大行評級|麥格理:維持對舜宇的正面看法 指其正處於亞洲市場重點買入名單
麥格理髮表研究報吿引述市場統計指,舜宇2023財年的智能手機鏡頭及模組銷售規模市佔率分別達26%及13%,並位列行業的全球第一。智能手機相關業務方面,舜宇將全球智能手機銷售增長預測由1.75%上調至3.5%;中國智能手機銷量增長預測由1.1%下調至0.4%。公司管理層亦預期,每部智能手機的鏡頭密度將維持穩定。汽車相關業務方面,舜宇2023財年汽車鏡頭市佔率為31%;高級輔助駕駛系統相關鏡頭市佔率為50%。麥格理認為,舜宇在汽車鏡頭領域上正保持絕對領先,亦在光學雷達領域處於有利位置。麥格理表示,對未來智能手機、汽車和智慧視覺應用鏡頭升級週期更有信心。同時維持對舜宇的正面看法,並指公司正處於該行的亞洲市場重點買入名單。該行將舜宇目標價定於65港元,予以“跑贏大市”評級。
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