异动解读|舜宇光学科技盘中下跌3.02%,大客户削减约30%手机零部件采购利空叠加行业普跌持续承压

行情直击
Jun 23

6月23日,舜宇光学科技盘中下跌3.02%,报76.95港元/股,成交额9.17亿港元。

消息面上,此前有媒体报道公司一家大客户购买手机零部件的规模将减少约30%,并将下调下半年手机出货预测,该利空自6月初以来持续发酵。尽管此前歌尔股份宣布与舜宇光学再度合作、斥资10亿押注XR赛道一度提振市场情绪,但大客户砍单对公司手机镜头及摄像模组业务的潜在冲击仍未消化。同时,电子元件行业今日整体走弱,建滔集团跌9.64%、胜宏科技跌10.2%、鸿腾精密跌7.38%,板块共振进一步加剧股价承压。

舜宇光学科技主要从事光学及相关产品的设计、研发、生产和销售,主要产品包括手机镜头、车载镜头、摄像模组等,产品销往中国国内与海外市场。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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