港股詳情

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舜宇光學科技

65.500

-0.050-0.08%

成交量：722.58萬

成交額：4.70億

市值：717.23億

市盈率：24.73

高：66.200

開：65.350

低：64.100

收：65.550

資料載入中...

總覽公司新聞公告

舜宇光學科技04月30日主力淨流出785.4萬元散户資金買入

港股概念追蹤|深圳產全景相機在美熱銷機構關注光學核心配件成長空間（附概念股）

浙江舜宇光學取得光學成像透鏡組專利

港股異動 | 手機產業鏈午後漲幅擴大消費電子受短期政策變動擾動長期製造中心地位穩固

【港股蘋果概念股集體走強：瑞聲科技漲超5%，舜宇漲超3%】港股蘋果概念股集體走強，其中，高偉電子漲超9%，瑞聲科技漲超5%，富智康集團漲超4%，舜宇、偉仕佳傑漲超3%，比亞迪電子、丘鈦科技、東江集團控股漲超2%。

【熱門行業】國內消費電子需求強勁復甦核心優勢難替代果鏈中國產能超6成

舜宇光學科技手機光學穩定向好，智駕平權與AI技術推動新業務放量（繁體版）

港股異動 | 手機產業鏈早盤走高特朗普關稅政策有望緩和機構稱消費電子產業鏈終將繼續穩健運營

舜宇光學(2382.HK)：手機光學穩定向好智駕平權與AI技術推動新業務放量

舜宇光學科技04月22日獲主力加倉300萬元

舜宇光學科技公佈湯蕙儀已獲委任為獨立非執行董事

舜宇光學科技(02382)：湯蕙儀已獲委任為獨立非執行董事

舜宇光學科技04月17日獲主力加倉2199萬元

舜宇光學科技盤中異動早盤大幅下挫5.07%報60.850港元

港股蘋果概念股多數走低，高偉電子(01415.HK)跌超5%，比亞迪電子(00285.HK)跌近4%，瑞聲科技(0201

港股異動 | 蘋果概念股繼續承壓高偉電子(01415)跌超4% 比亞迪電子(00285)跌超3%

首季全球智能手機市場復甦乏力手機產業股普跌瑞聲科技(02018)跌6.28%

港股異動 | 蘋果概念股集體承壓丘鈦科技(01478)跌超3% 比亞迪電子(00285)跌超2%

富瑞：升舜宇光學科技評級至“買入” 目標價下調至80港元

富瑞：升舜宇光學科技(02382)評級至“買入” 目標價下調至80港元

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13:39","pubTimestamp":1745559575,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，手机产业链午后涨幅扩大，截至发稿，高伟电子涨8.82%，报24.05港元；瑞声科技涨4.53%，报36.95港元；舜宇光学涨3.28%，报66.15港元；比亚迪电子涨3.09%，报35.05港元。中金发布研报称，消费电子受短期政策变动扰动，中期全球产能布局分散风险，长期制造中心地位稳固。根据海关总署，2024年中国对美出口电子相关金额为7875亿元。聚焦果链看，该行测算苹果在美国销售敞口约为30%-40%。","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/1284714.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1170","BK1580","BK1608","159732","LU1831875114.USD","SG9999006597.SGD","BK1589","BK1521","BK1607","LU0326950275.SGD","SG9999014674.SGD","BK1167","LU0274383008.USD","BK1515","BK1500","BK1540","BK1149","02382","LU0348766576.USD","LU0348767384.USD","02018","LU1211504680.USD","01415","BK1504","BK1582"],"gpt_icon":1},{"id":"2530478942","title":"【港股蘋果概念股集體走強：瑞聲科技漲超5%，舜宇漲超3%】港股蘋果概念股集體走強，其中，高偉電子漲超9%，瑞聲科技漲超5%，富智康集團漲超4%，舜宇、偉仕佳傑漲超3%，比亞迪電子、丘鈦科技、東江集團控股漲超2%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2530478942","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530478942?lang=zh_tw&edition=fundamental","pubTime":"2025-04-25 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国内电子消费企业或可参考“果链”布局抵御风险在消费电子全球代工巨头的版图中，苹果的供应链布局最具代表性。因此，尽管关税政策短期内可能对消费电子企业造成一定冲击，但是这种影响难以在中长期维持。对于关税纷扰，中金公司则表示，国内消费电子受短期政策变动扰动，中期全球产能布局分散风险，长期而言，我国制造中心地位稳固。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/MjZkYzRkZGZiMTdhMWMxODRmMmVmOWU4NjgwNzkyNjczOTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/MjZkYzRkZGZiMTdhMWMxODRmMmVmOWU4NjgwNzkyNjczOTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957636","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":["SG9999014674.SGD","00856","BK1170","01415","02283","BK1608","BK1149","159732","BK1508","LU0326950275.SGD","LU1831875114.USD","BK1179","BK1515","BK1162","LU1211504680.USD","02382","BK1500","02038","LU0274383008.USD","BK1504","BK1582","BK1183","BK1521","BK1167","BK1607","LU0348767384.USD","LU0348766576.USD","01478","BK1589","02018","BK1580","BK1540","BK1586","SG9999006597.SGD","BK1096"],"gpt_icon":1},{"id":"2529549225","title":"舜宇光學科技手機光學穩定向好，智駕平權與AI技術推動新業務放量（繁體版）","url":"https://stock-news.laohu8.com/highlight/detail?id=2529549225","media":"第一上海","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529549225?lang=zh_tw&edition=fundamental","pubTime":"2025-04-23 13:51","pubTimestamp":1745387491,"startTime":"0","endTime":"0","summary":"归母净利润达到27.0亿元，同比大幅增长145.5%。随着智能手机影像系统的升级，预计未来手机镜头ASP将持续提升，出货量同比增长5%，毛利率有望进一步提高至25-30%。公司布局光学显示模组和XR整机系统，并已实现单色及合色MicroLED光机和AR眼镜的量产，AI眼镜客户拓展超过三十家。","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=nesSN20250423140109a46372d7&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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09:44","pubTimestamp":1745372696,"startTime":"0","endTime":"0","summary":"消息面上，美国总统特朗普当地时间周二在公开场合发表了讲话，承认美国目前对自中国进口商品的关税过高，预计税率将大幅降低。值得注意的是，美国此前宣布免除智能手机、电脑、芯片、集成电路器件等电子产品的“对等关税”。","market":"us","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/1282890.