《大行》高盛升舜宇(02382.HK)目标价至80.1元 评级“中性”

阿斯达克财经
Feb 10, 2025

高盛发表研报指,对舜宇(02382.HK) 产品组合升级持乐观态度,由于每辆车的相机数量不断增加,以实现高级辅助驾驶系统(ADAS)或自动驾驶(AD)功能,有助推动车载镜头产品组合的升级。随着智能手机的相机规格及外形尺寸变化,“20 MPx +”镜头的贡献也将更高。该行预计,舜宇下半年营收按年增加 11%,主要受惠于车载镜头销售增长及手机镜头组合升级。中国发改委于今年1月宣布新一轮国家补贴计划,对...

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