智通财经APP获悉,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。
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