花旗:舜宇(2382.HK)上月手機鏡頭模組出貨量大增 上調目標價至163港元
花旗發佈報告稱,舜宇光學(02382.HK)上月手機鏡頭模組出貨量大增,手機攝像頭模組出貨量增速令人驚訝,車載鏡頭出貨量因穩定的高級駕駛輔助系統(ADAS)的發展而上漲,因此決定調升該公司2019-2021年度盈利預測4%-5%,目標價上調18%至163港元。
該行稱,舜宇光學昨天(9日)公佈,11月手機鏡頭出貨量同比上升42.9%至1.3億件,主要是因為公司手機鏡頭市場份額的上升。手機攝像模組出貨量同比上升29.7%至5960萬件,主要是因為公司手機攝像模組市場份額的上升。期內,車載鏡頭出貨量同比上升32.4%至519萬件,主要是因為車載攝像頭領域有較好的發展,其他光電產品出貨量同比上升530.3%至652萬件,主要是因為結構光和飛行時間等3D產品出貨有所增加。

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