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《大行报告》汇丰研究下调舜宇(02382.HK)目标价至263.9元 评级「买入」
阿思达克 06-07 10:37
汇丰环球研究发表报告,相信舜宇光学科技(02382.HK)是A股及H股科技板块中有最佳定位的股份之一,可捕捉智能汽车的长期增长机会,认为集团主要是受惠於镜头模组、光学雷达(LiDAR)等多种光学零件上均有强劲定位。

该行表示,集团正在达到於2025年获得智能汽车零件103亿元人民币收入机会的路上,对比去年仅为23亿元人民币。而该行的基础情境假设舜宇的汽车镜头收入会由去年的22.8亿元人民币,增至2023年的51.08亿元,意味年均复合增长率为31%。

汇丰研究下调舜宇今年至2023年纯利预测分别0.9%、2.3%及3.7%,以反映对集团的镜头价格预测下调,及调整汽车镜头出货量预测。股份目标价亦由275.7元降至263.9元,评级维持「买入」。

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