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板塊異動 | 手機產業鏈概念股集體上揚,丘鈦科技、舜宇光學科技、比亞迪電子盤中均漲超4%

uSMART盈立智投2月9日消息,週二港股早盤,手機產業鏈表現強勢,截至10:07分,丘鈦科技、舜宇光學科技、比亞迪電子盤中均漲超4%,瑞聲科技漲近2%。

1月出貨量強勁

舜宇光學科技1月手機鏡頭出貨量爲1.48億件,環比增長13.3%,同比增長36.1%。

丘鈦科技1月攝像頭模組實現銷量3642.4萬件,同比增長28.2%。

中金、花旗上調舜宇光學科技目標價

中金公司稱,舜宇四大產品類別出貨量的同比和環比增長都強勁,因主要客戶要求其在春節假期之前提前發貨;花旗稱其開年表現強勁。

中金公司分析師Xudong Chen等人在報告中表示,公司產品升級方面出現積極變化,小米和三星等主要客戶上半年正在準備新款旗艦機型,會有多項鏡頭系統升級。

基於舜宇2021年有望進入蘋果供應鏈等原因,將該股目標價上調17%至225港元,維持該股跑贏行業評級。

花旗分析師Mark Li等人在報告中表示,舜宇已受益於客戶需求恢復正常 和供應鏈管理改善。

對該股評級爲買進,目標價230港元。

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