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《大行報告》匯豐研究下調舜宇(02382.HK)目標價至263.9元 評級「買入」
阿思達克 06-07 10:37
匯豐環球研究發表報告,相信舜宇光學科技(02382.HK)是A股及H股科技板塊中有最佳定位的股份之一,可捕捉智能汽車的長期增長機會,認為集團主要是受惠於鏡頭模組、光學雷達(LiDAR)等多種光學零件上均有強勁定位。

該行表示,集團正在達到於2025年獲得智能汽車零件103億元人民幣收入機會的路上,對比去年僅為23億元人民幣。而該行的基礎情境假設舜宇的汽車鏡頭收入會由去年的22.8億元人民幣,增至2023年的51.08億元,意味年均複合增長率為31%。

匯豐研究下調舜宇今年至2023年純利預測分別0.9%、2.3%及3.7%,以反映對集團的鏡頭價格預測下調,及調整汽車鏡頭出貨量預測。股份目標價亦由275.7元降至263.9元,評級維持「買入」。

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