智通财经APP获悉，中银国际发布研报称，维持舜宇光学科技(02382)“买入”评级，基于24倍2026年预测市盈率(相当于1倍市盈增长率)，将12个月目标价从90港元上调至100港元。该行将舜宇2025年及2026年每股盈利预测分别上调7%及1%，以反映智能手机和电动车产品组合的改善。
该行表示，舜宇光学2025年上半年业绩超出预期，主要受智能手机毛利率强劲复苏，以及电动车和XR(扩展现实)领域持续增长推动。公司对2025年全年积极指引显示，其在高端手机镜头(HLS)及手机摄像模组(HCM)的市场份额持续提升，同时在车载镜头(VLS)和激光雷达(LiDAR)领域保持领先地位。管理层认为，凭借公司在相关领域的领先地位，将长期受益于XR、物联网及机器人业务的发展。
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