智通财经APP获悉，建银国际发布研报称，舜宇光学科技(02382)2024财年下半年收入同比增长12%，符合市场预期，其中手机镜头及车载摄像头模组是主要驱动因素;营业利润同比增长23%，营业利润率为6.5%，符合公司发布的盈利预告;净利润同比增长145%，按半年则增长50%，符合预期。建银国际将舜宇光学科技目标价下调至98港元，维持“优于大盘”评级。
建银国际认为，舜宇光学科技业绩表现出现复苏，主要由于智能手机市场复苏带动出货量增长;手机镜头及手持摄像头模组产品组合优化，以及平均销售单价和毛利率提升;新能源及汽车智能技术需求上升，带动车载镜头(VLS)出货量增加。
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