智通财经APP获悉，丘钛科技(01478)再涨近6%，截至发稿，涨4.46%，报10.78港元，成交额3820.27万港元。
消息面上，丘钛科技发布盈喜，预计中期净利润同比升1.5倍至1.8倍，中位数3.05亿元人民币，较市场预期高出20%，并达到该行全年预期的54%。招银国际指出，2025年下半年，看好高端智能手机摄像头模组(CCM)需求、非手机如物联网及车载领域的摄像头模组势头，以及超声波指纹识别模组(FPM)升级周期；料下半年收入及净利润分别同比升25%及1.62倍。
花旗预计，市场对公司盈喜有正面反应，对舜宇光学科技亦有积极作用，显示即使出货量减少，产品组合改善仍可带来潜在利润增长。公司指利润上升主要归因于手机摄像头模组产品组合有利推动增长及毛利率改善; 指纹识别模组产品收入增长及毛利率改善，以及联营台湾新巨科的经营业绩改善。
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