金吾财讯 | 丘钛科技(01478)午后延续升势，涨幅一度扩大至10.05%，高见6.35港元，截至发稿，仍涨9.53%，报6.32港元，成交额1.24亿港元。公司日前发布盈喜，预期公司去年年度之综合溢利同比增长约200%至280%。光大证券表示，鉴于手机摄像模组、指纹识别模组盈利能力持续改善，上调24-26年净利润预测30%/49%/35%至3.07/4.86/6.10亿元人民币。考虑到：1）手机摄像头模组量价齐升有望驱动25年盈利超预期；2）车载、IoT领域有望构筑长期增长点，上调至“买入”评级。
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