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大行評級|星展:上調瑞聲科技目標價至61港元 上調今明兩年盈利預測
格隆匯 03-25 14:43

星展發表研究報告指出,內地對人工智能(AI)及人形機器人的熱潮,提振對聲波傳感器及精密零件的需求,而AI智能電話加快普及將繼續推高麥克風的滲透率及毛利率。該行上調對瑞聲科技今明兩年的盈利預測10%及23%,主要反映期內毛利率預測各上調0.4個及1個百分點,以及2024年至2026年的盈利年均複合增長率達31%的預測。該行將目標價由56港元上調至61港元,維持“買入”評級。

另外,該行亦提到,料公司光學業務在今明兩年維持穩定的收入增長,分別達11%及16%,主要因爲其進取的定價策略,以市佔率擴張計高於同業。該行亦料,該板塊毛利率會由去年的22%恢復至明年的26%,料驅動估值重評。

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