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交銀:上調舜宇光學(2382.HK)目標價至220港元 重申買入評級
格隆匯 01-11 13:17

交銀國際發表報吿表示,基於車輛需求逐步恢復,電動汽車的強勁增長前景,以及更多跡象顯示2021年及以後車企將推出自動駕駛解決方案,預計舜宇光學(2382.HK)將成為這些趨勢的主要受益者,將帶動其車載鏡頭和其他汽車零部件業務的發展,將公司目標價由185港元上調至220港元,重申買入評級。

報吿指,去年12月舜宇光學手機鏡頭出貨量按年增長2.5%,按月增長1.3%,與大立光電相比略好,這是由於安卓高端產品持續疲軟所致。舜宇光學的手機相機模塊出貨量按年下降24%,因兩家公司繼續受到手機客户半導體關鍵零部件短缺的影響。

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