《大行報告》美銀證券升舜宇(02382.HK)評級至「買入」 目標價上調至300元
美銀證券發表研究報告表示,雖然近期智能手機市場需求較弱,但對舜宇(02382.HK)股價前景看法轉為正面,並將評級「跑贏大市」上調至「買入」,預期在新能源汽車的高級輔助駕駛系統發展下,車載鏡頭市場至2023年將複合增長19%。
報告指出,舜宇市場份額逐步增長,預期未來2至3年可提升至40%以上,加上汽車模組業務發展,預期汽車相關產品將為公司2023年的淨利潤貢獻約20%。
該行表示,投資者已將注意力轉移至汽車相關產品,而手機相關業務則預期於2022至2023年復甦,預測上半年每股盈利將按年增長42%至2.3元人民幣,收入增長13%至213億元人民幣,毛利率料達22.7%,目標價由165元上調至300元。
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