智通财经APP获悉,丘钛科技(01478)再涨超6%,截至发稿,涨5.4%,报7.22港元,成交额3975.56万港元。
消息面上,丘钛科技此前发布盈喜,预期集团2024年度的综合溢利较2023年度的8353.1万元增长约200%至280%。此外,丘钛科技公布,1月9日,印度丘钛收到评税部门的纠正令,税款连利息总额下调约5.03亿卢比(折合约4285万元),应缴总额调整为12.95亿卢比(折合约1.1亿元)。
花旗表示,以中位数2.84亿元计,丘钛盈喜较该行及市场预期的2.77亿元人民币高出3%。中金则表示,展望2025年,光学或仍是手机微创新的主要切入点,看好手机摄像模组的盈利改善趋势延续。指纹识别模组方面,1H24毛利率仍处于亏损状态,随着更高端的超声波模组出货增加,2H24和2025年指纹识别模组毛利率有望继续修复,甚至扭亏。
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