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大和:維持舜宇光學科技(2382.HK)買入評級 目標價上調至256港元
格隆匯 02-05 13:08

大和總研發表研究報吿指,舜宇光學科技(2382.HK)今年將保持強勁盈利增長,主要由於公司將進入蘋果供應鏈,規格升級將令今年下半年業績加速,料公司於2021至22年盈利可恢復35%至39%的按年增長,該行維持其買入評級,目標價由175港元上調至256港元。

大和指,預計舜宇將在首季末大規模生產ipad鏡頭,並在2022年1月大規模生產iphone鏡頭,預計舜宇會在2021-22年間向蘋果交付1000萬和6000萬個鏡頭,如果iphone的發展速度更快,將有上行空間。該行料其手機鏡頭2021-22年收入增長21-31%;手機攝像頭模組將升19-22%。

大和又指,舜宇一直是車載鏡頭的市場領導者,將受惠於電動車的發展趨勢,鑑於電動車供應商更積極地採用先進駕駛輔助系統,車載鏡頭的需求將繼續上升,料2021-22年車載鏡頭出貨量將按年升23-25%。該行將2020-22年每股盈利預測上調3-6%,以反映更樂觀的收入預測。

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