大和发表报告，该行轻微上调对舜宇光学科技(02382.HK) 其今年每股盈测，以反映利润率展望改善，惟手机板块短期风险令其下调对舜宇目标市盈率，由原先28倍降至25倍，目标价相应由85元降至72元，重申“跑赢大市”评级。
该行指，受惠政府补贴计划，本年至今内地智能手机销量按年升2%，其中安卓品牌按年升3%。但舜宇今年首五个月手机镜头及手机镜头模组出货量分别按年跌5%及25%，低于市场预期和指引，主要因为公司更专注中端至高端产品。
该行认为，尽管出货量下降，但更优化的产品组合支持该行对该两个部门今年上半年收入按年增长的预期，其平均售价按年增长20%至30%。展望下半年，由于上半年补贴和促销推动的提前购买，需求或面临下行风险。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-23 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.