港股详情

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舜宇光学科技

93.050

+3.9004.37%

成交量：1,640.00万

成交额：15.25亿

市值：1,018.72亿

市盈率：86.08

高：96.150

开：89.550

低：89.550

收：89.150

数据加载中...

总览公司新闻资讯公告

舜宇光学科技(02382)出现大手卖出6.28万股，成交价$91.5，涉资574.62万

阿斯达克财经

智驾观察②|高阶智驾普及，会给供应链和保险行业带来什么？

舜宇光学科技(2382.HK)：手机业务受益于光学升级车载&XR构筑新成长曲线

中信建投证券

舜宇光学科技02月20日收跌0.50% 主力资金逆市抢筹

舜宇光学科技(02382)出现大手买入6万股，成交价$90.8，涉资544.8万

阿斯达克财经

【券商聚焦】国元国际予舜宇光学科技(02382)“买入”评级指AI有望推动智能手机和智能驾驶持续快速发展

金十数据全球财经早餐 | 2025年2月20日

智通港股解盘 | 内资夺取主导权任重道远中国“科技十姐妹”脱颖而出

【券商聚焦】华泰证券维持舜宇光学科技(02382)“买入”评级预计25年公司汽车收入或实现27%增长

【券商聚焦】花旗：中国智能手机今年交付将按年升5%至6%

舜宇光学科技午前涨超4% 星展给予“买入”评级

《大行》花旗料今年中国智能手机出货量增长5%至6% 供应链看好小米(01810.HK)舜宇(02382.HK)瑞声(02018.HK)

