舜宇光学科技2025年投资者日:手机升级动能不减 车载+XR打开长期成长空间

中金公司
Jun 22, 2025

公司近况6 月19 日,我们参加了舜宇光学2025 年度投资者日活动。公司在会上分享了手机、车载、XR 及机器人等领域的行业趋势及公司技术进展。评论手机光学:边界向专业相机靠拢,厂商升级动能持续。公司预计2025 年全球智能机销量同比微增0.2%,得益于小型化/超薄化以及对高性能视频需求,摄像头采购金额有望同比增长7.1%。此背景下,公司表示将聚焦高端和质量,并动态调整量、价之间的平衡。因此,尽管...

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