港股异动 | 丘钛科技(01478)回落逾3% 业务前景能见度有限 管理层仍有信心实现出货量及利润率提升
丘钛科技(01478)回落逾3%，截至发稿，跌2.95%，报4.61港元，成交额2572.97万港元。
消息面上，丘钛科技发布中期业绩，收益人民币76.75亿元，同比增加40.15%；公司股权持有人应占溢利1.15亿元，同比增加453.95%。大华继显维持丘钛“买入”评级，目标价由6.5港元降至6港元，以反映对Android供应链今年第四季起表现较为审慎的看法。该行指出，虽然业务前景能见度有限，但在需求复苏、非手机产品强劲增长、规格升级，以及高端市场份额提升的支持下，管理层仍有信心实现出货量及利润率按年提升。
摩根士丹利发表报告指，丘钛科技上半年业绩表现强劲，符合预期。丘钛管理层预计下半年手机摄像头模组的出货量将维持在上半年相近的水平。至于平均售价和利润率，目标是在产品组合改善的基础上取得更好的成绩，但竞争格局、汇率变动和新产品的收益率仍存在不确定性。该行继续认为丘钛可能在下半年取得进一步的盈利复苏。
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