---
title: "《大行》招銀國際料丘鈦非手機業務持續增長  降目標價至 13.18 元"
description: "招銀國際預計丘鈦科技非手機業務將持續增長，去年盈利預計增長 400% 至 450%。該行認為非手機業務將成為主要增長動力，預計 2025 至 27 財年收入年均複合增長率達 48%。目標價由 14.5 元降至 13.18 元，重申「買入」評級。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/272799745.md"
published_at: "2026-01-16T06:56:37.000Z"
---

# 《大行》招銀國際料丘鈦非手機業務持續增長  降目標價至 13.18 元

> 招銀國際預計丘鈦科技非手機業務將持續增長，去年盈利預計增長 400% 至 450%。該行認為非手機業務將成為主要增長動力，預計 2025 至 27 財年收入年均複合增長率達 48%。目標價由 14.5 元降至 13.18 元，重申「買入」評級。

招銀國際研究報告指，丘鈦科技 (01478.HK) 發盈喜，預計去年盈利按年增長 400% 至 450%，勝該行及市場預期，主要受非手機業務增長、攝像模組及指紋模組升級、印度業務處置收益，以及旗下新鉅科技盈利轉虧為盈所推動。

該行預期非手機業務將成為主要增長動力，2025 至 27 財年收入年均複合增長率達 48%，並於 2026 及 27 財年分別貢獻總收入 40% 及 47%，對比 2025 財年為 28%。

該行認為目前該股估值吸引，重申「買入」評級；基於更新目標市盈率，目標價由 14.5 元降至 13.18 元。

### Related Stocks

- [01478.HK - 丘鈦科技](https://longbridge.com/zh-HK/quote/01478.HK.md)

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