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手機設備股逆市造好 舜宇(02382.HK)午後升幅擴至逾4%
恆指現報19,764,續跌103點或0.5%,總成交額僅659億元。然而,手機設備股逆市造好。 藍籌舜宇光學(02382.HK)4月手機鏡頭及車載鏡頭出貨量按月分別升13.4%及23.1%。該股繼今早低見79.85元獲承接半日逆市重越10天線(81.5元)後,下午升幅擴大,最高見84.05元,現報83.75元,回升4.1%,為最強藍籌。 高偉電子(01415.HK)升5.4%報15.96元;瑞聲(02018.HK)及比亞迪電子(00285.HK)也升近2%-2.5%,報17.24元及24.25元。 舜宇昨天收市後公布,4月手機鏡頭出貨量按年降25.3%至9,559.9萬件,但按月升13.4%。手機攝像模組出貨量按年降9.7%至4,618.7萬件,按月升26.9%。車載鏡頭出貨量按年升23.1%至779.6萬件,主要是因為車載攝像頭市場需求隨著汽車供應鏈中關鍵零部件缺貨的緩解而有所增長。
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