港股详情

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舜宇光学科技

65.500

-0.050-0.08%

成交量：722.58万

成交额：4.70亿

市值：717.23亿

市盈率：24.76

高：66.200

开：65.350

低：64.100

收：65.550

数据加载中...

总览公司新闻公告

杰富瑞升舜宇光学科技评级至买入目标价下调至80港元

苹果概念股，集体大涨！机构：看好果链公司估值修复

21世纪经济报道

《港股》恒指高开449点比亚迪电子及舜宇涨逾6% 车股造高

阿斯达克财经

舜宇光学科技盘中异动股价大涨6.48%报69.800港元

中金：维持舜宇光学科技(02382)跑赢行业评级目标价99.2港元

特朗普对等关税“留后门” 手机、电脑、半导体等均在豁免之列

舜宇光学科技3月数据点评：手机光学短期受高基数影响智驾利好初步显现

舜宇光学科技盘中异动下午盘股价大涨5.23%报65.450港元

港股异动 | 苹果概念股拉升转涨高伟电子(01415)涨近6% 舜宇光学(02382)涨超4%

港股异动 | 舜宇光学(02382)跌超3% 3月手机镜头出货量为9431.6万件同比减少16.3%

美银料苹果转移产线成本代价巨大苹果概念股普跌富智康集团(02038)跌3.95%

金十数据整理：每日港股市场要闻速递（4月11日周五）

【湾区早参】香港3月中小企业务收益的现时动向指数升至43.5；首两个月澳门饮食业电子支付增长2.1%

舜宇光学科技：3月手机镜头出货量9431.6万件同比减少16.3%

舜宇光学科技：手机镜头出货量同比下降16.3%

舜宇：3月手机镜头出货量同比下降16.3%

阿斯达克财经

舜宇光学科技(02382)3月手机镜头出货量为9431.6万件，环比减少2.9%，同比减少16.3%

舜宇光学科技04月10日获主力大幅加仓1.74亿元

恒生指数早盘上涨1.80%，恒生科技指数上涨2.36%

港股午评：恒指收涨1.8% 苹果概念股修复

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智驾利好初步显现","url":"https://stock-news.laohu8.com/highlight/detail?id=2527956834","media":"中金公司","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527956834?lang=zh_cn&edition=fundamental","pubTime":"2025-04-13 00:00","pubTimestamp":1744473600,"startTime":"0","endTime":"0","summary":"公司近况舜宇光学科技公布3 月出货量数据：1）手机光学：公司手机摄像模组出货3,731.4 万片，同/环比-10.9%/+5.5%，同行中，丘钛手机摄像模组出货2,944.2万片，同/环比-20.1%/+28.5%，公司与其趋势相似。评论手机光学处于传统淡季，短期出货受高基数影响。车载镜头同比增幅扩大，智驾利好初步显现。随着圣诞和春节因素的消化，舜宇3 月车载镜头出货量恢复环比增长，达到982.1 万片。维持跑赢行业评级和99.2 港币目标价，对应2025/2026 年P/E 29.1x/24.6x，较当前股价有51%涨幅。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250413133727a45758e6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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下午盘股价大涨5.23%报65.450港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2526750409","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526750409?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 13:00","pubTimestamp":1744347616,"startTime":"0","endTime":"0","summary":"2025年04月11日下午盘13时00分，舜宇光学科技股票出现波动，股价急速上涨5.23%。资金方面，该股资金流入4.82357亿港元，流出3.36051亿港元。舜宇光学科技股票所在的电子零件行业中，整体涨幅为1.73%。其相关个股中，超人智能、高伟电子、舜宇光学科技涨幅较大，振幅较大的相关个股有超人智能、高伟电子、瑞声科技，振幅分别为21.80%、10.32%、8.60%。建银国际将舜宇光学科技目标价下调至98港元，维持“优于大盘”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250411130016a6b76242&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250411130016a6b76242&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1608","LU1831875114.USD","BK1170","LU0326950275.SGD","BK1589","LU1211504680.USD","02382","BK1504","BK1521"],"gpt_icon":0},{"id":"2526762505","title":"港股异动 | 苹果概念股拉升转涨 高伟电子(01415)涨近6% 舜宇光学(02382)涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526762505","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526762505?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 11:55","pubTimestamp":1744343707,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，苹果概念股拉升转涨，截至发稿，高伟电子涨5.99%，报21.05港元；舜宇光学涨4.02%，报64.7港元；丘钛科技涨3.65%，报6.25港元；瑞声科技涨3.15%，报62港元；比亚迪电子涨3.06%，报32港元。当地时间4月9日下午，特朗普表示，已授权对不采取报复行动的国家实施90天的关税暂停。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1277258.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01415","BK1179","02018","BK1504","LU0348767384.USD","SG9999006597.SGD","LU1831875114.USD","BK1096","BK1167","02382","00285","SG9999014674.SGD","BK1500","BK1170","LU0326950275.SGD","BK1521","LU0274383008.USD","BK1540","BK1149","BK1589","LU1211504680.USD","LU0348766576.USD","BK1582","BK1607","BK1608","01478","BK1515","BK1580"],"gpt_icon":0},{"id":"2526657483","title":"港股异动 | 舜宇光学(02382)跌超3% 3月手机镜头出货量为9431.6万件 同比减少16.