智通财经APP获悉，里昂发布研报称，上调舜宇光学科技(02382)今明两年盈测5%及9%，分别至36.9亿和41.7亿元，并将其目标价由88.7港元上调至96.9港元，维持“跑赢大市”评级。
公司上半年净利润为16.5亿元人民币(下同)，高于市场预期。公司管理层预计，今年手机相关收入将同比增长5%至10%，并预期下半年手机镜头(HLS)和手机镜头模组(HCM)毛利率将与上半年相若。公司又预期今年车载相关收入同比增长率超过20%，其中下半年车载镜头(VLS)和车载镜头模组(ACM)收入将同步增长。该行预计舜宇光学手机业务的利润将持续改善，而其车载及XR业务将推动公司长期增长。
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