阿斯达克财经

港股异动 | 舜宇光学(02382)涨超4% 机构上调公司核心盈利预测预计其手机业务毛利或继续改善

手机产业链股早盘普涨舜宇光学涨逾5%瑞声科技涨逾4%

舜宇光学等：24 年手机市场回暖增长 7%

舜宇光学科技盘中异动股价大涨5.11%

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车载&XR构筑新成长曲线","url":"https://stock-news.laohu8.com/highlight/detail?id=2513235998","media":"中信建投证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513235998?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 00:00","pubTimestamp":1740067200,"startTime":"0","endTime":"0","summary":"摘要舜宇光学科技是全球领先的综合光学产品及解决方案供应商，业务涵盖光学镜头、摄像头模组、车载光学、激光雷达、AR/ VR 光学等核心领域，广泛应用于智能手机、智能汽车、消费电子、工业检测等前沿市场。汽车业务行业地位稳固，受益于智驾下沉带来的新增量。到2028 年，XR 市场规模有望突破2000 亿美元，CAGR 达35%，成为继智能手机后的下一代核心交互终端。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250221131134a24e128f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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舜宇光学科技股价跌0.50%，报收90.30元，成交金额14.07亿元，换手率1.41%，振幅4.74%，量比0.66。舜宇光学科技今日主力资金净流入3047万元，上一交易日主力净流入4893万元。该股近5个交易日上涨4.52%，主力资金累计净流入2.64亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入11.55亿元，其中净流入天数为16日。该股主力净额占比0.03%，港股市场排名172/2653。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220161725abd5dea8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:04","pubTimestamp":1740035040,"startTime":"0","endTime":"0","summary":"[大手成交]舜宇光学科技(02382)在下午03:04出现大手买入，成交量为6万，成交价为港币$90.8，涉资544.8万。至目前为止，股价无升跌，今日最高价为$93.4，而最低价为$89.1，总成交量为1.326千万股，总成交金额港币$12.085亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2502208682/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1589","02382","BK1504","LU0326950275.SGD","BK1521","LU1211504680.USD","BK1608","LU1831875114.USD","BK1170"],"gpt_icon":0},{"id":"2512467938","title":"【券商聚焦】国元国际予舜宇光学科技(02382)“买入”评级 指AI有望推动智能手机和智能驾驶持续快速发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2512467938","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512467938?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 12:33","pubTimestamp":1740026029,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国元国际发研报指，舜宇光学科技 公告预期2024年公司股东应占溢利约26.39亿元人民币(下同)至27.49亿元，较2023年10.99亿元增加约140.0%至150.0%。该行认为AI有望推动智能手机和智能驾驶持续快速发展。该行认为综合考虑公司的技术领先性和PB，按照2025年29倍PE计算公司估值是稳健与合理的，对应目标价104.05港元/股，距离现价有20.8%的上升空间，给予“买入”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953551","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02382"],"gpt_icon":0},{"id":"2512455859","title":"金十数据全球财经早餐 | 2025年2月20日","url":"https://stock-news.laohu8.com/highlight/detail?id=2512455859","media":"金十数据","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512455859?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 06:55","pubTimestamp":1740005740,"startTime":"0","endTime":"0","summary":"黄金斩获新高后回落，美联储官员考虑放缓或暂停缩表，英国1月CPI年率创10个月新高，普京称俄军越过库尔斯克地区俄乌边界……昨夜今晨，全球都发生了哪些大事？","market":"hk","thumbnail":"https://img.jin10.com/news/25/02/gIHkSwT3gyYgCp3XNqFcc.jpg/lite","type":0,"news_type":0,"thumbnails":["https://img.jin10.com/news/25/02/gIHkSwT3gyYgCp3XNqFcc.jpg/lite"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://xnews.jin10.com/webapp/details.html?id=164057&type=news&data_type=0","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"xnew_highlight","symbols":["02382","SSO","03143","IVV","UPRO","SDS","PLTR","LU0823426308.USD","LU2750360641.GBP","09618","HSNGY","TSLA","00011","LU0198837287.USD","BK4587","01347","LU0589944569.HKD","LU0828238088.HKD","LU1861215975.USD","02878","ESmain","00489","LU0501845795.SGD","LU0214875030.USD","SH","OEX","BK1518","JD","LU1720050803.USD","LU2097828557.USD","LU1066051225.USD","BABA","BK4512","06060","SPY","80011",".SPX","09988","BK4605","INTC","OEF","LU1429558221.USD","SPXU","03888","TSYW.SI"],"gpt_icon":1},{"id":"2512611109","title":"智通港股解盘 | 内资夺取主导权任重道远 中国“科技十姐妹”脱颖而出","url":"https://stock-news.laohu8.com/highlight/detail?id=2512611109","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512611109?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 20:22","pubTimestamp":1739967775,"startTime":"0","endTime":"0","summary":"市场持续聚焦美俄会谈，2月18日，鲁比奥同其他美方代表团成员，在沙特阿拉伯与俄罗斯代表团举行会谈。当地时间18日，美国总统特朗普表示，他将对进口汽车、半导体和药品征收约25%的关税，具体税率最快将于4月2日宣布。