大行评级|海通国际:上调舜宇光学科技目标价至90.53港元 维持“跑赢大市”评级

金融界
Aug 27
海通国际发表研究报告指,舜宇光学科技上半年收入大致符合预期,其盈利能力是一个关键亮点,纯利按年增52.6%至16.5亿元。另该公司管理层重申,有信心收入可持续录得中至高个位增幅。 该行预计舜宇光学将录得更高利润率,因为公司的智能手机出货量保持稳定,并预计今年镜头及模块的均价将分别提高25%和13%,并在明年升1.6%和6%;汽车产品业务收入预计在今明两年增长20%和18%;各业务板块的利润扩张。该行将公司目标价由72.1港元上调至90.53港元,维持“跑赢大市”评级。

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