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招銀國際:予舜宇(2382.HK)目標價154港元 5G將帶來新一輪智能手機換機潮
格隆匯 01-03 16:45

招銀國際發佈報告稱,預計內地5G商用正式啟動,將帶來新一輪智能手機換機潮,推薦舜宇光學(02382),認為現價買入,目標價154港元,止損位128港元。

該行稱,去年11月內地三大電信運營商正式啟動5G商用,加上新版5G手機相繼推出,2020年國內5G產業將加速發展,帶來新一輪智能手機換機潮,估計全球智能手機出貨量將予2020及2021年回覆增長,扭轉2017年以來的跌勢。

該行又稱,手機零部件當中,鏡頭產品的前景較佳,因為手機配備多鏡頭成主流,鏡頭規格也不斷升級,舜宇攝像頭模組和手機鏡頭出貨量於2019年創新高,作為三星及華為主要攝像頭模組及鏡頭供應商,相信今年華為與三星新機發布將進一步拉動舜宇之出貨量和產品均價。

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