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《大行報告》瑞信引述舜宇(02382.HK)料手機鏡頭及模組毛利率改善 受惠三星訂單
阿思達克 09-05 15:27

瑞信發表報告表示,近日與舜宇光學(02382.HK)管理層進行會面,公司計劃今年旗下手機鏡頭務今年付運增長逾30%,並透過產品整合逐步提升毛利率表現,而公司今年上半年鏡頭付運按年上升38%,產品平均售價按年錄雙位數字增長,毛利率亦見改善,公司料大光圈、超廣角及高像素將成相關業務的主要推動力。

該行指,舜宇光學管理層予手機鏡頭模組業務今年付運增長指引為20至25%,料今年下半年毛利率明顯改善,料相關產品平均售價按年持平。該行亦稱,舜宇光學今年車載鏡頭付運增長目標為25%,上半年產品平均售價穩定,而毛利率維持逾40%。

瑞信表示,舜宇光學管理層料隨著客戶三星市佔率提升推動下,料公司手機鏡頭付運及產品平均售價、手機鏡頭模組的付運及毛利可望改善,並估計車載鏡頭付運可持續錄雙位數字增長,而舜宇計劃今年資本開支其中17億至18億人民幣用於擴充手機鏡頭產能、並斥10億至12人民幣提升手機鏡頭模組產能。而該行予舜宇「跑贏大市」投資評級及目標價103.7元。

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