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《大行報告》摩通:舜宇(02382.HK)降今年全球智能手機付運預測 料中國付運跌5.1%
阿思達克 06-16 12:03
摩根大通發表研究報告指,舜宇光學(02382.HK)舉行本年度全球投資者日,管理層對今年智能手機出貨量的預測較爲保守,智能手機出貨量預期從按年增長0.3%,下調至下跌6.3%,預測達到11億部,當中中國智能手機市場出貨量料下跌5.1%至2.6億部,預示着下半年復甦幅度或有限。 面對手機出貨量走弱,公司專注於提高盈利能力和及產品創新,同時對汽車和XR業務保持樂觀,預期智能手機鏡頭規格升級趨勢會持續。摩通維持舜宇「中性」評級,認爲智能手機產品組合在下行週期有所改善,汽車業務亦持續增長,都反映出舜宇的經營能力,預期復甦前景未必平坦,但當前估值合理,予目標價97元,對應2024年預測市盈率約23倍。
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