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野村:舜宇(2382.HK)手機鏡頭及車載鏡頭恢復 維持中性評級
格隆匯 07-13 13:14

野村發表研究報告指,舜宇光學(2382.HK)6月緊湊型攝像模組的出貨量與預期一致,按年升1%;手機鏡頭出貨量稍勝預期,按年升17%;車載鏡頭出貨量正在回覆,按年跌12%。

野村表示,舜宇緊湊型攝像模組出貨量緩慢,主要由於華為高端產品的訂單調整,但三星的訂單恢復,手機鏡頭的出貨量較好。不過,該行指,由於更多出貨量低於5p或低於規格時,產品組合在惡化。

野村又指,雖然舜宇在2021年有機會進入蘋果的供應鏈,但相信數量及銷售貢獻有限。該行維持其中性投資評級,目標價135港元不變。

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