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《大行報告》中金:春節效應帶動舜宇(02382.HK)1月出貨量增速提升 靜待盈利能力修復拐點
阿思達克 02-07 09:53
中金發表報告指,舜宇光學科技(02382.HK)公布了1月出貨量數據。手機光學受到2024年春節假期與2023年的錯期影響,1月出貨量增速提升,月內公司手機鏡頭及手機攝像模組產品均呈現按年增長態勢。公司手機攝像模組產品出貨6,225.6萬片,按年增長52.9%;手機鏡頭產品出貨1.03億片,按年增長54.8%。 車載相關產品方面,該行指,得益於國內新能源品牌汽車的銷量增長以及聖誕假期導致的遞延交貨,公司1月車載鏡頭出貨1,204.8萬片,按年增長31.2%,持續反映汽車明確的智能化趨勢以及舜宇自身優質的產品競爭力。 中金建議靜待舜宇盈利能力修復拐點;舜宇目前估值相當於預測今明兩年市盈率分別20.3倍及15.9倍。維持公司2023年至2025年淨利潤預測分別為11.9億、23.3億及28.3億元人民幣。維持目標價於81.9港元,評級「跑贏行業」。
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