瑞聲科技(02018.HK)2024年上半年中期淨利潤達8.76億元人民幣，同比增長63%，符合花旗及市場預期。所有業務收入均達指引，其中光學業務表現突出，收入22.1億元，同比增長24.9%，毛利率提升至4.7%，塑膠鏡頭毛利率更飆升27.4個百分點至16.7%，光學模組毛利率增至5.7%。聲學業務收入34.6億元，同比增4.1%，毛利率升至29.9%。花旗維持“買入”評級，目標價45港元，對應2024年預測市盈率約20倍。開源證券預測2024-2026年淨利潤分別為16.7/21.7/25.7億元，看好AI手機趨勢及光學、聲學、結構件業務改善。近期股價表現強勁，1月至2月多次回購股份，顯示管理層信心。
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