丘钛科技:手机光学驱动利润弹性 汽车及XR提振估值

开源证券
10 Mar

国补刺激及手机光学升级驱动利润弹性,ADAS 下沉及XR 起量提振估值手机光学升级带来产品结构继续改善、车载和IoT 业务进展顺利、超声波指纹模组有望继续放量,预计2024-2026 年公司营业收入分别为164/193/208 亿人民币,对应同比增长31%/18%/8%;照相模组ASP 改善、车载及IoT 模组稼动率提升,我们预计2024-2026 年公司归母净利润分别为3.1/6.4/7.9 亿...

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