智通财经APP获悉，招银国际发布研报称，维持瑞声科技(02018)“买入”评级，将其目标价由40.83港元上调至53.48港元。该行将瑞声科技2024至2026财年每股盈利预测上调1%至4%，并认为公司多重增长驱动因素及利润率改善将在今年持续。
招银国际指出，瑞声科技发布盈喜预告，预计去年盈利同比增长1.3倍至1.45倍，达17亿至18.2亿元人民币，以中位数计与该行预期相符，且较市场预期高出5%。业绩强劲主要得益于全球智能手机市场复苏、各业务板块(声学/MEMS/全品类设备触感/haptics/热学/光学)的规格升级、汽车音响PSS集成及效率提升。
展望今年，该行认为瑞声科技将持续受益于人工智能(AI)/可折叠手机的内容价值提升(利好声学/MEMS/热学/全品类设备触感/铰链/光学业务)、AI智能眼镜(利好MEMS/声学业务)，以及汽车音响领域的订单增长(如小米集团-W(01810)、华为、理想汽车-W(02015)、小鹏汽车-W(09868))。
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