高盛发表研究报告指，舜宇光学(02382.HK) 的手机镜头出货量按年增长1%，相机模组出货量跌14%，车用镜头升29%，首四个月的出货量分别达到该行此前对上半年预测的65%、73%及58%。该行维持集团“中性”评级，目标价由79.9元升至83.1元。
该行计及最新出货量后，将舜宇光学2025至27年的盈利测分别上调4%、3%及3%。由于产品组合转向利润较高的车用镜头，因此调升集团2025至27年的毛利率预测0.4、0.2及0.2个百分点。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-16 16:25。)
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