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研報掘金|中金:維持舜宇光學“跑贏行業”評級 目標價81.9港元
格隆匯 10-12 09:57
中金髮布研究報吿稱,維持舜宇光學“跑贏行業”評級,目標價81.9港元,2023/24年歸母淨利潤預測為14.5/22.3億元。手機模組產品端,舜宇9月出貨5223.8萬片,同比增長41.4%,連續第4個月維持在52-54kk(百萬片)出貨量級,相較2022年同期的庫存調整階段有較大改善,反映產業鏈拉貨動能已經逐步進入穩定的拉貨週期;手機鏡頭端,手機鏡頭出貨1.12億片,同比增長16.9%,該行認為主要得益於北美大客户以及安卓大客户新機發布帶來的備貨週期。展望4Q23,考慮到手機光學產業鏈經歷了較長時間的庫存調整和價格競爭,伴隨着拉貨動能漸歸常態,該行建議投資人密切關注後續手機光學類產品潛在的底部價格鬆動。我們看好舜宇作為手機光學產業鏈的龍頭標的之一,在需求拐點來臨之際率先受益於行業修復趨勢。
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