研报掘金|中金:上调丘钛科技目标价至6.42港元 给予“跑赢行业”评级

格隆汇
16 Jan

中金发表研报指,丘钛预告2024年净利润按年按年增长200%至280%,符合市场预期,主要由于份额提升、产品结构高端化、毛利率改善、归属集团的联营公司亏损按年收窄。手机光学方面,考虑到高端模组附加值更高且占用更多产能,中金认为丘钛2024年下半年手机摄像模组的ASP及毛利率都有望录得增长。展望2025年,该行认为光学可能仍是手机微创新的主要切入点,看好手机摄像模组的盈利改善趋势延续。指纹识别模组...

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