招银国际发表研究报告指，丘钛科技(01478.HK) 去年收入及纯利分别按年升29%及241%，大致符合预期，受惠相机摄像头模组(CCM)销售按年升28%，且去年毛利率改善2个百分点至6.1%。
该行指，整体而言，对公司产品结构改进和非移动CCM扩张持正面看法，该行微调对其盈测，以反映去年业绩及展望改善，现时对其今明两年每股盈测较市场分别高出24%及27%，并上调估值基础，由原先预测今年市盈率13倍升至17.7倍，目标价相应由6.79元上调至9.25元，认为现时估值吸引，维持其评级为“买入”。未来催化剂包括AI手机及眼镜发表，以及赢得汽车/物联网CCM订单。(ca/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-18 16:25。)
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