花旗发布研报称，目前予丘钛科技(01478)"买入"评级及12港元目标价。丘钛科技昨日(13日)收市后发布 盈喜，料去年全年净利润料同比升4至4.5倍，至13.95亿至15.35亿元人民币，中位数较该行预期的16.63 亿元人民币低12%，但高于市场预期。强劲增长来自物联网与汽车等领域非手机CCM镜头模组增长加 速，集中于中高端CCM镜头模组及指纹模组推动更佳产品组合与毛利率，以及出售丘钛印度51.08%股 权与联营营运改善。该行表示，近期对丘钛的评估反映对智能手机今明两年疲弱的预期，但相信非手机 业务将继续推动强劲增长。 ...

花旗表示，丘钛科技发布盈喜，预计去年全年净利润同比增长4至4.5倍，至13.95亿至15.35亿元，中位 数较该行预期的16.63亿元低12%，但高于市场预期。强劲增长来自物联网与汽车等领域非手机CCM镜 头模块增长加速，集中于中高端CCM镜头模块及指纹模块推动更佳产品组合与毛利率，以及出售丘钛 印度51.08%股权与联营营运改善。该行表示，近期对丘钛的评估反映对智能手机今明两年疲弱的预 期，但相信非手机业务将继续推动强劲增长。该行目前予丘钛"买入"评级及12港元目标价。 ...

Group 1 - The Hang Seng Index rose by 0.92%, gaining 245 points to reach 27,094 points, while the Hang Seng Tech Index increased by 1.54% [1] - Zhipu Technology (02513) surged over 16% after launching the first domestic chip training multimodal SOTA model in collaboration with Huawei [1] - Alibaba (09988) saw a rise of over 5% as it announced a significant increase in capital expenditure for Alibaba Cloud, with expectations of resilient profitability [1] - Alibaba Health (00241) increased by over 15% after the exclusive launch of Beimei Jing® and receiving the first overseas drug price certification [1] - Yidu Tech (02158) rose over 9% after winning first place in a smart healthcare innovation competition, showcasing its strong AI capabilities [1] - Tongdao Recruitment (06100) jumped over 10% due to market reassessment of its AI strategy and solid financials [1] - Baiaosaitu-B (02315) increased by over 6% after localizing its AI-driven antibody drug development platform [1] - Maifushi (02556) rose over 8%, with its stock price nearly doubling in three weeks after launching the GEO intelligent assistant [1] - MicroPort Scientific-B (02252) increased by over 8%, as the surgical robot industry is expected to enter a commercialization and policy acceleration phase [1] Group 2 - Hua Hong Semiconductor (01347) rose over 5% as Goldman Sachs noted that high capacity utilization supports product mix optimization and price increases [2] - Restaurant stocks led the gains, with expectations that most leading restaurant brands will see a recovery in customer traffic, leading to more rational competition [2] - Haidilao (06862) increased by 7%, while Jiumaojiu (09922) rose by over 5% [2] - Qiutai Technology (01478) surged by 13% after announcing a profit warning, projecting a 400% to 450% year-on-year increase in comprehensive profit for 2025 [2]

Core Viewpoint - Company expects a significant increase in annual comprehensive profit, projecting a growth of approximately 4 to 4.5 times year-on-year, with a forecasted comprehensive profit of 279 million RMB for 2024 [1] Group 1: Financial Performance - Company shares surged over 15% to 10.34 HKD, with trading volume reaching 280 million HKD [1] - The anticipated comprehensive profit for the year ending December is expected to be between 4 to 4.5 times higher than the previous year [1] Group 2: Business Strategy - The board believes that the substantial growth in comprehensive profit is primarily due to the acceleration of business development in non-mobile smart vision products [1] - The company continues to focus on high-end camera modules and fingerprint recognition modules, effectively enhancing product value [1] Group 3: Operational Improvements - The company is actively promoting digital transformation, achieving significant improvements in operational efficiency, development capabilities, quality capabilities, and delivery capabilities compared to the same period last year [1]

1月14日，丘钛科技(1478.HK)盘中放量拉升涨超15%至10.34港元，截至目前成交额放大至2.8亿港元。消息面上，公司发盈 喜，预期截至去年12月底年度综合溢利按年增长约4倍至4.5倍；2024年度综合溢利2.79亿元人民币。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 董事会相信预期录得综合溢利按年大幅增长，主要是集团加快推进非手机领域智能视觉产品的业务发展；集团继续坚持以 中高端摄像头模组和指纹识别模组为主的经营策略，有效改善了集团的产品附加值。同时，集团大力推进智改数转工作， 运营效率、开发能力、品质能力、交付能力较同期均取得长足进步。 ...

