7月21日，舜宇光学科技盘中上涨3.01%，报56.5港元/股，成交额2.6亿港元。
消息面上，手机产业链整体回暖延续。据产业链人士透露，苹果iPhone 17已进入大规模量产阶段，部分果链企业正大力招工。摩根士丹利预计苹果将小幅上调iPhone 17系列价格，为自2017年以来首次，预计平均售价提升5%且需求不受影响。此外，苹果大幅上调折叠屏iPhone备货目标至约1000万部，折叠屏有望成为行业新增长点。舜宇光学作为手机镜头及摄像模组核心供应商，有望直接受益于iPhone新品放量周期。
（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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