You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》中金:舜宇(02382.HK)進入拉貨旺季 關注北美大客戶新機備貨週期
阿思達克 09-13 14:24
中金發表報告指,舜宇(02382.HK)8月手機攝像模組出貨5,296.3萬片,按月下降 2.9%,按年增長 36.8%;手機鏡頭出貨1.08億片,按月增長13.2%,按年增長17%。該行認為安卓手機大盤拉貨動能已逐步企穩,並進入第三季拉貨旺季;8月手機鏡頭按月增速優於手機模組產品,反映北美大客戶已開啟傳統新機備貨周期。中金判斷手機產業鏈底部信號已基本顯現,建議投資者密切關注下半年蘋果及安卓新機的銷售情況。 車載相關產品方面,中金指,8月車載鏡頭出貨808.9萬片,按年增長14.8%,按月增長0.1%。今年1至8月合計車載鏡頭出貨量按年增長24%,中金認為汽車智能化轉型過程中,攝像頭需求增長的產業趨勢明確。另料汽車業務有望在明年成為公司最主要的業績驅動力之一。 中金維持對舜宇今明兩年純利預測分別於14.5億和22.3億人民幣。維持「跑贏行業」評級和目標價81.9港元。
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.
uSMART
Wealth Growth Made Easy
Open Account