智通财经APP获悉，丘钛科技(01478)再涨近7%，近两周累计涨幅已超33%。截至发稿，涨6.41%，报7.47港元，成交额4145.37万港元。
消息面上，丘钛科技此前发布发布盈利预告，预计24年净利润同比上升200%至280%至2.51亿至3.17亿元人民币，由于安卓手机需求复苏，公司市占率上升带动手机摄像模组、指纹识别模组出货量提升；光学规格升级驱动手机摄像模组产品结构优化，ASP及产能稼动率提升；指纹识别模组盈利能力改善；联营公司新巨科技亏损减少。
光大证券指出，丘钛科技手机摄像模组、指纹识别模组盈利能力持续改善；车载、IoT模组出货量延续高速增长。该行指出，全资子公司印度丘钛与印度税务部门纠纷的上诉案件仍在进行中。公司根据相关事件涉及的税项金额进行24年计提拨备，关注后续案件进展，倘若应缴所得税进一步更正下调，25年有望拨回部分拨备。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.