其二，集团持续聚焦中高端摄像头模组和指纹识别模组核心业务，潜望式摄像头模组、光学防抖摄像头模组及超声波指纹识别模组销量同比大幅增长。高端 产品规模扩大显著提升了产品附加值，同时集团大力推进智改数转工作，在运营效率、开发能力、品质能力及交付能力上均实现长足进步。营业收入增长、 产品结构优化与内部运营提升的协同效应，推动集团毛利率明显改善。 其三，2025年集团完成出售附属公司Kunshan Q Tech Microelectronic (India) Private Limited约51.08%股权，从中录得收益；此外，集团一家联营公司经营业绩 较同期改善，使公司录得应占联营公司收益，而2024年同期为应占联营公司亏损，这两项因素进一步增厚了集团盈利。 1月13日，丘钛科技发布正面盈利预告，根据目前可得资料及董事会对截至2025年12月31日止年度未经审核管理报表的初步审阅，集团预期本年度综合溢利 较2024年同期的约人民币2.79亿元，大幅增长400%至450%。 公告指出，本次业绩大幅增长主要得益于三大核心因素。其一，集团坚定推进《丘钛科技(集团)有限公司五年(2021-2025年)经营发展战略规划》，加速 ...

本文源自：金融界AI电报 丘钛科技(1478.HK)盘中放量拉升涨超15%至10.34港元，截至目前成交额放大至2.8亿港元。 ...

獨立股評人港交所(00388.HK) 前董事 David Webb 13 日離世，享年 60 歲。其家 人透過社交平台 Substacks 公布消息，表示家人、朋友及支持者將懷念他，又希 望在困難時刻尊重其家人私隱。港交所表示深感悲痛，並指 Webb 擔任港交所 獨立非執董期間，致力提升市場透明度，積極發揮獨立執董作用，為企業管治 及市場發展作出貢獻。 港股點評 2026年1月14日9:30 a.m 恒指升 239 點，滬指跌 26 點，標普 500 跌 13 點 港股上升。恒指高開 350 點，早市升幅曾擴大至 535 點一度高見 27,143 點，其 後升幅收窄至 121 點見 26,729 點，全日升 239 點或 0.9%，收 26,848 點；國指升 65 點或 0.7%，收 9,285 點；恒生科指升 6 點或 0.1%，收 5,869 點。大市全日成 交總額 3,151.92 億元。 人民幣兌美元中間價按日上調 5 點，報 7.0103 兌一美元。人民銀行 13 日在公 開市場開展 3,586 億元人民幣七天期逆回購操作，操作利率持平於 1.4%。有 162 億元逆回購到期，單日淨投放 3,42 ...

客户端 丘钛科技（01478）发盈喜后高开，截至发稿，股价上涨8.26%，现报9.70港元，成交额1.27亿港元。 1月13日，丘钛科技发布公告，预期本集团截至2025年12月31日止年度综合溢利较截至2024年12月31日 止年度（同期）的综合溢利约人民币 2.79亿元增长约400%至450%。 公告称，董事会相信预期取得综合溢利同比大幅增长主要是由于以下因素：本集团始终坚定不移地推进 《丘钛科技（集团）有限公司五年（2021-2025年）经营发展战略规划》，加快推进非手机领域智能视 觉产品的业务发展。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 丘钛科技（01478）发盈喜后高开，截至发稿，股价上涨8.26%，现报9.70港元，成交额1.27亿港元。 1月13日，丘钛科技发布公告，预期本集团截至2025年12月31日止年度综合溢利较截至2024年12月31日 止年度（同期）的综合溢利约人民币 2.79亿元增长约400%至450%。 公告称，董事会相信预期取得综合溢利同比大幅增长主要是由于以下因素：本集团始终坚 ...

Core Viewpoint - Company anticipates a significant increase in comprehensive profit for the fiscal year ending December 31, 2025, projecting a growth of approximately 400% to 450% compared to the fiscal year ending December 31, 2024 [1] Group 1: Financial Performance - Company expects comprehensive profit to rise from approximately RMB 279 million to a range of RMB 1.39 billion to RMB 1.54 billion by the end of 2025 [1] - The stock opened nearly 7% higher following the earnings announcement, currently trading at HKD 9.57, reflecting a 6.81% increase with a trading volume of HKD 6.44 million [1] Group 2: Strategic Development - The board attributes the anticipated profit growth to the ongoing implementation of the company's five-year strategic development plan (2021-2025), focusing on accelerating business development in non-mobile intelligent visual products [1] - The rapid growth in the global smart driving and IoT smart terminal industries has significantly increased the demand for camera modules, leading to a substantial rise in both quantity and specifications of products [1] Group 3: Market Position and Product Strategy - The company maintains strong partnerships with leading smart driving solution providers, handheld imaging device brands, and other prominent IoT smart terminal brands, resulting in a year-on-year doubling of sales volume for camera modules in other sectors [1] - The company continues to focus on mid-to-high-end camera modules and fingerprint recognition modules, with significant year-on-year growth in sales of periscope camera modules, optical image stabilization camera modules, and ultrasonic fingerprint recognition modules, enhancing the product's added value [1]