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港股
详情
本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
舜宇光学科技
67.850
+2.350
3.59%
手动刷新
成交量:
805.85万
成交额:
5.46亿
市值:
742.96亿
市盈率:
25.44
高:
68.800
开:
64.600
低:
64.100
收:
65.500
数据加载中...
总览
公司
新闻
公告
港股电子零件股盘中一路走高,舜宇光学科技(02382.HK)涨超5.5%,丘钛科技(01478.HK)、高伟电子(014
美港电讯
·
04-02
舜宇光学科技04月01日获主力加仓3345万元
市场透视
·
04-01
大摩:降舜宇光学科技(02382)评级至“与大市同步” 升瑞声科技(02018)目标价至65港元
智通财经
·
04-01
港股午评:恒生指数涨1.06% 恒生科技指数涨1.8%
美港电讯
·
04-01
知名基金经理隐形重仓股揭晓!他们正在“激战”白酒
银柿财经
·
03-31
舜宇光学科技持续提升手机和车载光学技术能力,龙头地位稳固
东方证券
·
03-31
舜宇光学科技:光学升规需求持续 策略调整巩固格局
国盛证券
·
03-30
港股收评:恒生指数跌0.65% 恒生科技指数跌1.48%
美港电讯
·
03-28
【券商聚焦】国证国际维持舜宇光学科技(02382)“增持”评级 指其将收益于高端镜头和摄像模组的需求增加
金吾财讯
·
03-28
舜宇光学科技03月27日获主力加仓6564万元
市场透视
·
03-27
招银国际:降舜宇光学科技(02382)目标价至101.47港元 评级“买入”
智通财经
·
03-27
股价大挫12%,舜宇光学科技净赚27亿也无用?
投资时报
·
03-27
【港股苹果概念股多数下跌,丘钛科技跌超3%】港股苹果概念股多数下跌,丘钛科技跌超3%,高伟电子、比亚迪电子、舜宇光学科技跌超1%。
金融界
·
03-27
大和:升舜宇光学科技(02382)目标价至85港元 评级降至“跑赢大市”
智通财经
·
03-26
麦格理:给予舜宇光学科技“跑赢大市”评级 降目标价至112.7港元
新浪港股
·
03-26
小摩:升舜宇光学科技(02382)目标价至65港元 评级“中性”
智通财经
·
03-26
中银国际:升舜宇光学科技(02382)目标价至89港元 评级“买入”
智通财经
·
03-26
里昂:微升舜宇光学科技目标价至88.6港元 评级“跑赢大市”
新浪港股
·
03-26
《大行》汇丰研究:舜宇(02382.HK)今年利润率可回升 维持“买入”评级
阿斯达克财经
·
03-26
《大行》里昂上调对舜宇(02382.HK)目标价至88.6元 维持“跑赢大市”评级
阿斯达克财经
·
03-26
更多
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16:15","pubTimestamp":1743495306,"startTime":"0","endTime":"0","summary":"04月01日, 舜宇光学科技股价涨1.68%,报收72.55元,成交金额10.14亿元,换手率1.27%,振幅4.91%,量比0.72。舜宇光学科技今日主力资金净流入3345万元,连续5日净流入,上一交易日主力净流入1.38亿元。近一年数据显示,该股主力连续5日净流入后,次日上涨概率为63.64%,平均涨幅为2.34%。该股近5个交易日下跌6.17%,主力资金累计净流入4.22亿元;近20日主力资金累计净流入6.15亿元,其中净流入天数为12日。该股主力净额占比0.04%,港股市场排名142/2654。","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=nesSN20250401165345a6aba913&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, 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14:39","pubTimestamp":1743489544,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根士丹利发布研报称,将舜宇光学科技目标价由72港元上调至80港元,但认为其2025年预期市盈率23倍相较于大立光并不吸引人,因此将评级由“增持”下调至“与大市同步”。自2024年11月1日以来,舜宇跑赢大立光46个百分点,该行认为正面因素已反映在股价中。大摩将大立光评级由“与大市同步”升至“增持”,目标价上调至3200元新台币。建议由舜宇换马至转向大立光。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1272508.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02382","02018"],"gpt_icon":1},{"id":"2524139858","title":"港股午评:恒生指数涨1.06% 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19:40","pubTimestamp":1743421200,"startTime":"0","endTime":"0","summary":"随着公募基金2024年年报密集披露,知名基金经理的隐形重仓股动向浮出水面。震荡市中,也有不少基金经理以守为攻,如张坤、鲍无可均未换仓至AI等热门板块,隐形重仓股变动较小;焦巍则以退为进,将重仓股大举换至银行、保险、基建等防御板块。但也有基金经理仍看好白酒企业的低估值和丰厚现金流。2024年下半年,赵枫新进重仓了山西汾酒,截至2024年末持仓市值位列第10。","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":"https://finance.sina.com.cn/stock/relnews/hk/2025-03-31/doc-inerqfeh6921739.