《大行報告》瑞信引述舜宇(02382.HK)管理層料今年毛利率按年改善 冀手機鏡頭毛利率維持40%
瑞信發表報告,引述舜宇光學(02382.HK)管理層預料全球智能手機市場按年增長低單位數,較年初預期疲弱,降低鏡頭規格的趨勢在今年仍然存在。而集團的出貨量指引未變,不過由於需求疲弱及海外疫情,出貨指引仍然面對壓力。
該行表示,集團指引今年整體毛利率按年有改善,期望手機鏡頭的毛利率維持在約40%,至於手機鏡頭模組的毛利率目標為10%至12%,車載鏡頭則更為穩定於最少40%。
瑞信維持對舜宇光學股份「跑贏大市」評級,目標價250元。
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