花旗发表研究报告指,丘钛科技(01478.HK) 上半年业绩低于市场预期,主要是由于不利的摄像模组产品组合及指纹识别模组产能利用率偏低,导致毛利率疲弱,加上物联网与高端汽车产品研发费用增加。该行指出,丘钛科技的手机业务因内存价格上升而受压,但客户结构改善,整体业务应受惠旗舰项目获胜而跑赢行业。基于上半年的公司业绩及前景,下调公司2026至28年盈测13至16%,目标价由9元降至6.9元,维持“中性...
Source Link花旗发表研究报告指,丘钛科技(01478.HK) 上半年业绩低于市场预期,主要是由于不利的摄像模组产品组合及指纹识别模组产能利用率偏低,导致毛利率疲弱,加上物联网与高端汽车产品研发费用增加。该行指出,丘钛科技的手机业务因内存价格上升而受压,但客户结构改善,整体业务应受惠旗舰项目获胜而跑赢行业。基于上半年的公司业绩及前景,下调公司2026至28年盈测13至16%,目标价由9元降至6.9元,维持“中性...
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