大行評級丨高盛:上調舜宇光學科技目標價至83.1港元 維持“中性”評級
高盛發表研究報告指,舜宇光學科技的手機鏡頭出貨量按年增長1%,相機模塊出貨量跌14%,車用鏡頭升29%,首四個月的出貨量分別達到該行此前對上半年預測的65%、73%及58%。該行維持集團“中性”評級,目標價由79.9港元上調至83.1港元。該行計及最新出貨量後,將舜宇光學2025至27年的盈利預測分別上調4%、3%及3%;由於產品組合轉向利潤較高的車用鏡頭,因此調升集團2025至27年的毛利率預測0.4、0.2及0.2個百分點。
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