海通国际发布研报称，将舜宇光学科技（02382）评级升至“跑赢大市”，目标价上调至72.1港元，并将其2025年及2026年盈利预测，分别上调至33.4亿元人民币和41.1亿元人民币。该行表示，竞争压力减缓和产品组合改善，正推动舜宇平均售价和毛利率提升。除了核心智能手机光学业务外，随着全球高级驾驶辅助系统（ADAS）/自动驾驶（AD）采用加速，舜宇在AR/XR镜头和汽车摄像系统的领导地位为其提供显著上行潜力。
责任编辑：史丽君
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