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["600690","600025","601633","02382","300331","301358","300285","605377","06078","688169","601088","000999","601138","002273","600795","600703","000568","300832","003816","300760","603195","002123","603833","688111","600132","000921","601398","600415","600674","601985","002938","601318","603688","300433","600900","688256","00522","002371","001965","600519","002271","002648","600887","601601","301626","002352","000333","002624"],"gpt_icon":1},{"id":"2523957851","title":"舜宇光学科技持续提升手机和车载光学技术能力,龙头地位稳固","url":"https://stock-news.laohu8.com/highlight/detail?id=2523957851","media":"东方证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523957851?lang=zh_cn&edition=fundamental","pubTime":"2025-03-31 12:23","pubTimestamp":1743394990,"startTime":"0","endTime":"0","summary":"1)车载镜头出货量同增约13%至1.02亿件,完成加热车载镜头和超低反镀膜车载镜头的研发并获项目定点;全球首发高性价比的800万像素前视玻塑混合车载镜头,进一步夯实了在高端ADAS车载镜头市场中的技术领先地位。凭借在7P手机镜头、玻塑混合手机镜头及多群组手机镜头等产品中的核心竞争力,公司手机镜头的平均单价和毛利率均实现提升。","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=nesSN20250331124042a6aa0df5&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, 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年出货超1亿颗,同比增长12.7%,全球市占率约32.3%,稳定第一。手机光学升级需求确定,策略调整追求份额提升、巩固格局。基于手机光学升级、多场景视觉前景拓展,我们给予舜宇30x 2025 P/E,上调舜宇目标价至105 港币,重申“买入”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=nesSN20250330181621a6a94002&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, 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指其将收益于高端镜头和摄像模组的需求增加","url":"https://stock-news.laohu8.com/highlight/detail?id=2522510305","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522510305?lang=zh_cn&edition=fundamental","pubTime":"2025-03-28 15:58","pubTimestamp":1743148705,"startTime":"0","endTime":"0","summary":"展望2025年由于业务模组策略调整预估整体量增价平,整体指引目标2025年业务稳健增长。该行表示,公司2024财年的业绩复苏令人欣喜,2025年面对智能手机市场逐步回暖,智能车载持续渗透,以及XR商业化进程加速,对高端镜头和摄像模组的需求增加,公司作为行业龙头将受益。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1956202","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":["02382"],"gpt_icon":0},{"id":"2522882329","title":"舜宇光学科技03月27日获主力加仓6564万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522882329","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522882329?lang=zh_cn&edition=fundamental","pubTime":"2025-03-27 16:25","pubTimestamp":1743063911,"startTime":"0","endTime":"0","summary":"03月27日, 舜宇光学科技股价涨0.27%,报收75.45元,成交金额11.16亿元,换手率1.36%,振幅5.18%,量比0.81。舜宇光学科技今日主力资金(超大单+大单)净流入6564万元,上一交易日主力净流入1.28亿元。该股近5个交易日下跌12.57%,主力资金累计净流入1.61亿元;近20日主力资金累计净流入3.80亿元,其中净流入天数为11日。该股主力净额占比0.08%(主力资金净额/流通市值),港股市场排名97/2648。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","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=nesSN20250327174537a443ca22&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, 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15:14","pubTimestamp":1743059684,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,招银国际发布研报称,舜宇光学科技去年收入及净利润同比增长21%及146%,受益于所有细分业务强劲增长以及更好的产品结构带来毛利率改善。该行将目标价由102.89港元降至101.47港元,评级“买入”。该行表示,长远来看,相信公司将受益于AI手机升级、ADAS普及、AI眼镜产品周期和嵌入式智能机器人方面的业务增长机会。该行稍微调整今明两年的每股盈利预测,以反映去年的业绩、出货量指引和更好的利润水平。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268825.