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《大行報告》大華繼顯引述舜宇(02382.HK)指手機需求弱及規格升級停滯 料今年難明顯復甦
舜宇光學(02382.HK)今日股價受壓,盤中曾低見89.2元一度下挫6.7%,最新報89.5元跌6.4%。大華繼顯發表報告,指與舜宇光學管理層進行溝通,引述管理層表示對智能手機終端用戶需求持謹慎態度,預計今年不會出現明顯的復甦跡象,但管理層仍對公司長期發展充滿信心,因蘋果公司(AAPL.US)和三星供應鏈的份額增加,以及車載鏡頭及AR/VR業務長期擴張, 該行引述舜宇光學管理層指智能手機需求疲軟和規格升級趨勢停滯,相關拐點仍未看到。長期來看,舜宇光學認為仍有充足的空間以應對一旦宏觀逆風消退。管理層強調了可折疊手機中光學元件(例如超薄鏡頭組)的潛在增長和規格升級。截至目前,可折疊手機僅佔去年智能手機銷量的0.5%。 大華繼顯維持對舜宇光學「持有」投資評級,下調目標價由112.2元降至111.3元,基於預測2023年市盈率25.9倍。
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