舜宇光学科技:加载智驾、XR与机器视觉 光学舰队再启航(智联汽车系列45暨XR系列10)

申万宏源研究
Jun 18, 2025

舜宇光学1984 年创立,专注光电50 年,已成为全球领先的综合光学零件及产品制造商,是“从乡镇企业向现代化生产迈进的典范”。近20 年来,坚持“名配角“战略,深耕8大应用。“财散人聚,共同创造”,舜宇光学与员工共享成长收益,高管持股低于10%。舜宇光学三类产品:1)光学零组件:包括玻璃/塑料镜片、平面光学产品、手机镜头、车载镜头、安防监控镜头及其他各种镜头;2)光电产品:主要包括手机摄像模组、...

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