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野村:維持舜宇(2382.HK)目標價135港元 評級“中性”
格隆匯 06-26 12:48

野村發表研究報告指,今年智能手機相機模組的平均售價可能下降6-7%,挑戰主要來自新冠肺炎、技術戰和5G手機成本上漲等,但明年情況應該會有所改善。該行維持舜宇光學(2382.HK)目標價135港元,評級維持“中性”。

野村指,中低端光學產品的價格競爭日趨激烈,但舜宇相信其比競爭對手具有容量、規模和技術優勢。另外,舜宇又預計到2021年,智能手機將有真正的屏下前置攝像頭,對微型前置攝像頭的需求將會增加。

野村預計,今年全球智能手機出貨量將同比下降12.5%,當中中國將同比下降11%;印度將同比下降22%。舜宇估計,全球5G智能手機的出貨量可能會比今年年初的預測下調約5.7%,集團將改善客户關係、提高製造規模與技術領先地位,以及全球供應能力。

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