单从今年年初至2月18日收盘的表现来看，中国“科技十姐妹”也是全线上涨，平均涨幅为27.5%。投资者如果不想太费劲的话，按照中国科技十姐妹个股搞个一篮子股票也是不错的选择。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1251829.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1116","BK1539","BK1163","YANG","BK1119","BK1589","LU0593848301.USD","LU0326950275.SGD","LU0320764599.SGD","SG9999006597.SGD","BK1587","BK1504","BK1575","BK1521","HSTECH","01347","06680","HSCEI","BK1607","IE0034224299.USD","LU0052750758.USD","BK1170","02382","BK1149","LU1831875114.USD","BK1588","LU0708995583.HKD","BK1529","BK1610","09868","BK1608","BK1183","BK1613","BK1526","00763","LU1211504680.USD","BK1506"],"gpt_icon":1},{"id":"2512178377","title":"【券商聚焦】华泰证券维持舜宇光学科技(02382)“买入”评级 预计25年公司汽车收入或实现27%增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2512178377","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512178377?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 16:05","pubTimestamp":1739952310,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券发研报指，舜宇光学科技 发布正面盈利预告，2024年公司归母净利润26.39-27.49亿元人民币，同比增长140-150%，高于彭博和华泰一致预期的24.42亿/23.43亿元。展望2025年，该行预计公司手机业务毛利率或继续改善3pp，车载业务收入同比增27%，驱动公司净利润增长41%。该行预计公司2024年汽车业务整体增长18%，其中车载镜头出货量增长12.7%，车载摄像头模组收入同比增长26%，各产品线毛利率维持稳定。维持“买入”评级。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953479","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06886","02382"],"gpt_icon":1},{"id":"2512412351","title":"【券商聚焦】花旗：中国智能手机今年交付将按年升5%至6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2512412351","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512412351?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 13:38","pubTimestamp":1739943513,"startTime":"0","endTime":"0","summary":"金吾财讯 | 花旗表示，据最新行业调查，中国智能手机今年交付将按年升5%至6%，当中考虑补贴因素，全球市场增长则为4%。该行指中国品牌今年将在海外扩张上更进取。此外，智能手机存储器价格在今年上半年显著下跌，并会在下半年进一步下跌，受本土DDR5存储器量产影响。该行又指，CMOS影像传感器国产化趋势在今年持续，智能感测将成为最大赢家，基于华为及小米市占上升。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953455","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1366192091.USD","LU0531971595.HKD","LU1813983027.USD","LU0211977185.USD","LU0700851271.USD","SG9999006597.SGD","81810","LU0823426308.USD","LU1770036033.HKD","LU1956131251.USD","01415","BK1521","LU0417516902.SGD","LU0823413587.USD","LU0106831901.USD","LU0310800965.SGD","LU0164865239.USD","LU0327786744.USD","BK1523","LU0648001328.SGD","LU0823426480.USD","LU0326950275.SGD","LU2039709279.SGD","LU0348816934.USD","LU1981816686.USD","SG9999014674.SGD","02382","01810","BK4504","LU0051755006.USD","LU1267930227.SGD","LU1668664300.SGD","LU2125154778.USD","BK4534","XIACY","LU1201861249.SGD","LU0499858602.USD","LU1719994722.HKD","LU1770034418.SGD","LU0823413660.USD","LU1794554557.SGD","LU0797268264.HKD","LU2417539215.USD","BK1504","LU0634319403.HKD","02018","LU0320764599.SGD","LU2226246903.HKD","LU0823397285.USD","LU0417516738.SGD"],"gpt_icon":0},{"id":"2512144028","title":"舜宇光学科技午前涨超4% 星展给予“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2512144028","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512144028?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 11:53","pubTimestamp":1739937180,"startTime":"0","endTime":"0","summary":"　　舜宇光学科技午前上涨4.12%，现报89.65港元，成交额8.79亿港元。　　星展发布报告称，给予舜宇光学科技“买入”评级，目标价由80港元升至106港元。星展认为，因DeepSeek提高AI智能手机采用，资金流入人工智能价值链带动对舜宇光学科技重新评级。　　报告提及，受惠于产业上行周期，星展上调了舜宇光学科技2025和2026财年的盈利预测，分别上调5.2%和8.6%；受惠于智能手机行业销售加速增长，星展分别上调舜宇光学科技2025和2026财年营收预测5.1%和7.6%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-02-19/doc-inekytkn5882594.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02382"],"gpt_icon":1},{"id":"2512420781","title":"《大行》花旗料今年中国智能手机出货量增长5%至6%  供应链看好小米(01810.HK)舜宇(02382.HK)瑞声(02018.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2512420781","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512420781?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 11:40","pubTimestamp":1739936400,"startTime":"0","endTime":"0","summary":"花旗表示，据最新行业调查，中国智能手机今年交付将按年升5%至6%，当中考虑补贴因素，全球市场增长则为4%。该行指中国品牌今年将在海外扩张上更进取。该行又指，CMOS影像传感器国产化趋势在今年持续，智能感测将成为最大赢家，基于华为及小米市占上升。