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郭家耀: 憂中概股退市風險港股料考驗20,000關 舜宇(02382.HK)手機鏡頭出貨量受壓
阿思達克 03-14 09:33
安里資產管理董事總經理郭家耀稱,美股上周五(11日)先升後跌,早段受俄烏談判取得正面進展消息刺激,道指一度升幅超過300點,其後升幅逐步收窄,三大指數最終倒跌收市,科技股跌幅最為顯著。美元走勢向好,美國十年期債息回升至2.02厘水平,金價表現回落,油價走勢向上。港股預託證券普遍下跌,預料大市早段跟隨外圍低開。 內地股市上周五造好,滬綜指低開高走,收市上升0.4%,滬深兩市成交額有所縮減。 港股表現持續受壓,指數一度低見20,000點水平,尾市跌幅有所收窄,大市成交增至近月高位。外圍走勢持續波動,投資者憂慮中概股退市風險,加上監管消息致新經濟股持續受壓,預料指數再次考驗20,000點水平,上方阻力在21,200點附近。 另舜宇光學(02382.HK)公布2月份主要產品手機鏡頭出貨量1.09億件,按年下跌15.9%,主要因為智能手機市場需求較弱;按月則下降17.1%,主要是因為2月份春節假期的影響。車載鏡頭出貨量567.1萬件,按月下降24.7%,按年下跌2.2%,主要反映2月份春節假期的影響。手機攝像模組出貨量4,971.6萬件,按年下降24.6%,按月下跌0.6%,主要是因為智能手機市場需求較弱。由於大眾智能手機的規格升級暫緩,主要是由於零部件短缺阻礙規格升級,以及消費情緒疲軟令品牌較專注發展中端機型,今年智能手機相機行業仍面臨挑戰,配件平均售價及毛利率均受壓力。車載鏡頭方面,汽車鏡頭數量增加及新車型推出,將有效推動公司汽車鏡頭及模組業務盈利增長,不過由於貢獻佔比較低,目前未足以扭轉因手機鏡頭收入受壓的表現,需要交出超預期的增長才有望帶動估值回升。 (筆者為證監會持牌人,沒持有上述股份)~
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