大行评级丨中银国际：下调丘钛科技目标价至12.6港元，下调今明两年净利润预测

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中银国际发表研报指，丘钛科技2025年业绩符合盈喜和市场预期，营运净利润和印度子公司处置收益分别为7亿元和8亿元。即使2026年储存问题将对所有业务板块造成压力，公司在物联网和汽车业务发展方面，包括AI眼镜、汽车摄像头模块、无人机和手持相机等，受到影响相对较少。该行将公司今年和明年净利润预测分别下调12%和10%，以反映全球智能手机和其他消费电子产品的预期下降以及利润率承压；目标价由13.9港元...

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