丘钛科技:手机光学及指纹升级趋势确定 驱动利润上修潜力

开源证券
18 Mar

手机光学及超声波升级趋势确定,全年利润存在上修潜力考虑到公司手机摄像模组及指纹模组毛利率有望提升、经营费用率有望降低,我们将2025 年归母净利润预测由6.4 亿上调至6.7 亿元,维持2026 年预测7.8 亿元,新增2027 年预测9.0 亿元,同比增长139%/17%/16%,EPS 分别为0.6/0.7/0.8元。当前股价7.63 港币对应2025-2027 年12.5/10.7/9.3 ...

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