智通财经APP获悉，丘钛科技(01478)午后跌超5%，截至发稿，跌5.03%，报9.07港元，成交额7766.26万港元。
花旗发布研报称，丘钛科技公布12月及全年出货数据，12月手机摄像头模组环比增长13.2%，全年出货量合计4.35亿颗，同比增长6%，好过该行先前预估降3.2%。其中3200万像素及以上摄像头模组12月出货量环比下降0.9%、同比下降11%，导致全年3200万像素及以上摄像头模组占比为48%，低于公司指引的55%。
值得注意的是，非手机领域摄像头模全年出货量按年大幅增长111%，主要受惠于汽车领域表现良好及物联网需求强劲，明显高于公司指引的60%按年增长。花旗下调丘钛科技2026年手机摄像头模组及指纹识别模组的出货量及毛利率假设，以反映智能手机市场疲弱的影响。该行将2026年及2027年每股盈利预测分别下调17%及15%，但仍相信公司凭借非手机业务在2026年可实现超过10亿元人民币的净利润。
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