瑞声晶圆级玻璃将获华为及小米采用，OPPO及vivo则采用舜宇玻璃模铸镜片。该行在手机供应链股份方面，惼好小米、韦尔股份、舜宇、蓝思科技、瑞声及高伟电子。沽空资料截至 2025-02-18 16:25。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220119174023446_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220119174023446_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1418424&catg=4&source=AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01810","LU0326950275.SGD","LU2476274308.USD","BK1523","LU0417516902.SGD","LU0588546209.SGD","BK1502","BK1607","LU1328277881.USD","LU0314109678.HKD","LU0700851271.USD","LU0211977185.USD","XIACY","BK1170","02018","LU1303224171.USD","LU0797268264.HKD","LU0348827113.USD","LU0348814723.USD","BK1500","LU0918141705.HKD","LU0540923850.HKD","81810","SG9999014674.SGD","IE0034224299.USD","LU2039709279.SGD","LU0572944931.SGD","LU1808992512.USD","LU1719994722.HKD","LU0052750758.USD","LU0345776255.USD","LU0561508036.HKD","BK1608","LU2226246903.HKD","LU0611395673.USD","LU2097828805.USD","LU0348816934.USD","LU0708995583.HKD","LU0320764599.SGD","LU0456846285.SGD","LU0417516738.SGD","LU0149721374.USD","SG9999006597.SGD","BK1521","BK1504","LU0307460666.USD","LU0327786744.USD","02382","LU1956131251.USD","LU2778985437.USD"],"gpt_icon":1},{"id":"2512411451","title":"港股异动 | 舜宇光学(02382)涨超4% 机构上调公司核心盈利预测 预计其手机业务毛利或继续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2512411451","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512411451?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 11:24","pubTimestamp":1739935474,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，舜宇光学涨超4%，截至发稿，涨4.3%，报89.8港元，成交额8.2亿港元。展望2025年，该行预计公司手机业务毛利率或继续改善3个百分点，车载业务收入按年增27%，驱动公司净利润增长41%。报告提及，受惠于产业上行周期，星展上调了舜宇光学科技2025和2026财年的盈利预测，分别上调5.2%和8.6%；受惠于智能手机行业销售加速增长，星展分别上调舜宇光学科技2025和2026财年营收预测5.1%和7.6%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1251497.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1831875114.USD","BK1589","BK1504","BK1521","LU1211504680.USD","BK1608","BK1170","02382","LU0326950275.SGD"],"gpt_icon":0},{"id":"2512149590","title":"手机产业链股早盘普涨 舜宇光学涨逾5%瑞声科技涨逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2512149590","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512149590?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 10:59","pubTimestamp":1739933940,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　手机产业链股早盘普涨，舜宇光学（02382）上涨4.94%，报90.35港元；瑞声科技（02018）上涨3.61%，报48.80港元；丘钛科技（01478）上涨3.54%，报7.90港元；高伟电子（01415）上涨3.50%，报29.55港元；富智康集团（02038）上涨2.17%，报0.94港元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-02-19/doc-inekytki4965202.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1170","SG9999014674.SGD","BK1521","SG9999006597.SGD","BK1167","BK1607","LU0326950275.SGD","02382","BK1589","LU1211504680.USD","BK1500","BK1608","BK1504","LU1831875114.USD","02018"],"gpt_icon":0},{"id":"2512460481","title":"舜宇光学等：24 年手机市场回暖 增长 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2512460481","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512460481?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 10:33","pubTimestamp":1739932425,"startTime":"0","endTime":"0","summary":"【2 月 19 日，港股手机产业链股普遍上涨！】其中，舜宇光学、丘钛科技涨 3.2%，瑞声科技、高伟电子涨近 3%，富智康集团、比亚迪电子涨超 2%。消息称，2024 年，智能手机市场强势回暖。市场分析机构 Canalys 于 2 月 5 日发布的报告显示，2024 年全球智能手机市场增长 7%，出货量达 12.2 亿部，扭转了连续两年下滑的局面。Canalys 分析师指出，“国补”政策为中国智能市场 2025 年的发展打下基础，终端厂商已陆续开展渠道和供应的前期准备工作。Canalys 预测，2025 年，补贴政策将推动中国智能手机市场出货量增长，出货量预计超过 2.9 亿部。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219103818988a8c06&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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10:28","pubTimestamp":1739932116,"startTime":"0","endTime":"0","summary":"2025年02月19日早盘10时28分，舜宇光学科技股票出现异动，股价大幅拉升5.11%。舜宇光学科技股票所在的电子零件行业中，整体涨幅为2.40%。其相关个股中，舜宇光学科技、丘钛科技、瑞声科技涨幅较大，振幅较大的相关个股有SPROCOMM INTEL、舜宇光学科技、高伟电子，振幅分别为7.69%、6.27%、5.95%。展望未来，我们上调了舜宇光学科技车载镜头业务的盈利预期，这得益于更高的分辨率以及汽车上摄像头数量的增加。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219102836988a893c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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