大行評級|花旗:舜宇去年下半年淨利預測符合預期 予“買入”評級及目標價77港元
花旗發表報吿指,舜宇光學科技發盈喜,預計去年下半年淨利預測中間值達16.15億元,大致符合該行預期,主要因為智能手機市場復甦帶動產品組合改善,平均售價上升及銷售量改善;及ADAS應用增加及新能源車銷量強勁帶來強勁的VLS需求。就今年1月出貨量而言,手機鏡頭模塊和手機鏡頭因人民幣影響而落後,而車載鏡頭因低基數和中國新能源車客户需求增加而持續改善。
花旗指,近期該股反彈部分反映舜宇受惠於國家手機補貼、ADAS滲透率上升、AI智慧眼鏡和機器視覺的商機。近期催化因素包括在MWC之前推出新機種(華為、小米等)、去年下半年業績等。該行給予其目標價77港元,評級“買入”。
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