管理层在会议上重申2024年增长指引，当中包括收入预计可同比增长15%，以及下半年毛利率较上半年改善。憧憬产品升级和利润扩张将持续，推动瑞声表现向好，因此该行将瑞声2024至2026年每股盈利预测上调6%至8%，以反映产品升级、利润率改善以及来年的AI规格升级。aac tech maintains an optimistic view on the ongoing upgrades in acoustic, optical, and haptic technologies for smart phones in the second half of this year.
According to the Zhitong Finance APP, China Merchants International released a research report stating that it maintains a "buy" rating for aac tech (02018), with the target price raised from HKD 37.80 to HKD 40.83.
The bank held an investor conference call for aac tech recently, where the company's management revealed an optimistic view on the ongoing upgrades in acoustic, optical, and haptic technologies for smart phones in the second half of this year, and they predict a slight recovery trend in smart phone demand will continue until 2025.
Management reiterated the growth guidance for 2024, which includes an expected 15% year-on-year revenue growth, as well as an improvement in gross margin in the second half compared to the first half. Anticipating continuous product upgrades and profit expansion to drive better performance for aac tech, the bank has raised its earnings per share forecast for aac tech for 2024 to 2026 by 6% to 8% to reflect product upgrades, margin improvements, and AI specification upgrades in the coming year.