花旗发表研报指，丘钛科技(01478.HK) 2024财年业绩表现与指引及该行预测一致，下半年的屏下指纹识别模组(FPM)业务利润率为市场带来惊喜。该行将丘钛目标价由8.2元上调至8.8元，维持“买入”评级。
花旗将丘钛摄像头模组(CCM)出货量增长预测由10%下调至3%，手机摄像头模组(HCM)预计持平，其他产品受高级辅助驾驶系统(ADAS)及尖端人工智能(AI)趋势推动，预计按年增长100%。
花旗亦将2025财年CCM平均销售价格增长率由4%上调至17%，主要基于预期光学防震CCM出货量将增长29%；潜望镜CCM出货量将增长100%；汽车CCM亦将成长 100%。另外，该行亦将FPM出货量增长率由15%上调至20%，将平均销售价格增长率由8%下调至5%。该行同时将丘钛2025至2027财年纯利预测分别上调7%、0%及1%。(js/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-03-17 16:25。)
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