智通财经APP获悉,贝克微(02149)再涨超7%,截至发稿,涨7.64%,报51.45港元,成交额1100.16万港元。
消息面上,贝克微近日公布,拟配售最多300万股新H股,配售价每股40港元,较上一交易日收盘价44.65港元折价约10.41%,配售事项所得款项净额约1.17亿港元,拟用于增加对上游制造资源的投资,包括但不限于自建晶圆厂及加强与现有晶圆厂合作;及其他一般营运资金。
招银国际此前指出,贝克微专注于工业级模拟芯片细分市场,需求多元且长尾化,同时竞争相对较小(与消费级模拟芯片市场相比)。预计贝克微在2025-27年的收入增速将达到27-33%,净利率将维持在28%左右。重申“买入”评级,目标价上调至69.5港元。
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