板块异动 | 手机产业链概念股集体上扬,丘钛科技、舜宇光学科技、比亚迪电子盘中均涨超4%
uSMART盈立智投2月9日消息,周二港股早盘,手机产业链表现强势,截至10:07分,丘钛科技、舜宇光学科技、比亚迪电子盘中均涨超4%,瑞声科技涨近2%。
1月出货量强劲
舜宇光学科技1月手机镜头出货量为1.48亿件,环比增长13.3%,同比增长36.1%。
丘钛科技1月摄像头模组实现销量3642.4万件,同比增长28.2%。
中金、花旗上调舜宇光学科技目标价
中金公司称,舜宇四大产品类别出货量的同比和环比增长都强劲,因主要客户要求其在春节假期之前提前发货;花旗称其开年表现强劲。
中金公司分析师Xudong Chen等人在报告中表示,公司产品升级方面出现积极变化,小米和三星等主要客户上半年正在准备新款旗舰机型,会有多项镜头系统升级。
基于舜宇2021年有望进入苹果供应链等原因,将该股目标价上调17%至225港元,维持该股跑赢行业评级。
花旗分析师Mark Li等人在报告中表示,舜宇已受益于客户需求恢复正常 和供应链管理改善。
对该股评级为买进,目标价230港元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.