智通财经APP获悉,里昂发布研报称,维持丘钛科技(01478)“跑赢大市”评级,目标价由9.1港元调升至9.3港元。该行认为丘钛科技去年净利润同比增241%,符合早前公布的盈利预期区间。去年下半年毛利率持续改善,较上半年增长1.7个百分点至6.9%。
里昂认为,丘钛科技在高级手机摄像头模组(CCM)的产品组合占比会持续扩张,而且公司亦正扩展汽车或物联网CCM以及LiDAR等新商机。该行表示,由于指纹辨识模组业务亏转盈的进度优于预期,上调集团今明两年的盈测7%及2%,分别至4.3亿及5.1亿元人民币。
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