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《大行報告》花旗:舜宇(02382.HK)下調今年手機鏡頭模組及車載鏡頭付運目標
阿思達克 08-18 14:20
花旗發表報告指,舜宇光學(02382.HK)管理層下調今年手機鏡頭模組付運目標,由原來目標增長15%,降至增長10%。車載鏡頭付運目標亦由原來目標增長20%,降至增長5%。

該行相信,下調目標主因受疫情影響,中國品牌及全球汽車終端客戶的需求疲弱所致。而三星的業務復甦,估計可持續推動集團手機鏡頭板塊的表現,管理層對該板塊今年的付運目標為增長10%。

花旗維持舜宇股份「買入」評級,目標價160元,認為近期市場情緒會受到集團稍為下調今年指引影響,但該行對舜宇在手機鏡頭、手機鏡頭模組及車載鏡頭的強勁定位保持正面。

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