港股详情

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丘钛科技

7.430

-0.070-0.93%

成交量：1,619.06万

成交额：1.23亿

市值：88.42亿

市盈率：28.90

高：7.820

开：7.480

低：7.320

收：7.500

数据加载中...

总览公司新闻公告

港股异动 | 手机产业链延续近期涨势苹果第一财季业绩超预期机构称关税对产业链影响有限

丘钛科技盘中异动大幅上涨5.06%

苹果概念股普跌高伟电子(01415)跌4.03% 去年四季度苹果在华销量下滑18%

港股收盘(01.24) | 恒指收涨1.86%重返两万关手机产业链、半导体股、大金融股强势

港股午评：恒指早间单边上行一度涨超2% 电讯设备股领涨大盘

【券商聚焦】招银国际：2025年全球AI智能眼镜市场预计起量

手机产业链早盘走强丘钛科技涨逾11%舜宇光学涨逾6%

丘钛科技持续上涨逾10% 全年纯利同比增长最多280%

港股异动 | 手机产业链走强国补刺激消费电子线上订单大增机构指今年行业已步入新的正周期

苹果概念股走强丘钛科技(01478)涨6.55% 国补后内地iPhone16为全球最低价

异动解读 | 丘钛科技发布利好业绩预告助力股价大涨近7% 射线模组出货增长等利好推动

港股异动 | 丘钛科技(01478)再涨近7% 全年纯利增长最多280% 印度丘钛税务纠纷仍在进行中

丘钛科技01月23日获主力加仓1288万元

丘钛科技盘中涨超6% 中金维持“跑赢行业”评级

异动解读 | 丘钛科技盘中大涨接近6% 业绩预喜与税款调整叠加利好

港股异动 | 丘钛科技(01478)再涨超6% 全年纯利增长最多2.8倍手机摄像模组盈利改善有望延续

丘钛科技盘中异动股价大涨5.11%

丘钛科技01月22日主力资金流入31万元连续3日加仓

第一上海：首予中国宏桥(01478)“买入”评级目标价16.8港元

【财华洞察】“国补”落地，消费电子换新潮来袭？

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16:41","pubTimestamp":1737708082,"startTime":"0","endTime":"0","summary":"港股今日全线反攻，恒指重返两万点上方，恒科指则大涨超3%。全周来看，恒指累涨2.46%，国指累涨2.86%，恒科指数累涨3.98%。当地时间1月23日，OpenAI宣布上线名为Operator的首款AI智能体，它能通过网页执行各种任务。梳理发现，AI驱动、新品放量及市场复苏，是2024年半导体上市公司业绩预喜的主要原因。截至收盘，涨20.24%，报14.26港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1243381.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1179","BK1136","BK1526","BK1523","LU1655091616.SGD","BK1163","HSTECH","159582","LU0307460666.USD","BK1521","BK1149","01812","00981","MCHmain","LU0228659784.USD","HHImain","IE00B5MMRT66.SGD","LU0051755006.USD","BK1223","HSI","HSCEI","LU0327786744.USD","SG9999006597.SGD","IE00B543WZ88.USD","BK1109","06682","BK1550","BK1610","LU0456846285.SGD","02601","BK1514","513600","BK1551","02833","06869","YANG","LU0588546209.SGD","BK1607","LU0456827905.SGD","LU0572944931.SGD","SG9999001226.SGD","BK1504","01478","BK1584","BK1506","BK1096"],"gpt_icon":1},{"id":"2505400977","title":"港股午评：恒指早间单边上行一度涨超2% 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11:17","pubTimestamp":1737688645,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际表示，2024年，全球AI智能眼镜出货量同比增长588%达到234万副，归因于RayBanMeta在第四季度强劲销售 。展望2025年，AI智能眼镜市场将继续保持强劲增长势头，预计同比增长135%达到550万台，受益于Meta/小米/字节跳动/雷鸟/Rokid强大产品发布。随着越来越多的玩家扩展到AI智能眼镜产品，该行预计BOM成本将逐渐下降，未来几年AI眼镜中更多杀手级应用将变得流行。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952141","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1575","LU0359202008.SGD","LU1880383366.USD","LU1303224171.USD","LU0417516902.SGD","LU1328277881.USD","BK1504","SG9999014674.SGD","BK1502","LU0051755006.USD","LU1770034418.SGD","LU2226246903.HKD","81810","LU0499858438.USD","LU0708995583.HKD","LU1481107354.HKD","LU0499858602.USD","LU0456827905.SGD","LU0918141705.HKD","LU1981816686.USD","LU0823413587.USD","LU0359201612.USD","LU1211504680.USD","LU2097828714.EUR","BK1608","BK1170","LU1880383440.USD","XIACY","SG9999006597.SGD","LU1251922891.USD","LU2778985437.USD","LU0823426308.USD","02018","LU0611395673.USD","LU1956131251.USD","02382","LU0918141887.USD","01810","BK1523","IE0034224299.USD","LU0052750758.USD","LU2097828557.USD","LU0348735423.USD","159819","01070","01478","LU0348827113.USD","LU0540923850.HKD","LU2097828474.EUR","LU2039709279.SGD"],"gpt_icon":0},{"id":"2505037470","title":"手机产业链早盘走强 丘钛科技涨逾11%舜宇光学涨逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2505037470","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505037470?lang=zh_cn&edition=fundamental","pubTime":"2025-01-24 11:14","pubTimestamp":1737688440,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　手机产业链早盘走强，丘钛科技（01478）上涨11.11%，报7.80港元；舜宇光学（02382）上涨5.99%，报71.65港元；比亚迪电子（00285）上涨3.34%，报41.75港元；瑞声科技（02018）上涨3.11%，报39.75港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-01-24/doc-inefzwnh2855915.