港股异动 | 鸿腾精密(06088)再涨超5% 预计首季纯利同比扭亏为盈 管理层称将持续为苹果TWS产品产能加线
鸿腾精密(06088)再涨超5%，截至发稿，涨5.05%，报2.08港元，成交额1386.85万港元。
消息面上，鸿腾精密近日发布盈喜，集团截至2024年3月31日止3个月未经审核预计取得净利润介于700万美元至1000万美元之间，上年同期亏损约为900万美元。首季扭亏为盈主要归因于管理效率的提高，及电脑及消费性电子及网络设施终端市场的需求逐渐恢复。
招银国际此前发布研报称，鸿腾精密管理层在NDR会议上重申了公司的苹果AirPods产线产能爬坡非常顺利，越南厂房已经在一季度实现出货，苹果TWS产品相关订单将贡献公司FY24E收入的5-7%。管理层认为未来公司将持续为苹果TWS产品产能加线，并直至2025年加6条新产线，扩充印度地区产能。该行预计公司将从2025年起，与立讯精密并肩成为全球最主要的两家苹果TWS产品供应商。
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