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舜宇(02382.HK)急吐10%曾失50天線 美國加強限制華為
阿思達克 08-18 11:07
舜宇光學科技(02382.HK)中績僅多賺22%符預期,但增速遠低於2020年全年多賺60%,加上美國商務部發布限制華為獲得外國製造芯片新規定,進一步收緊美國對其獲得關鍵零部件能力限制。該股今早急吐曾一舉跌破50天、20天及10天線(133元、143.4元及144元),最低見131.1元,現造133.5元,急挫9.9%,為最傷藍籌,成交急增至1,553萬股,已三個月來最多,涉資20.86億元。

舜宇昨天收市後公布,截至6月底止中期純利按年升22%至17.49億元人民幣(下同),符合本網綜合5間券商之前預測範圍(17.14-18.35億元)及預測中位數按年升21%至17.32億元;每股盈利159.84分,維持不派中期息。期內,營業額按年升21%至188.64億元,其中光學零件事業收入按年升2.4%至約38.6億元,光電產品事業收入按年升27%至約148.7億元,光學儀器事業收入按年升3.9%至約1.26億元。上半年毛利升28.4%至36.76億元,毛利率按年升約1.1個百分點至約19.5%,主要受惠光電產品事業下手機攝像模組毛利率按年有所上升推動。

大摩績後表示,舜宇中期純利大致符合該行預期,基於公司旗下客戶多元化,維持公司「增持」評級看170港元,但關注中美關係緊張,對公司營運潛在帶來風險。

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