智通财经APP获悉，贝克微(02149)涨超12%，高见47.55港元刷新上市以来新高，年内股价累涨超七成。截至发稿，涨12.61%，报46港元，成交额457.41万港元。
消息面上，贝克微此前发布2024年度业绩，收入5.79亿元，同比增长24.8%；年内利润1.67亿元，同比增长52.6%；每股盈利2.78元。据悉，收入增长主要得益于基于机器学习的半自动化芯片设计方法的优化、工业类新产品的持续推出、重要客户的深度拓展等。
招银国际研报指出，贝克微2024年净利润同比大增52%至1.67亿元人民币，超出该行预期的14%。毛利率同比下降2.4个百分点至53%，由于存货跌价准备影响。剔除此影响后，管理层表示全年毛利率基本保持稳定。公司持续专注工业级模拟芯片这一细分市场，需求多元且长尾化，同时竞争相对较小（对比消费类模拟芯片市场）。该行预计2025-2027年公司收入将保持27%-33%的年增长，净利率稳定在约28%。重申“买入”评级，目标价上调至69.5港元，对应2025年18倍P/E。
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