港股異動丨舜宇光學科技漲約4% 三攝透率將快速提升 券商唱多
格隆匯10月31日丨舜宇光學科技(2382.HK)漲約4%,報122.7港元,成交3億港元,總市值1346億港元。中泰國際近日發佈研報稱,舜宇光學的手機鏡頭市場份額持續上升,將繼續受惠手機拍攝功能升級帶來的量、價齊升。19年1-9月手機鏡頭出貨量為9.4億件,同比增長38.0%,高於全年30%增速指引。我們預期三攝/多攝滲透率將快速提升,手機鏡頭需求量將大幅增加。公司19年上半年完成64M大像面及超微距手機鏡頭的研發,並實現了16M超大廣角、超小頭部、7P超大光圈及16M超薄手機鏡頭的量產,緊跟市場需求,有助擴大市佔率及提升產品銷售均價。中泰國際預計舜宇2019年至2021年的每股基本盈利分別為2.77/3.79/4.74元人民幣。考慮到公司於手機鏡頭、攝像模組及車載鏡頭領域均處於龍頭地位,競爭優勢明顯,且目前正處於三攝/多攝升級初期,預期版塊估值將會提升,提高目標價至146.9港幣,維持“買入”評級。
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 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. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.