野村发表研究报告，预测高伟电子(01415.HK) 2025年收入将按年增长34%至33.4亿美元，主要受惠于公司在智能手机后置镜头模组(CCM)领域的市占率持续提升，两款后置CCM(潜望式镜头及新款超广角镜头)自2024年下半年起量产，今年将带来全年的贡献，该两款CCM市占率料提升到35%至40%，同时潜望式镜头规格升级可带动产品平均售价提升。
该行维持高伟电子的“买入”评级，目标价从29.24元上调至32.2元，相当于2026年预测市盈率约14倍。野村预计，iPhone CCM市场规模至2026及2027年或因新iPhone Pro主镜头升级而显著增长，而高伟电子在苹果CCM的市场份额仍有上升空间，另预测按价值计CCM市占率到2027至2028年可达逾18%。(gc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-03 16:25。)
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