《大行》中金:舜宇(02382.HK)手机光学趋势平稳 车用镜头受惠智驾

阿斯达克财经
Mar 12, 2025

中金发表研究报告指,舜宇光学科技(02382.HK) 首两个月的手机相机模组及镜头出货量分别较去年同期跌37%及2%,相信主要是由于高基数与顾客拉货节奏等短期因素影响。该行考虑到过去一年高端产品占比增加带来的均价上升,认为首两个月的收入端表现或相对稳定。随着高基数影响逐步淡化,该行预计后续月份手机光学产品的出货量跌幅可望收窄。中金表示,车载方面,根据高工智能汽车,随着智驾渗透率提升,2024年12...

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