丘钛科技(01478)今日盘中大涨5%,引起市场高度关注。这主要是因为公司预计2024年利润将大幅增长200%至280%,远超市场预期。
分析人士指出,公司利润大增主要获益于以下两个因素:第一,智能手机、智能驾驶及物联网等领域市场需求持续向好,推动了公司相关产品如高像素摄像头模组和指纹识别模组的订单增长。第二,公司不断优化产品结构,高端产品占比提升,进一步拉升了产品整体毛利率水平。
同时,分析师认为公司未来几年仍将持续获益于 AI 驱动的智能手机升级换代潮流。随着 AI 渗透加深,终端对影像传感、语音交互等功能的需求将持续提升,有利于公司摄像头、指纹识别等高端零组件出货量和价格的同步增长。有券商高度看好公司前景,给予"买入"评级,称公司股价较现价有20%的上涨空间。
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