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大行評級|中銀國際:上調舜宇光學科技目標價至89港元 上調今明兩年每股盈測
格隆匯 03-26 13:37

中銀國際發表研究報告指,舜宇光學科技去年業績整體不如預期。雖然期內產品組合和平均售價有所改善,但手機相機模塊的出貨量疲軟拖累了整體復甦步伐。公司今年的指引表明,將採取更積極的策略,在保持車載鏡頭主導地位的同時,會獲得更多的手機相機和模塊的市場份額。

該行將集團2025及26年的每股盈測分別上調3%和5%,以反映智能手機產品組合改善和手機國補的影響。該行維持“買入”評級,目標價由77港元上調至89港元。

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