《大行報告》瑞信:舜宇(02382.HK)4月付運持續改善 受惠安卓手機商補庫存
瑞信發表研究報告指出,舜宇(02382.HK)披露4月份手機攝像模組出貨量按年跌10%,按月增長27%;手機鏡頭出貨量按年跌25%,按月升13%;車載鏡頭出貨量按年升23%,按月升8%。首四個月的手機攝像模組出貨量按年跌23%,手機鏡頭及車載鏡頭出貨量分別跌33%及增長27%。
該行認為,舜宇智能手機產品的連續改善,是由於安卓手機商補庫存。至於最近安卓新手機上市及「618」購物節補貨,或為舜宇短期內的出貨量提供支持,但市場對整體智能手機復甦趨勢期望過高。該行維持對舜宇「中性」評級,目標價101元。
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