里昂报告指，舜宇(02382.HK) 给予旗下手机业务相当不错的展望指引，同时对汽车业务前景表示乐观。公司预计手机镜模头组出货量将按年增长5%，平均售价和毛利率将改善。公司目标是手机摄像模组出货量增长5%至10%，平均售价保持稳定并实现更高利润率范围；同时，汽车镜头模组目标实现15%至20%的出货量增长，利润率保持稳定。公司预计汽车摄像模组收入将增长40%。混合实境业务收入可能持平或略有增长。
该行基本维持对舜宇盈利预测，目标价从88.3元上调至88.6元，维持“跑赢大市”评级。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-26 12:25。)
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