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02382"],"gpt_icon":0},{"id":"2522314683","title":"股价大挫12%,舜宇光学科技净赚27亿也无用?","url":"https://stock-news.laohu8.com/highlight/detail?id=2522314683","media":"投资时报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522314683?lang=zh_cn&edition=fundamental","pubTime":"2025-03-27 14:08","pubTimestamp":1743055714,"startTime":"0","endTime":"0","summary":"舜宇光学科技业绩公告显示,2024年,公司车载镜头的出货量同比增长约12.7%至1.02亿件,全年出货量首次突破1亿件大关;手机镜头出货量增速也在13%以上、至13.24亿件。舜宇光学科技收入主要来源于前两分部。据其业绩公告,这一年舜宇光学科技的毛利率为18.3%,较上年提升约3.8个百分点,主要是受益于产品结构的改善,公司手机镜头和手机摄像模组的毛利率提升。","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=nesSN202503271412409724d9d4&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, 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09:57","pubTimestamp":1743040658,"startTime":"0","endTime":"0","summary":"港股苹果概念股多数下跌,丘钛科技跌超3%,高伟电子、比亚迪电子、舜宇光学科技跌超1%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/03/27095749077636.shtml","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":"jinrongjie_stock","symbols":["01415","LU0274383008.USD","02382","HSTECH","BK1582","BK1515","LU0326950275.SGD","BK1096","BK1179","BK1607","BK1540","LU1211504680.USD","BK4614","01478","LU0348767384.USD","BK1170","BK1504","YANG","LU1831875114.USD","00285","LU0348766576.USD","BK1580","BK1521","BK1589","BK1608","HSCEI","BK1149"],"gpt_icon":0},{"id":"2522823707","title":"大和:升舜宇光学科技(02382)目标价至85港元 评级降至“跑赢大市”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522823707","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522823707?lang=zh_cn&edition=fundamental","pubTime":"2025-03-26 17:51","pubTimestamp":1742982662,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,大和发表研究报告指,舜宇光学科技(02382)对今年指引持谨慎态度,尤其今年手机镜头模组(HCM)毛利率指引达8%至10%,令市场大感失望,又指智能手机补贴政策未能带来明显效益。该行指,公司下半年业绩表现符合预期,其收入同比升3%至194亿元人民币,高于该行预期,但低于市场预期,毛利率同比升5.2个百分点至19.3%,高于预期,全年每股盈利达2.48元人民币。该行将公司在2025年至2026年收入预测上调2%,同时将其目标价由80港元上调至85港元,评级由“买入”降至“跑赢大市”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268104.html","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":"stock_zhitongcaijing","symbols":["02382"],"gpt_icon":0},{"id":"2522810462","title":"麦格理:给予舜宇光学科技“跑赢大市”评级 降目标价至112.7港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522810462","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522810462?lang=zh_cn&edition=fundamental","pubTime":"2025-03-26 16:14","pubTimestamp":1742976840,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 麦格理发布研报称,舜宇光学科技(02382)新任首席执行官对2025年给出了乐观的指引,看好该公司正从以产品为中心的企业,向科技赋能者战略转型,认为舜宇除了在智能手机及汽车零部件领域可取得更多市场份额外,在AI眼镜及机器人领域发展亦处于有利地位,将近日股价回调视为入市机会,继续列为该行的精选买入股份,给予“跑赢大市”评级。但基于新经营指引及营运开支比率,该行将舜宇今明两年净利润预测下调2%及5%,目标价从125.6港元下调至112.7港元。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-26/doc-ineqykxq1643615.shtml","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":"sina","symbols":["02382"],"gpt_icon":0},{"id":"2522817389","title":"小摩:升舜宇光学科技(02382)目标价至65港元 评级“中性”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522817389","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522817389?lang=zh_cn&edition=fundamental","pubTime":"2025-03-26 16:03","pubTimestamp":1742976221,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根大通发布研报称,舜宇光学科技(02382)对今年的展望持正面态度,主要的收入动力来自于汽车业务,且由于均价趋于稳定及产品组合改善,料利润率持续提升。虽然小摩相信舜宇光学最坏的时间已经过去,但仍维持集团的“中性”评级,认为集团的智能手机与XR业务的增长前景将在今年正常化,而其他如机器人等新业务则仍需要时间才能作出更明显的贡献。