7月9日（周三），丘钛科技涨超11%，截至发稿，涨11.28%，报9.77港元，成交额1.29亿港元。
消息面上，丘钛科技披露2025年6月主营产品销售数据，摄像头模组销售合计3434.8万件，环比增加1.3%；同比增加4.1%；其中，手机摄像头模组销售3264.8万件，环比增加0.8%；同比增加1.5%。指纹识别模组销售数量合计1390万件，同比增长7.3%。公告表示，摄像头模组产品销售数量同比略有增长，主要是由于集团继续专注于以中高端手机摄像头模组和其他领域摄像头模组为核心的产品策略。
国盛证券指出，短期来看，公司指引2025年手机摄像头模组：规格升级，3200万像素以上模组数量占比不低于55%，其中潜望式出货量同比增长超过100%。车载+IOT摄像头模组：出货量同比增长不低于40%。指纹模组出货量同比增长不低于20%。该行预计，手机光学高端化需求的持续、公司产品竞争力的迭代，均有望推动公司利润水平持续增长。长期来看，公司进军低空飞行、XR、机器人等新场景，光学大有可为。
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