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港股異動 | 舜宇(2382.HK)跌逾5% 管理層料全球智能手機市場按年增長率較年初預期疲弱
格隆匯 11-08 15:29
格隆匯11月8日丨舜宇(2382.HK)今日小幅高開後快速走低,現報209港元,跌5.52%,暫成交10億港元,最新市值2292億港元。瑞信近日發研報指,引述舜宇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,維持對其“跑贏大市”評級,目標價250港元。麥格理曾將舜宇目標價由248.68港元降至189.4港元,維持“中性”評級。該行指集團9月出貨量疲弱,而第三季為傳統安卓智能手機客户旺季,惟今年的訂單疲弱,因中國消費疲弱、中低端5G智能手機的IC短缺等。該行估計第四季出貨量按季較弱,與往年情況相似。

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