智通财经APP获悉，招银国际发布研报称，舜宇光学科技(02382)去年收入及净利润同比增长21%及146%，受益于所有细分业务强劲增长以及更好的产品结构带来毛利率改善。该行将目标价由102.89港元降至101.47港元，评级“买入”。
报告指，公司股价周二(25日)跟随大市跌10%，该行认为是由于公司的手机模组HCM及手机镜头、HLS/车载镜头以及VLS的出货量指引低于市场预期，而该行认为出货量增长较慢原因是公司从去年起增长策略调整为更关注整体盈利能力而非提升市占率，同时，公司正在加速向汽车、XR及机器人领域扩张，从而继续推动今明两年的利润增长。
该行表示，长远来看，相信公司将受益于AI手机升级、ADAS普及、AI眼镜产品周期和嵌入式智能机器人方面的业务增长机会。该行稍微调整今明两年的每股盈利预测，以反映去年的业绩、出货量指引和更好的利润水平。
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