金吾财讯 | 招银国际表示，贝克微(02149)于5月21日完成了总额为1.2亿港元的定向增发，以每股40港元配售300万股。本次募资净额将用于：1）加大对上游制造资源的投入（包括但不限于自建晶圆厂及强化与现有晶圆厂的合作）；2）补充一般营运资金。该行认为本次增发将有助于公司巩固其上游制造能力，这对于公司未来的扩张至关重要，尤其考虑到工业级模拟IC市场的长尾特性。同时，此轮融资也将增强公司的现金储备，为其日常运营注入更多流动性支持。该行指，公司目前仍是该行重点推荐的标的之一，预计2025E–2027E年收入年增速达27%-33%，毛利率维持在53%-54%之间。维持“买入”评级，目标价不变，仍为69.5港元。
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