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":["BK1608","BK1167","LU1831875114.USD","SG9999006597.SGD","BK1589","LU0326950275.SGD","BK1096","BK1170","01415","BK1179","02018","BK1521","BK1500","159732","02382","LU1211504680.USD","BK1607","01478","BK1504","SG9999014674.SGD"],"gpt_icon":0},{"id":"2529540554","title":"舜宇光學(2382.HK)：手機光學穩定向好 智駕平權與AI技術推動新業務放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2529540554","media":"第一上海","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529540554?lang=zh_tw&edition=fundamental","pubTime":"2025-04-23 00:00","pubTimestamp":1745337600,"startTime":"0","endTime":"0","summary":"业绩符合预期，盈利能力改善：公司2024 年全年实现收入382.9 亿人民币，同比增加20.9%。归母净利润27.0 亿元，同比增长145.5%。业绩增长主要得益于全球智能手机需求复苏，带动手机光学收入显著增加；同时，汽车智能化的快速发展，推动车载业务收入大幅提升。2025 年模组的产品结构改善将持续推进，预计出货量将小幅增长，毛利持续改善。公司布局光学显示模组和XR 整机系统，实现单色及合色MircoLed 光机和AR 眼镜实现量产，目前AI 眼镜客户拓展超过三十家。","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=nesSN20250423152639a4638a1f&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, 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舜宇光学科技股价涨3.03%，报收62.90元，成交金额7.79亿元，换手率1.14%，振幅5.32%，量比0.72。舜宇光学科技今日主力资金净流入300万元，连续5日净流入，上一交易日主力净流入2199万元。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58.33%，平均涨幅为2.34%。该股近5个交易日下跌3.66%，主力资金累计净流入9762万元；近20日主力资金累计净流入8.56亿元，其中净流入天数为16日。","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=nesSN20250422171131a6c38ba7&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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07:56","pubTimestamp":1745279760,"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　　舜宇光学科技（02382）发布公告，贾丽娜已辞任独立非执行董事，并不再担任审核委员会主席及薪酬委员会和提名委员会成员，分别自2025年4月22日起生效。\n　　汤蕙仪已获委任为独立非执行董事、审核委员会主席及薪酬委员会和提名委员会成员，分别自2025年4月22日起生效。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"sg","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/hkstock/ggscyd/2025-04-22/doc-inetytxa8032072.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02382","LU1211504680.USD","BK1504","BK1608","BK1521","LU1831875114.USD","BK1589","BK1170","LU0326950275.SGD"],"gpt_icon":0},{"id":"2529350590","title":"舜宇光學科技(02382)：湯蕙儀已獲委任為獨立非執行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2529350590","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529350590?lang=zh_tw&edition=fundamental","pubTime":"2025-04-22 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16:15","pubTimestamp":1744877710,"startTime":"0","endTime":"0","summary":"04月17日，舜宇光学科技股价收平报61.05元，成交金额7.11亿元，换手率1.07%，振幅3.52%，量比0.54。舜宇光学科技今日主力资金净流入2199万元，连续4日净流入，上一交易日主力净流入701万元。近一年数据显示，该股主力连续4日净流入后，次日上涨概率为50.00%，平均涨幅为4.43%。该股近5个交易日下跌2.33%，主力资金累计净流入8995万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入8.23亿元，其中净流入天数为15日。","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=nesSN20250417165910a45c41a8&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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11:26","pubTimestamp":1744774009,"startTime":"0","endTime":"0","summary":"2025年04月16日早盘11时26分，舜宇光学科技股票出现异动，股价大幅下挫5.07%。截至发稿，该股报60.850港元/股，成交量666.629万股，换手率0.61%，振幅3.98%。舜宇光学科技股票所在的电子零件行业中，整体跌幅为2.03%。该信息摘要如下：中金公司发布研报称，维持舜宇光学科技2025/2026年归母净利润35.19/40.85亿元，当前股价对应2025/2026年P/E 19.2x/16.3x。舜宇光学科技公布3月出货量数据。","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=nesSN20250416112649a45a8965&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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比亞迪電子(00285)跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2527402151","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527402151?lang=zh_tw&edition=fundamental","pubTime":"2025-04-16 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手機產業股普跌 瑞聲科技(02018)跌6.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2527432959","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527432959?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 14:14","pubTimestamp":1744697653,"startTime":"0","endTime":"0","summary":"金吾财讯 | 手机产业股普跌，瑞声科技 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| 蘋果概念股集體承壓 丘鈦科技(01478)跌超3% 比亞迪電子(00285)跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2527228106","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527228106?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 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