招银国际研究报告指，丘钛科技(01478.HK) 盈喜料中期净利润按年升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%。
至于2025年下半年，该行看好高阶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元升至13.21元，重申“买入”评级。(ss/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 16:25。)
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