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中金:维持舜宇(2382.HK)“优于大市”评级 目标价138港元
格隆汇 08-18 13:45

中金公司发表报告称,舜宇光学(2382.HK)上半年手机镜头等光学业务毛利率下降2.6个百分点,该负面消息或会加剧投资者对于公司与瑞声科技(2018.HK)竞争的担忧,维持“优于大市”评级,目标价续看138港元。

中金表示,舜宇光学上半年手机摄像头镜片平均售价按年下降7%,较该行预期的低7%,预期投资者将关注舜宇在镜头方面的竞争,以及公司是否会下调全年业绩指引。但从积极因素来看,公司手机镜头模组业务的收入及利润率都维持强劲增长,反映中国智能手机市场产品升级快于预期,暂维持对其盈利预测。

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