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匯豐:上調舜宇(2382.HK)目標價至142.3港元 維持“買入”評級
格隆匯 10-22 16:33

匯豐發佈報告稱,輕微上調舜宇光學(02382.HK)目標價1.86%,由139.7港元調高至142.3港元,維持“買入”評級。

該行稱,以48MP或64MP作為主相機的做法續普及,有助推動鏡頭製造商的規格升級及技術進步,預期48MP鏡頭的需求在2020年底達到3億件,舜宇的產品組合將持續優化。產能方面,由於寧波有新廠房,使集團鏡頭產能於2019年底可達到每月1.5億件。由於Largan(大立光)在明年有機會面對產能限制,故認為舜宇有機會獲得更多市場佔有率,尤其是在高端市場。

集團在2016年下半年已開始向韓國客户供應混合鏡頭,並已成為採用混合鏡頭的3D感測相機的主要解決方案提供商。由於對鏡頭的要求更嚴格,預計明年會有更多混合鏡頭的設計出現,舜宇是能夠同時生產塑膠及玻璃鏡頭的少數的供應商之一。

另外,集團手機鏡頭業務第三季的毛利率較第一季有改善,相信3D傳感模組的增長勢頭會以三位數字的速度增長。該行輕微下調對其2019至2021年淨利潤預測1.8%、1.5%及0.4%,主要反映攝像模組毛利調整。

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