丘钛科技Beginning of earnings upward revision c

招银国际
Jul 11, 2025

一、业绩超预期与目标价上调Q-Tech(1478HK)在2025财年上半年的净利润同比增长150-180%,中位数达3.05亿元人民币,超出彭博共识20%。基于强劲的上半年表现和改善的利润率前景,CMBI将目标价从9.25港元上调至13.21港元,并维持“买入”评级。二、驱动因素与业务展望Q-Tech的盈利增长主要得益于高端摄像头模组(HCM)和非手机类摄像头模组(如物联网/IoT、汽车)的规格...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10