中银国际发表报告指,丘钛科技(01478.HK) 在2024年下半年的出货量、平均售价和利润率方面均取得了强劲的进步。如果加回1.54亿元人民币的印度税收拨备,净利润实际可以达到3.18亿元人民币,大幅超出一致预期。
该行指,公司将继续受益于摄像头模组和指纹识别模组高端化趋势。对于非智能手机业务,公司进入龙头厂商的车载、无人机、XR、激光雷达和机器人项目,获得大量定点和量产项目,开辟了巨大的长期增长潜力。维持其“买入”评级,目标价由5.7元升至11.6元。(ha/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-21 16:25。)
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