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1170","LU1211504680.USD","01478","BK1589","02382","BK1504","LU0326950275.SGD","LU1831875114.USD","BK1608","BK1521","BK1096","BK1179"],"gpt_icon":0},{"id":"2505860003","title":"丘钛科技持续上涨逾10% 全年纯利同比增长最多280%","url":"https://stock-news.laohu8.com/highlight/detail?id=2505860003","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505860003?lang=zh_cn&edition=fundamental","pubTime":"2025-01-24 10:58","pubTimestamp":1737687480,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　丘钛科技（01478）早盘持续走高，近两周累计涨幅已超33%。截至发稿，股价上涨9.69%，报7.70港元，成交额6690.59万港元。\n　　消息面上，丘钛科技此前发布发布盈利预告，预计24年净利润同比上升200%至280%至2.51亿至3.17亿元人民币，由于安卓手机需求复苏，公司市占率上升带动手机摄像模组、指纹识别模组出货量提升；光学规格升级驱动手机摄像模组产品结构优化，ASP及产能稼动率提升；指纹识别模组盈利能力改善；联营公司新巨科技亏损减少。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-01-24/doc-inefzwnh2849154.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1504","BK1179","BK1096","01478"],"gpt_icon":0},{"id":"2505600876","title":"港股异动 | 手机产业链走强 国补刺激消费电子线上订单大增 机构指今年行业已步入新的正周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2505600876","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505600876?lang=zh_cn&edition=fundamental","pubTime":"2025-01-24 10:43","pubTimestamp":1737686625,"startTime":"0","endTime":"0","summary":"消息面上，1月20日，商务部等五部门出台的手机等数码产品购新补贴实施方案正式落地实施。据工信部预测，在此次政策推动下，今年手机国内销量将达到3亿台。中信建投表示，2025年消费电子行业已步入新的正周期，长期来看，AI终端的成长逻辑清晰，端侧AI渗透率有望在明年大幅提升，成为推动消费电子行业发展的最大驱动力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1243151.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00285","SG9999014674.SGD","BK1589","BK1149","BK1515","02018","BK1170","BK1608","BK1167","LU0348767384.USD","02382","BK1580","SG9999006597.SGD","BK1540","BK1504","LU1831875114.USD","BK1500","BK1179","01478","BK1521","LU1211504680.USD","BK1607","BK1096","BK1582","LU0348766576.USD","LU0326950275.SGD","159732"],"gpt_icon":0},{"id":"2505101008","title":"苹果概念股走强 丘钛科技(01478)涨6.55% 国补后内地iPhone16为全球最低价","url":"https://stock-news.laohu8.com/highlight/detail?id=2505101008","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505101008?lang=zh_cn&edition=fundamental","pubTime":"2025-01-24 10:32","pubTimestamp":1737685922,"startTime":"0","endTime":"0","summary":"金吾财讯 | 苹果概念股走强，截至发稿，丘钛科技 涨6.55%，舜宇光学科技涨4.51%，比亚迪电子涨2.60%，瑞声科技涨1.95%，高伟电子跟涨。目前苹果手机部分主力机型大部分能够享受国家补贴，包括iPhone15及iPhone16等。据内媒报道，有消费者通过“国补”购买一部内存256G的iPhone16，价格为5,499元人民币 。对比美国市场，国家补贴后的iPhone16为全球最低价。","market":"other","thumbnail":"https://static.szfiu.com/news/20241105/OGZjY2Y5NjEzNTIxNjU5NDU5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241105/OGZjY2Y5NjEzNTIxNjU5NDU5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952127","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01415","02382","SG9999006597.SGD","BK1607","BK1580","SG9999014674.SGD","BK1608","LU0348767384.USD","LU1211504680.USD","LU1831875114.USD","BK1515","BK1149","LU0326950275.SGD","02018","BK1500","BK1179","BK1167","BK1582","BK1521","LU0348766576.USD","BK1540","00285","BK1504","BK1096","01478","BK1170","BK1589"],"gpt_icon":0},{"id":"1153319085","title":"异动解读 | 丘钛科技发布利好业绩预告助力股价大涨近7% 射线模组出货增长等利好推动","url":"https://stock-news.laohu8.com/highlight/detail?id=1153319085","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153319085?lang=zh_cn&edition=fundamental","pubTime":"2025-01-24 10:28","pubTimestamp":1737685737,"startTime":"0","endTime":"0","summary":"丘钛科技今日盘中大涨6.84%,引发市场广泛关注。