《大行報告》瑞信:手機短期付運回升不足改變舜宇(02382.HK)基本面 維持「中性」評級
瑞信發表報告指,舜宇光學(02382.HK)今年1月的手機鏡頭模組、手機鏡頭及車載鏡頭出貨量分別按年下跌19%、下跌49%及上升22%;由於智能手機補貨疲弱,加上去年的基數高,集團手機鏡頭模組及手機鏡頭的出貨仍然疲軟。
該行提到,內地農曆新年假期期間的智能手機銷售有改善,特別是中低檔手機,但未能保證需求可持續恢復。而短期的出貨量反彈亦不足以改變舜宇的基本面,相信要等待需求復甦的能見度提高。
瑞信維持舜宇光學股份「中性」評級及目標價106元。
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