大行评级|大和:舜宇光学科技上半年业绩稳固 目标价上调至85港元

格隆汇
Aug 21, 2025

大和发表研报指,舜宇光学科技上半年业绩稳固,尽管出货量未达预期,但得益于产品组合持续改善。大和重申舜宇“跑赢大市”评级,并将12个月目标价从72港元上调至85港元;基于产品组合持续改善,推动舜宇手机镜头(HLS)及手机摄像模块(HCM)的平均售价和毛利率提升,将舜宇2025至2027年每股盈利预测上调12%至15%。

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