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大行評級|建銀國際:下調舜宇光學科技目標價至98港元 維持“優於大盤”評級
格隆匯 04-09 13:59

建銀國際發表研報指,舜宇光學科技2024財年下半年收入按年增長12%,符合市場預期,其中手機鏡頭及車載攝像頭模組是主要驅動因素;營業利潤按年增長23%,營業利潤率爲6.5%,符合公司發佈的盈利預告;淨利潤按年增長145%,按半年則增長50%,符合預期。

該行認爲,舜宇光學科技業績表現出現復甦,主要由於智能手機市場復甦帶動出貨量增長;手機鏡頭及手持攝像頭模組產品組合優化,以及平均銷售單價和毛利率提升;新能源及汽車智能技術需求上升,帶動車載鏡頭(VLS)出貨量增加。該行將舜宇光學科技目標價下調至98港元,維持“優於大盤”評級。

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