港股異動 | 舜宇光學科技盤中漲超7%創新高,機構看好2021年加速成長
uSMART盈立智投1月11日消息,週一港股早盤,舜宇光學科技低開高走,截至9:52分,舜宇光學科技盤中漲超7%,股價最高觸及204港元,續創新高。
【舜宇光學科技目前支持20倍槓桿日內交易】
1月8日,舜宇光學科技發佈公告稱,2020年12月,手機鏡頭出貨量1.3億件,同比增長2.5%;車載鏡頭出貨量573.6萬件,同比增長37.3%;手機攝像模組出貨量4529.1萬件,同比下滑23.9%。
中信證券點評稱,從12 月單月來看,僅CCM 出貨量由於手機供應鏈主芯片缺貨影響同比下降,公司其他主要產品的出貨量均同比上升。從2020 年全年來看,手機鏡頭、車載鏡頭、CCM 出貨量分別同比增長13.9%/12.1%/9.7%,符合預期。
中信證券稱,展望後續,短期,預計供應鏈缺貨對公司的影響將逐步減弱,公司各項業務訂單情況保持正常;中長期,光學市場需求向好、規格穩步升級的趨勢不改,多攝將持續滲透,潛望式、ToF 等也有望進一步得到發展,我們持續長期堅定看好公司的相關佈局,維持"買入"評級。
交銀國際則將舜宇光學科技目標價由185港元提升至220港元,重申"買入"評級。
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