舜宇(02382.HK)全年手機鏡頭出貨量目標增長約5%至10%
舜宇光學(02382.HK)行政總裁孫泱表示,上半年手機鏡頭、車載鏡頭及手機攝像模組出貨量按年增長約11.1%、82%及34.5%,全年手機鏡頭出貨量增長指引為約5%至10%,車載鏡頭目標增長約30%至35%,手機攝像模組則目標增長20%至25%。
公司7月份車載鏡頭增幅放緩,他指出下游汽車行業芯片短缺情況仍存在,但隨著汽車搭載視覺及激光雷達傳感器數量不斷增加,相信滲透率提升,強調公司車載鏡頭市場份額高,基數較大,認為增長指引屬合理。
手機鏡頭方面,孫泱強調公司手機鏡頭市場份額及收入仍有成長空間,相信新增的美國客戶訂單亦有助推動市佔率提升。
中期毛利率按年提升約5.4個百分點至約24.9%。他透露,智能手機行業規格及配置下降趨勢持續,價格及利潤率的確面對壓力,期望透過持續研發,全年可實現按年增長;未來兩年預期在手機及汽車鏡頭升級推動下,毛利率可顯著提升。
上半年整體營運開支佔比達9.4%,而去年同期為8.2%,副總裁兼聯席公司秘書馬建峰預期未來比例維持於8%至9%之間。
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