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《大行報告》大摩引述舜宇(02382.HK)指手機鏡頭及鏡頭模組產品均價齊見改善
阿思達克 11-20 15:17

摩根士丹利發表報告,該行舉行亞太區投資者會議,該行引述舜宇光學(02382.HK)管理層指維持今年銷售指引,即手機頭出貨按年升30%、手機鏡頭模組按年升20至25%、車載鏡頭今年出貨按年上升25%,並指手機鏡頭及鏡頭模組產品綜合均價均見改善。

就毛利率方面,該行引述舜宇光學管理層指儘管公司要面對包括外匯、貿易戰壓力等不確定因素,但料旗下手機鏡頭模組毛利率短期改善至介乎8至10%,手機鏡頭業務毛利率可維持45%,車載鏡頭毛利率處40%。

舜宇管理層指,公司已成南韓客戶最大供應商之一,未來仍有機會將提升南韓客戶的市場份額,並同時指短期內無意與蘋果公司展開合作,公司短期目標是與目前客戶緊密合作,及提升相關市場份額。而大摩予舜宇「減持」投資評級及目標價98元。

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