《大行報告》美銀證券升舜宇(02382.HK)評級至「中性」 目標價上調至74元
美銀證券發表報告,將舜宇光學(02382.HK)評級由「跑輸大市」上調至「中性」,目標價由55元上調至74元,相信需求回穩及平均售價改善,將會提供下行保護,但股價走勢仍然受制於市場競爭及該股的高估值。該行將公司2023至2025年盈利預測上調1%至5%,反映需求及平均售價改善,以及市場份額提升的潛力。
報告指,公司的產能使用率自第三季起改善,手機鏡頭及手機攝像模組的產能使用率,分別由去年下半年的50%及60%,提升至60%及70%,低端鏡頭的平均售價回穩,中高端開始回升,估計平均售價每提升5%,將會推動經營溢利擴充3%至4%,不過內地代工生產商採用更多本地感光元件以降低成本,將會拖低舜宇攝像模組平均售價及利潤率的恢復步伐。
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