匯豐研究:升舜宇(2382.HK)目標價至176.2港元 評級“買入”
匯豐環球研究發表報告指,預期三鏡頭、四鏡頭及3D感應的應用增加,可推動手機鏡頭及模組在今年的出貨量。而IHS預測今年全球的鏡頭出貨量將按年增長15%至51億件,其中三鏡頭、四鏡頭的滲透率將由去年的分別20%及4%,提升至今年的27%及11%,明年則進一步提升至31%及15%。
該行表示,台灣大立光電面對產能限制問題,加上至2023年前的新產能有限,意味其需要將產能優先考慮分配到更高規格的產品類別。該行認為這為舜宇光學(02382.HK)來年的市佔率增長提供機會,特別是在高規格市場。
匯豐研究上調對舜宇股份目標價,由142.3港元大升至176.2港元,評級維持“買入”。該行現時預期,集團今年的鏡頭出貨量可按年增長32%至17.75億件,市場佔有率由去年的30%提升至今年的35%。

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