智通财经APP获悉，大和发表研究报告指，舜宇光学科技(02382)对今年指引持谨慎态度，尤其今年手机镜头模组(HCM)毛利率指引达8%至10%，令市场大感失望，又指智能手机补贴政策未能带来明显效益。该行指，公司下半年业绩表现符合预期，其收入同比升3%至194亿元人民币，高于该行预期，但低于市场预期，毛利率同比升5.2个百分点至19.3%，高于预期，全年每股盈利达2.48元人民币。该行将公司在2025年至2026年收入预测上调2%，同时将其目标价由80港元上调至85港元，评级由“买入”降至“跑赢大市”。
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