里昂发表研究报告指，维持舜宇光学(02382.HK) “跑赢大市”评级及目标价88.6元。舜宇昨日举行投资者日，该行引述舜宇管理层表示虽然智能手机出货量持平，但今年料手机市场价值将增长7%。公司料玻塑混合镜头今年付运按年大增4倍以上，以满足长焦潜望镜及小型化/超薄主摄的光学升级需求。
集团又认为采用中国汽车品牌将带动汽车镜片组出货量的强劲增长。该行表示，随着中国和海外智能驾驶的渗透，舜宇的汽车镜头和模组需求强劲，而其在XR和机器人领域的领先技术应为其能带来长期增长动力。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-19 16:25。)
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