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港股異動丨舜宇半日收升4.5%,1月出貨量超預期,大和稱很可能已度過最壞的時期
格隆匯 02-07 12:02
舜宇(2382.HK)盤中一度升超8%,截至半日收盤升4.54%報50.64港元。消息面上,舜宇昨晚公佈,1月手機鏡頭出貨量1.03億件,同比增長54.8%;車載鏡頭出貨量1204.8萬件,同比升31.2%;手機攝像模組出貨量6225.6萬件,同比增長52.9%。大和最新研報表示,舜宇1月份的手機攝像模塊及車載鏡頭出貨量均超出預期,手機鏡頭出貨量亦略微高於預測。展望未來,認為舜宇很可能已度過最壞的時期,預計今明兩年將受惠於相機規格升級復甦,可扭轉過去三年規格降級的趨勢。對於舜宇的汽車相關業務,大和維持長期看好的觀點,指出EV/ADAS規格升級後多鏡頭髮展趨勢穩健,同時舜宇正處於市場領先地位。總體而言,預計舜宇今明兩年盈利增長可達54%至76%,毛利率料回升至17.3%至18.8%,重申“買入”評級,目標價70港元。此外,中金維持舜宇光學目標價81.9港元,評級“跑贏行業”。

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