招银国际发表研究报告指,丘钛科技发盈喜,预计中期净利润按年升1.5倍至1.8倍,中位数3.05亿元较市场预期高出20%,并达到该行全年预期的54%。至于2025年下半年,该行看好高阶智能手机摄像头模块(CCM)需求、非手机如物联网及车载领域的摄像头模块势头,以及超声波指纹识别模块(FPM)升级周期;预计下半年收入及净利润分别按年升25%及1.62倍。 该行将丘钛科技2025至2027年每股盈利预测上调21至30%,以反映强劲的中期表现及更乐观的毛利率前景;目标价由9.25港元上调至13.21港元,重申“买入”评级。
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