智通财经APP获悉，里昂发布研报称，舜宇光学科技(02382)旗下公司与内地碳化硅材料龙头企业和中微半导体签署合作协议，基于内地IC设备，启动AR眼镜和SiC在微纳光学领域的合作。该行认为，此举将加强舜宇光学在AR眼镜领域的技术储备和竞争力。里昂维持舜宇“跑赢大市”评级，目标价88.7港元。
报告指，舜宇奥来上海临港扩增实境(AR)眼镜项目首台核心光刻机正式安装完成，此举标志着该项目已从规划蓝图全面转向实质性量产冲刺。舜宇奥来同时与光学级碳化硅材料的龙头企业天岳签订策略合作协议，启动国产集成电路设备在微纳光学领域的本地协作等。
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