智通财经APP获悉，高伟电子(01415)早盘涨超6%，截至发稿，涨3.48%，报23.76港元，成交额3590.29万港元。
消息面上，高伟电子发布公告称，上半年营收约16.05亿美元，同比增长18.0%；本公司权益股东应占净利润约8987.40万美元，同比增长33.3%。期内每股基本盈利为10.4美仙，同比增长33.3%。业绩增长主要受惠于客户需求增加、高端产品出货提升以及产品组合持续优化。
招商证券发布研报称，上半年业绩逆势增长，我们认为主要系苹果iPhone上半年销量超预期，而且高伟还有份额提升、生产良率提升和高效成本管控的alpha，且在上半年物料涨价背景下，高伟仍通过自身经营效率提升，带动净利率同比逆势增长。
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