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《大行》里昂升舜宇(02382.HK)目標價至96.9元 中期業績勝預期
阿思達克 08-21 11:12
里昂發表研究報告指,舜宇光學科技(02382.HK)上半年淨利潤為16.5億元人民幣(下同),高於市場預期。公司管理層預計,今年手機相關收入將按年增長5%至10%,並預期下半年手機鏡頭(HLS)和手機鏡頭模組(HCM)毛利率將與上半年相若。公司又預期今年車載相關收入按年增長率超過20%,其中下半年車載鏡頭(VLS)和車載鏡頭模組(ACM)收入將同步增長。 該行預計舜宇光學手機業務的利潤將持續改善,而其車載及XR業務將推動公司長期增長。該行上調公司今明兩年盈測5%及9%,分別至36.9億和41.7億元,並將其目標價由88.7港元上調至96.9港元,維持「跑贏大市」評級。
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