智通财经APP获悉，舜宇光学(02382)早盘低开4%，截至发稿，跌3.99%，报84.3港元，成交额1965.03万港元。
消息面上，舜宇光学科技公告，2月手机镜头出货量9716.8万件，环比跌8.2%，同比下滑6.9%；车载镜头出货881.1万件，环比跌31.3%，同比增长12.9%。主要是因为12月份圣诞节假期使得1月份集中出货，导致1月份出货量基数较高。
花旗此前发表研报称，预期截至2027年全球车载摄像模组未来三年年均复合增长率将达16%，受惠全球新能源汽车普及率上升以及智能汽车的渗透程度。该行预期，全球智能手机出货量的稳定增长及双镜头和三镜头配置在手机镜头组合改善的推动下，今年手机镜头增长率将加速至按年升6%。
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