大行评级｜中银国际：上调丘钛科技目标价至16.4港元维持“买入”评级

格隆汇2025-08-12

中银国际发表报告指，丘钛科技受惠于安卓智能手机在光学防抖(OIS)与潜望式镜头规格升级趋势，以及凭借与汇顶科技紧密合作的超声波指纹模块持续提升市场份额，上半年业绩表现良好。毛利率创下自2021年下半年以来新高，达7.4%；净利润为3.08亿元，按年增长168%，符合此前盈喜预告。报告指，非智能手机业务如物联网及汽车模块已成为丘钛科技关键增长引擎，上半年贡献摄像头模块总营收的23.9%。鉴于...

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大行评级｜中银国际：上调丘钛科技目标价至16.4港元 维持“买入”评级

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大行评级｜中银国际：上调丘钛科技目标价至16.4港元维持“买入”评级