智通财经APP获悉，丘钛科技(01478)涨超4%，截至发稿，涨3.82%，报8.96港元，成交额2.13亿港元。
消息面上，丘钛科技近期发布2024年度全年业绩，集团收益人民币161.51亿元，同比增长28.89%；股东应占溢利2.79亿元，同比增长240.67%；每股基本盈利23.6分；拟派末期息每股10港仙。此外，公司年报提到将加快发展AI眼镜、AR眼镜、具身机器人等新场景的智能视觉产品。中金表示，看好公司凭借在光学领域的长期积累以及垂直整合能力，在上述新领域实现快速突破。
招银国际发布研报称，维持丘钛科技“买入”评级，目标价由6.79港元上调至9.25港元，认为现时估值吸引。该行表示，整体而言，对公司产品结构改进和非移动CCM扩张持正面看法，微调对其盈测，以反映去年业绩及展望改善，现时对其今明两年每股盈测较市场分别高出24%及27%，并上调估值基础，由原先预测今年市盈率13倍升至17.7倍。未来催化剂包括AI手机及眼镜发表，以及赢得汽车/物联网CCM订单。
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