消息面上,丘钛科技此前发布的利好业绩预告成为主要推手。据公司公告,丘钛科技预计2024年净利润同比将大幅增长200%至280%,预期净利润将达到2.51亿至3.17亿元人民币。分析人士指出,利好的业绩预告释放了市场对公司长期增长前景的信心,推动股价反映公司内在价值。未来,随着5G手机普及和物联网等新兴领域发展,公司相关产品仍将保持强劲需求。市场对其成长前景持乐观预期。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01478"],"gpt_icon":0},{"id":"2505070940","title":"港股异动 | 丘钛科技(01478)再涨近7% 全年纯利增长最多280% 印度丘钛税务纠纷仍在进行中","url":"https://stock-news.laohu8.com/highlight/detail?id=2505070940","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505070940?lang=zh_cn&edition=fundamental","pubTime":"2025-01-24 10:25","pubTimestamp":1737685532,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，丘钛科技再涨近7%，近两周累计涨幅已超33%。截至发稿，涨6.41%，报7.47港元，成交额4145.37万港元。光大证券指出，丘钛科技手机摄像模组、指纹识别模组盈利能力持续改善；车载、IoT模组出货量延续高速增长。该行指出，全资子公司印度丘钛与印度税务部门纠纷的上诉案件仍在进行中。公司根据相关事件涉及的税项金额进行24年计提拨备，关注后续案件进展，倘若应缴所得税进一步更正下调，25年有望拨回部分拨备。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1243144.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1504","BK1096","BK1179","01478"],"gpt_icon":0},{"id":"2505065043","title":"丘钛科技01月23日获主力加仓1288万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2505065043","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505065043?lang=zh_cn&edition=fundamental","pubTime":"2025-01-23 16:16","pubTimestamp":1737620168,"startTime":"0","endTime":"0","summary":"01月23日, 丘钛科技股价涨2.48%，报收7.02元，成交金额1.05亿元，换手率1.25%，振幅6.28%，量比1.57。丘钛科技今日主力资金净流入1288万元，连续4日净流入，上一交易日主力净流入31万元。该股近5个交易日上涨11.23%，主力资金累计净流入1388万元；近20日主力资金累计净流入1886万元，其中净流入天数为8日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123161628abb5957f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123161628abb5957f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01478","BK1504","BK1096","BK1179"],"gpt_icon":0},{"id":"2505203929","title":"丘钛科技盘中涨超6% 中金维持“跑赢行业”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2505203929","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505203929?lang=zh_cn&edition=fundamental","pubTime":"2025-01-23 11:17","pubTimestamp":1737602220,"startTime":"0","endTime":"0","summary":"　　丘钛科技盘中涨超6%，截至发稿，股价上涨3.80%，现报7.11港元，成交额6393.68万港元。　　消息面上，丘钛科技此前发布盈喜，预期集团2024年度的综合溢利较2023年度的8353.1万元增长约200%至280%。　　近日，中金发布研究报告称，维持丘钛科技“跑赢行业”评级，看好25年手机光学升级带来的盈利改善和车载业务的增长，上调目标价32%至6.42港元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-01-23/doc-inefxpfe8130093.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["01478"],"gpt_icon":0},{"id":"1184196555","title":"异动解读 | 丘钛科技盘中大涨接近6% 业绩预喜与税款调整叠加利好","url":"https://stock-news.laohu8.com/highlight/detail?id=1184196555","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184196555?lang=zh_cn&edition=fundamental","pubTime":"2025-01-23 10:32","pubTimestamp":1737599546,"startTime":"0","endTime":"0","summary":"港股上市公司丘钛科技今日盘中大涨接近6%,引起了市场的广泛关注。公司股价大涨主要受到两方面利好消息的推动。\n\n一方面,丘钛科技近期发布了2024年度业绩预喜,预期全年综合溢利将较2023年度增长200%至280%,远超市场预期。分析人士认为,该公司手机摄像模组的盈利改善趋势有望延续,带动业绩持续向好。\n\n另一方面,丘钛科技印度子公司收到税务部门的纠正令,税款连利息总额下调约5.03亿卢比(折合约4285万港元),减轻了公司的税费负担,提振了市场信心。综合上述两大利好因素,市场对丘钛科技的增长前景充满信心,推动股价今日大涨。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01478"],"gpt_icon":0},{"id":"2505033996","title":"港股异动 | 丘钛科技(01478)再涨超6% 全年纯利增长最多2.8倍 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