舜宇(02382.HK)急吐10%曾失50天线 美国加强限制华为
舜宇光学科技(02382.HK)中绩仅多赚22%符预期,但增速远低於2020年全年多赚60%,加上美国商务部发布限制华为获得外国制造芯片新规定,进一步收紧美国对其获得关键零部件能力限制。该股今早急吐曾一举跌破50天、20天及10天线(133元、143.4元及144元),最低见131.1元,现造133.5元,急挫9.9%,为最伤蓝筹,成交急增至1,553万股,已三个月来最多,涉资20.86亿元。
舜宇昨天收市後公布,截至6月底止中期纯利按年升22%至17.49亿元人民币(下同),符合本网综合5间券商之前预测范围(17.14-18.35亿元)及预测中位数按年升21%至17.32亿元;每股盈利159.84分,维持不派中期息。期内,营业额按年升21%至188.64亿元,其中光学零件事业收入按年升2.4%至约38.6亿元,光电产品事业收入按年升27%至约148.7亿元,光学仪器事业收入按年升3.9%至约1.26亿元。上半年毛利升28.4%至36.76亿元,毛利率按年升约1.1个百分点至约19.5%,主要受惠光电产品事业下手机摄像模组毛利率按年有所上升推动。
大摩绩後表示,舜宇中期纯利大致符合该行预期,基於公司旗下客户多元化,维持公司「增持」评级看170港元,但关注中美关系紧张,对公司营运潜在带来风险。
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