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《大行報告》瑞銀:舜宇(02382.HK)車載和XR鏡頭具長遠良好增長潛力 惟對銷售貢獻仍很小
瑞銀發表研究報告,指出舜宇光學科技(02382.HK)昨日(23日)舉行投資者日,公司預測今年全球智能手機出貨量將按年跌7.9%,較年初預測下調10.9%,當中料中國出貨量跌16.9%,歐洲出貨量跌15%,美洲和其他地區跌2.6%。預期可折疊手機和高端手機將有更高的規格要求。總體而言,公司料成本壓力將導致規格降級,及每部手機的攝像頭數量將有所減少。 該行認為,舜宇手機鏡頭及相機模組出貨量目標存在下行風險,但因汽車零件供應釋放,料車載鏡頭按年增長20%至30%的目標仍可實現。另相信長遠而言,舜宇的車載和XR鏡頭具有良好增長潛力,惟基於通脹關係,其對銷售貢獻仍很小及可能抑制XR短期需求。該行維持對舜宇審慎態度,評級「中性」,目標價135元。
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