不过,该行上调集团今年每股盈测6%至2.7元人民币,并料明年每股盈测达3.1元人民币,将集团相应目标价由55至上调至65港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1267936.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02382"],"gpt_icon":0},{"id":"2522811070","title":"中银国际:升舜宇光学科技(02382)目标价至89港元 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15:36","pubTimestamp":1742974587,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中银国际发布研报称,舜宇光学科技(02382)去年业绩整体不如预期。虽然期内产品组合和平均售价有所改善,但手机相机模组的出货量疲软拖累了整体复苏步伐。公司今年的指引表明,将采取更积极的策略,在保持车载镜头主导地位的同时,会获得更多的手机相机和模组的市场份额。该行将集团2025及26年的每股盈测分别上调3%和5%,以反映智能手机产品组合改善和手机国补的影响。该行维持“买入”评级,目标价由77港元上调至89港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1267922.html","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":"stock_zhitongcaijing","symbols":["02382"],"gpt_icon":0},{"id":"2522815232","title":"里昂:微升舜宇光学科技目标价至88.6港元 评级“跑赢大市”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522815232","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522815232?lang=zh_cn&edition=fundamental","pubTime":"2025-03-26 15:25","pubTimestamp":1742973900,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 里昂发布研报称,舜宇光学科技(02382)指引手机业务前景良好,汽车业务前景令人鼓舞。公司预期手机镜头(HLS)出货量将较去年同期增长5%,平均售价及利润率将改善。公司目标是手机相机模块(HCM)出货量增长5%至10%,平均售价持平,利润率较高;车用镜头出货量指引增长15%至20%,利润率稳定。该行大致维持对其盈利预测,并将目标价由88.3港元轻微上调至88.6港元,维持“跑赢大市”评级。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-26/doc-ineqykxr8977976.shtml","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":"sina","symbols":["02382"],"gpt_icon":0},{"id":"2522781952","title":"《大行》汇丰研究:舜宇(02382.HK)今年利润率可回升 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2522781952","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522781952?lang=zh_cn&edition=fundamental","pubTime":"2025-03-26 15:14","pubTimestamp":1742973240,"startTime":"0","endTime":"0","summary":"汇丰研究发表研报指,舜宇光学(02382.HK) 去年下半年盈利表现胜市场预期,预计2025年利润率将持续回升,同时AI眼镜等相关产品将成为新增长动力,维持“买入”评级,将2025至2026年的净利润预测下调0.6%至2.1%,目标价从103.6元下调至98.3元,认为舜宇未来将继续受惠于汽车智能化趋势加速、国补政策以及智能手机光学规格的升级。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-26 12:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220119175533586_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220119175533586_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1428271/latest-news/AAFN","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":"aastocks_highlight","symbols":["02382"],"gpt_icon":0},{"id":"2522062897","title":"《大行》里昂上调对舜宇(02382.HK)目标价至88.6元 维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2522062897","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522062897?lang=zh_cn&edition=fundamental","pubTime":"2025-03-26 14:22","pubTimestamp":1742970120,"startTime":"0","endTime":"0","summary":"里昂报告指,舜宇(02382.HK) 给予旗下手机业务相当不错的展望指引,同时对汽车业务前景表示乐观。公司预计手机镜模头组出货量将按年增长5%,平均售价和毛利率将改善。公司目标是手机摄像模组出货量增长5%至10%,平均售价保持稳定并实现更高利润率范围;同时,汽车镜头模组目标实现15%至20%的出货量增长,利润率保持稳定。公司预计汽车摄像模组收入将增长40%。混合实境业务收入可能持平或略有增长。该行基本维持对舜宇盈利预测,目标价从88.3元上调至88.6元,维持“跑赢大市”评级。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-26 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