港股異動 | 舜宇(2382.HK)跌逾6% 6月手機鏡頭出貨量同比下降27.1%
格隆匯7月12日丨舜宇光學科技(2382.HK)低開低走,現報215.6港元,跌6.34%,暫成交5億港元,最新市值2364億港元。舜宇上週五(9日)晚間發佈今年6月各主要產品出貨量,期內,手機鏡頭出貨量同比下降27.1%至8581.6萬件,環比下降13.7%,主要是因為受海外疫情及國內智能手機市場需求放緩的影響。車載鏡頭出貨量同比增長34.6%至494.5萬件,主要是因為公司車載鏡頭市場份額的上升及去年同期受疫情影響。瑞銀曾發研報指,舜宇在鏡頭模組及鏡頭市場份額持續提升,並保持於車載鏡頭市場的領先地位,但相關利好因素大致上已反映在股價上,因此將評級由“買入”降至“中性”。該行將今明兩年每股盈測下調1%及12%,目標價由280港元降至260港元。

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