《大行》里昂引述舜宇(02382.HK)指手機鏡頭產品升級帶動市場價值穩增 內地智駕需求推動車載鏡頭出貨量
里昂發表研究報告指,維持舜宇光學(02382.HK)「跑贏大市」評級及目標價88.6元。舜宇昨日舉行投資者日,該行引述舜宇管理層表示雖然智能手機出貨量持平,但今年料手機市場價值將增長7%。公司料玻塑混合鏡頭今年付運按年大增4倍以上,以滿足長焦潛望鏡及小型化/超薄主攝的光學升級需求。
集團又認爲採用中國汽車品牌將帶動汽車鏡片組出貨量的強勁增長。該行表示,隨着中國和海外智能駕駛的滲透,舜宇的汽車鏡頭和模組需求強勁,而其在XR和機器人領域的領先技術應爲其能帶來長期增長動力。
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