《大行報告》花旗引述舜宇(02382.HK)指限電未影響浙江及河南省核心工廠 但指中山工廠受負面影響
花旗發表報告表示,與舜宇光學(02382.HK)管理層進行交流,就內地進行限電下,該行引述舜宇管理層指公司在浙江省和河南省的核心工廠至今未有受到影響,但指公司在廣東省中山工廠則受到了一些負面影響,指公司管理層將密切關注事態發展。
舜宇管理層指旗下車載鏡頭滲透率有的上升空間;就在智能手機組件方面,花旗認為舜宇對蘋果公司的手機鏡頭(HLS)供應令人滿意,料Android客戶亦應穩定,並估計客戶三星在手機鏡頭模組(HCM)業務上有上升空間,並指客戶榮耀有產品升級。
花旗表示,維持對舜宇「買入」投資評級及目標價280元,看好其車載鏡頭(VLS)等業務前景。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.