港股異動 | 舜宇(2382.HK)跌5%為最差恆指成份股 市值跌破2千億港元
格隆匯3月22日丨舜宇光學科技(2382.HK)全天表現弱勢,現跌5%,領跌恆指成份股,報181.8港元,暫成交14.83億港元,總市值跌破2000億港元。2020年公司主營收入達380.02億元,同比增長0.40%。從公司披露的月度出貨量情況看,公司20年全年產品出貨量較19年顯著增長,而公司營收增速放緩主系疫情影響終端銷量及產品結構,進而致公司消費電子鏡頭和攝像模組業務出現降規情況。小摩認為,過去12個月,公司股價跑贏恆指80%,已反映毛利擴張、獲蘋果公司訂單,以及汽車及手機需求復甦。相信大立光電及歐菲光會開始用進取的價格維持商業規模,行業競爭將加劇。並調低集團今明兩年每股盈利預測3%至5%。
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