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麥格理:美國加碼華為限制措施 料對舜宇(2382.HK)影響中性至輕微負面
格隆匯 08-18 12:56

麥格理髮表報告表示,就美國加碼華為限制措施,該行認為事件對舜宇(2382.HK)影響為中性至輕微負面,而舜宇客户覆蓋主要安卓平台的智能手機生產商如三星、小米(1810.HK)、Oppo及Vivo,但其並無蘋果公司的訂單。自華為手機未能使用Google手機服務,海外的高端手機市場份額正流向蘋果及三星,料華為因晶片供應緊絀,在中國高端智能手機市場份額將會流失予蘋果公司。

該行指,舜宇今年上半年收入優於該行及市場原預期各6%及5%,主要是手機鏡頭模組增長所推動,毛利率提升1.1個百分點至19.5%,低於該行預期0.5個百分點,但符合市場預期。

麥格理表示,舜宇今早10時半會開分析員會議,將提供最新今年營運指引,而該行目前正檢視對舜宇的投資評級及目標價(此前予其“跑贏大市”評級及目標價152港元)。

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