2025年光学为高景气赛道，重视公司治理变化，业绩存在进一步上修潜力考虑到手机光学升级趋势重启、车载光学业务增长加速，我们将2024-2026年归母净利润预测由23/29/36亿元上修至27/37/42亿元，同比增长146%/37%/15%。当前股价88.6港币对应2025-2026年24.1/21.0倍PE。维持看好光学为2025年核心主线，2025年手机光学升级、汽车ADAS下沉、XR光学起量...
Source Link2025年光学为高景气赛道，重视公司治理变化，业绩存在进一步上修潜力考虑到手机光学升级趋势重启、车载光学业务增长加速，我们将2024-2026年归母净利润预测由23/29/36亿元上修至27/37/42亿元，同比增长146%/37%/15%。当前股价88.6港币对应2025-2026年24.1/21.0倍PE。维持看好光学为2025年核心主线，2025年手机光学升级、汽车ADAS下沉、XR光学起量...
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