高盛:料舜宇光学科技(02382.HK)明年毛利率可回升至20%以上维持“中性”评级

智通财经
Aug 21
【高盛:料舜宇光学科技(02382.HK)明年毛利率可回升至20%以上维持“中性”评级】智通财经APP获悉,高盛发布研报称,舜宇光学科技(02382.HK)管理层在中期业绩会上表示对公司盈利能力改善持正面看法,预期将受到智能手机镜头规格升级的趋势所推动。高盛目前预测,受产品升级至潜望式摄像头、超薄解决方案、AI影像等支持,公司毛利率今年及明年将回升至19.7%及20.2%,对比过去两年为14.5%及18.3%,但仍未能达到2020至2021年的22%至23%水平。高盛维持对舜宇的“中性”评级,因应中期业绩,将2025至2027年盈利预测上调10%、2%及2%,大致维持收入预测不变,毛利率预测上调0.5、0.2及0.1个百分点,目标价从89港元上调至91.1港元。

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