《大行報告》高盛:舜宇(02382.HK)4月手機鏡頭模組付運優於預期 維持「買入」評級
高盛發表的研究報告指,4月份舜宇光學科技(02382.HK)鏡頭模組出貨量按年升13%,跑贏出貨量按年下跌2%的手機鏡頭,同時增速亦跑贏鏡頭模組出貨量僅升3%的同業丘鈦科技(01478.HK),維持「買入」評級,目標價120元。
該行指出今年首四月舜宇鏡頭模組出貨量達1.77億組,按年增長34%,達該行對其上半年出貨量預測的78%,期內手機鏡頭出貨量為4.3億組,按年升24%,達該行上半年出貨量預測的74%。高盛指出鏡頭模組出貨量好過預期可能會拖累公司產品組合升級,因今年鏡頭模組毛利率僅9%,而手機鏡頭毛利率則為48%。(el/u) ~
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