未来发展前景的信心，从而带动股价大幅上涨。
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