舜宇光学科技2024年度业绩预告点评:手机市场复苏、产品结构改善&车载景气24业绩高增 智能驾驶打开增量空间

华创证券
Feb 16, 2025

事项:公司发布2024 年度业绩预告:2024 年预计实现净利润26.39~27.49 亿(YOY140~150%),中值26.9 亿元(YOY 145%)。评论:智能手机市场复苏、产品结构改善&新能源汽车需求旺盛24 年业绩高增。公司2024 年业绩高增主要系(1)全球智能手机市场在2024 年复苏,在高端机型热销和人工智能在硬件端集成的推动下,市场出货量同比增长约6.0-7.0%。智能手机市场...

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