A股異動丨歐菲光漲約4% 處光學升級+屏下指紋滲透成長賽道 券商唱多
格隆匯11月15日丨歐菲光(002456.SZ)漲約4%,報13.19元,總市值358億元。根據IDC數據,2019年預計可穿戴設備市場整體出貨量超過8000萬台,歐菲光身為光學及識別觸控龍頭,能夠充分受益於消費電子行業的繁榮景氣。天風證券近日發佈研報稱,智能手機進入成熟存量市場,規格升級成為手機迭代主旋律,其中光學升級單反化+全面屏搭配屏下指紋因大幅提高用户體驗成為兩條主成長賽道。歐菲光深耕光學領域有望持續受益於多攝滲透。此外,屏下指紋需求因全面屏趨勢迅速拉昇。天風證券預計公司19-20年營收為500.44、604.45億元,淨利潤為5.48、20.03億元,維持“買入”評級。
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