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《大行报告》中金升舜宇(02382.HK)目标价至140元 料明年毛利率强劲复苏
阿思达克 09-06 15:14

中金发表报告表示,舜宇光学(02382.HK)经过两年的毛利率下降後,相信受惠於公司工厂自动化、竞争格局改善、以及主要客户华为对产品规格提升下,预期舜宇旗下手机摄像模组(CCM)业务今年下半年起毛利率会复苏。

该行认为,舜宇股价及纯利表现与手机摄像模组的毛利率关系密切,相信其毛利率上升1个百分点,代表纯利可上升7%。

中金表示,维持对舜宇光学「跑赢大市」评级,该行上调其今明两年每股盈利预测10%及29%,各至3元及4.23元人民币,相应调升其目标价27%至140元,维持对其「跑赢大市」评级,建议投资者可於其明年毛利率强劲复苏之前率先吸纳。

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