鸿腾精密早盘涨超5% 机构料未来公司盈利能力有望提升

新浪港股
24 Jan
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  鸿腾精密(06088)早盘上涨5.20%,现报4.05港元,成交额1.23亿港元。

  中信建投此前指出,鸿腾精密是精密零组件领域全球头部厂商,鸿海是公司实际控制人。AI发展带动算力基础设施建设,连接系统架构向更加高速升级。鸿腾精密高速连接系统方面布局涵盖铜连接、光模块等领域,有望充分受益。随着业务规模的扩大、提质增效的持续推进,未来公司盈利能力有望提升。

  招银国际指出,管理层预期FY25-27E三年20% CAGR收入增长目标,2024年服务器/互连业务收入将同比增长15-20%,AI服务器相关产品收入将占收入8-10%,主要受到铜连接器产品的出货增长驱动,以及包括MCIO和高速I/O产品的快速放量。

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