港股異動 | 舜宇(2382.HK)重挫約10% 月內跌幅達31% 機構料去年業績遜預期
格隆匯3月11日丨舜宇(2382.HK)跌幅擴大至9.7%,月內跌幅達31%。報127.8港元創16個月新低價,總市值1400億港元。公司2月手機鏡頭出貨量同比下跌15.9%。瑞信發表研報,指由於芯片短缺,預計舜宇光學科技去年全年及下半年業績料遜預期,下半年收入料按年跌6%,較市場預期低出9%。由於手機鏡頭競爭加劇,該行預期毛利率將按年下降4.2%,淨利潤料跌30%,較市場預期分別低出1.7個百分點及15%。瑞銀維持舜宇中性評級,目標價降至200港元,該行將其2021年及2022年每股盈利預測下調9%及11%。

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