《大行報告》里昂上調舜宇(02382.HK)目標價至121元 評級「跑輸大市」
里昂發表評級報告指,受惠於產品組合改善,舜宇光學科技(02382.HK)今年上半年主要產品的毛利率及銷售均價表現良好,其利潤按年下跌主要是由於出貨量下降及經營去槓桿。
展望今年下半年,公司預料手機鏡頭及車載鏡頭的銷售均價穩定,同時因智能手機及汽車等兩大行業受壓,公司修正主要產品的交貨量指引,並給予10%手機鏡頭模組的毛利率指引,意味著利潤率下半年承壓。該行將其目標價由111元上調至121元,維持其評級為「跑輸大市」。
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