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《大行報告》高盛:舜宇(02382.HK)管理層料下半年智能手機需求復甦
高盛發表研究報告指出,舜宇(02382.HK)上周五(27日)舉行管理層會議,投資者關注智能手機市場需求、手機攝像頭競爭、汽車業務及毛利前景。總而言之,管理層預期今年上半年智能手機市場前景疲弱,但隨著新型號智能手機的發布,相信於今年下半年或2023年市場需求潛在復甦,加上在新客戶市場份額增加的推動下,維持今年對舜宇手機鏡頭、手機攝像模組分別按年增長5%至10%,及10%至15%的指引預測。 此外,該行引述舜宇管理層料每輛車的攝像頭數量不斷增加,以及對先進駕駛輔助系統或自動駕駛的規格升級,維持對車載鏡頭市場正面的看法,保持對車載鏡頭出貨量按年增長20%至30%的指引預測。 高盛對舜宇目標價105元,評級「沽售」,以反映對智能手機攝像頭競爭日益劇烈的憂慮,或影響舜宇的出貨量。
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