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526657483","media":"智通财经","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526657483?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 10:22","pubTimestamp":1744338131,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，舜宇光学(02382)跌超3%，截至发稿，跌2.09%，报60.9港元，成交额2.37亿港元。消息面上，4月10日，舜宇光学发布公告，2025年3月，手机镜头出货量为9431.6万件，环比减少2.9%，同比减少16.3%。车载镜头出货量为982.1万件，环比增长11.5%，同比增长16.5%。手机摄像模组出货量为3731.4万件，环比增长5.5%，同比减少10.9%。公告称，手机镜头及手机摄像模组出货量同比下降，主要是因为公司专注于中高端案子，且产品结构较去年同期改善。车载镜头出货量同比上升16.5%，环比上升11.5%，主要是因为客户端的需求有所提升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1277208.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1504","BK1589","BK1608","BK1170","LU1831875114.USD","02382","LU0326950275.SGD","LU1211504680.USD","BK1521"],"gpt_icon":0},{"id":"2526575922","title":"美银料苹果转移产线成本代价巨大 苹果概念股普跌 富智康集团(02038)跌3.95%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526575922","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526575922?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 09:33","pubTimestamp":1744335211,"startTime":"0","endTime":"0","summary":"金吾财讯 | 苹果概念股普跌，富智康集团 跌3.95%，高伟电子跌2.11%，瑞声科技跌2.44%，舜宇光学科技跌1.93%，丘钛科技跌1.00%，东江集团控股跌0.55%美银证券发布最新研报指出，尽管从技术角度来看，美国具备足够劳动力完成iPhone的最终组装，但全面转移产线回美的现实操作难度极高，且成本代价巨大。美银估算，仅将iPhone的最终组装环节转移至美国，成本就将上升25%，若叠加对等关税，总成本或飙升91%，严重挤压苹果利润空间。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1b69d927cc31c86eb7c7e8d444eda7a8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957032","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0053666078.USD","LU2462157665.USD","SG9999014914.USD","LU2168564065.EUR","02038","LU1852331112.SGD","LU0072462426.USD","LU2357305700.SGD","LU2247934214.USD","LU0965509101.SGD","LU1642822529.SGD","LU2417539215.USD","LU1582986433.USD","LU0494093205.USD","01415","01478","BK4581","LU2756315664.SGD","LU0861579265.USD","SG9999014575.USD","02018","SG9999002224.SGD","LU1037948897.HKD","BK4515","LU1046421795.USD","LU1066051225.USD","HK0000320264.USD","LU0942090050.USD","LU0170899867.USD","LU2236285917.USD","BK4532","LU1235294995.USD","SG9999015952.SGD","LU2505996681.GBP","MACW.SI","02283","02382","SG9999018865.SGD","LU1935043536.SGD","LU1316542783.SGD","BK4576","IE00BK4W5M84.HKD","LU1261432733.SGD","LU0289961442.SGD","LU1831875114.USD","BK1183","IE00BJTD4V19.USD","LU0784383803.USD","LU1548497426.USD","SG9999015358.SGD"],"gpt_icon":0},{"id":"2526185520","title":"金十数据整理：每日港股市场要闻速递（4月11日 周五）","url":"https://stock-news.laohu8.com/highlight/detail?id=2526185520","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526185520?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 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同比减少16.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526351155","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526351155?lang=zh_cn&edition=fundamental","pubTime":"2025-04-10 16:40","pubTimestamp":1744274400,"startTime":"0","endTime":"0","summary":"格隆汇4月10日丨舜宇光学科技公布2025年3月各主要产品出货量，2025年3月，于光学零件分部，玻璃球面镜片出货量216.2万件，同比增长10.8%；手机镜头出货量9431.6万件，环比减少2.9%，同比减少16.3%；车载镜头出货量982.1万件，同比增长16.5%；其他镜头出货量695万件，同比增长61.1%。于光学零件分部，手机摄像模组出货量3731.4万件，同比减少10.9%；其他光电产品出货量288.8万件，同比减少11.7%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250410164447a6b65935&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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