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：86.12

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

港股异动 | 手机产业链早盘普涨去年手机市场强势回暖苹果将发布新款iPhone SE

消费电子概念股普涨舜宇光学科技(02382)涨4.3% 机构料今年补贴政策将推动中国智能手机市场出货量增长

星展：予舜宇光学科技(02382)“买入”评级目标价上调至106港元

中国内地投资者周二港股通净买入额创四年来最高

恒生科技指数能涨到什么时候？

《大行》华泰证券大幅上调舜宇(02382.HK)目标价至109.9元产品结构改善带动盈利能力复苏

阿斯达克财经

《大行》星展升舜宇(02382.HK)目标价至106元 DeepSeek提高AI智能电话采用

阿斯达克财经

开源证券：DeepSeek持续出圈有望重塑创新消费电子估值

【券商聚焦】东吴证券维持舜宇光学科技(02382)“买入”评级指公司汽车产品受益于智驾渗透

建银国际：重申舜宇光学科技(02382)“跑赢大市”评级目标价大幅上调至105港元

舜宇光学科技（02382）：股东净利润大增超1.4倍，市值将迎来重估？

智通财经网

舜宇精工上涨7.95%，报24.7元/股

【AH互动】港股午后走弱恒生指跌1.3% 中金指情绪与估值在短期有透支迹象

【券商聚焦】建银国际重申舜宇光学科技(02382)“跑赢大市”评级指公司今年将成为消费电子产品补贴的受益者

《大行》建银国际大幅上调舜宇(02382.HK)目标价至105元重申“跑赢大市”评级

阿斯达克财经

《大行》汇丰研究升舜宇(02382.HK)目标价至103.6元车载镜头需求上升

阿斯达克财经

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 产品结构改善带动盈利能力复苏","url":"https://stock-news.laohu8.com/highlight/detail?id=2512624136","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512624136?lang=zh_cn&edition=fundamental","pubTime":"2025-02-18 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12:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220119175532982_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220119175532982_s.jpg"],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1418136/latest-news/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":["02382","159819"],"gpt_icon":0},{"id":"2512575133","title":"开源证券：DeepSeek持续出圈有望重塑创新消费电子估值","url":"https://stock-news.laohu8.com/highlight/detail?id=2512575133","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512575133?lang=zh_cn&edition=fundamental","pubTime":"2025-02-18 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发布2024年业绩预告，2024公司预计实现归母净利润26.4-27.5亿元，同比+140%至+150%，超市场一致预期。该行表示，2025M2比亚迪发布“智驾平权”战略，10/15/20万级车型全系标配智驾系统，10万以下车型多数搭配。该行认为公司作为车载镜头龙头有望充分受益智驾方案下沉及高阶智驾渗透，车载镜头及模组保持高盈利能力。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953353","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":["601555","02382"],"gpt_icon":0},{"id":"2512904965","title":"建银国际：重申舜宇光学科技(02382)“跑赢大市”评级 目标价大幅上调至105港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2512904965","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512904965?lang=zh_cn&edition=fundamental","pubTime":"2025-02-18 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港股三大股指午后走弱，截至发稿，恒生指跌1.3%，国企指跌1.38%，恒科指跌2.17%。该行续指，静态看，情绪与估值在短期无疑是透支的。情绪上，经过本轮上涨，恒生指数风险溢价已回落至6.15%，接近去年10月初和2023年初市场高点所对应的6%水平，换言之，当前市场计入的乐观程度与投资者站在那两个时间点对未来的预期是相当的。","market":"other","thumbnail":"https://static.szfiu.com/news/20200915/NzYyNDljMmIwNjZjMTQ3MTljY2ZkYmY1MDAwNDcwMjMxMA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200915/NzYyNDljMmIwNjZjMTQ3MTljY2ZkYmY1MDAwNDcwMjMxMA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953272","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":["BK1584","BIDU","LU2039709279.SGD","BK1247","02382","LU0163747925.USD","BK1504","LU0072462343.USD","LU0197773160.USD","LU0831093199.SGD","LU1115378108.SGD","BK1501","LU0630378692.HKD","LU0856984785.SGD","BK1502","BK1589","SG9999014674.SGD","SG9999002463.SGD","HSCEI","HK0000306701.USD","LU0173614495.USD","00241","LU0640798160.USD","06618","BK1149","86618","LU0287142896.SGD","LU0274383008.USD","LU0543330566.HKD","LU2778985437.USD","89888","LU0762541174.USD","HSTECH","BK1588","YANG","00285","LU1211504680.USD","BK1189","LU0417516738.SGD","LU0307460666.USD","LU0823426480.USD","LU0197773673.USD","LU0052750758.USD","LU0417516902.SGD","LU0630378429.USD","09888","LU1048588211.SGD","LU0762542818.HKD","BK1170"],"gpt_icon":1},{"id":"2512945179","title":"【券商聚焦】建银国际重申舜宇光学科技(02382)“跑赢大市”评级 指公司今年将成为消费电子产品补贴的受益者","url":"https://stock-news.laohu8.com/highlight/detail?id=2512945179","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512945179?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 13:19","pubTimestamp":1739769595,"startTime":"0","endTime":"0","summary":"该行预测2024年和2025年与手机相关产品的收入按年增长率分别为19%和5%。该行预计，随着车辆智能化的日益复杂，2025年至2026年每辆车的摄像头数量将持续增加。重申评级为“跑赢大市”。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953267","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":["159732","02382"],"gpt_icon":0},{"id":"2512992119","title":"《大行》建银国际大幅上调舜宇(02382.HK)目标价至105元   重申“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2512992119","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512992119?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 12:23","pubTimestamp":1739766180,"startTime":"0","endTime":"0","summary":"建银国际发表报告，指舜宇光学发盈喜，料去年净利润在26.4亿至27.5亿元人民币之间，相当于按年增长140%至150%，高于预期，意味去年下半年的净利润按年增长135%至152%，预计为15.6亿至16.7亿元人民币。建银国际指，在2025年，舜宇光学将成为消费电子产品补贴的受益者。建银国际将舜宇2024年、2025年和2026年的盈利预测上调16%、9%和9%，以反映对出货量和毛利率的更高预测。目标价从66元大幅上调至105元。重申评级为“跑赢大市”。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220119175532982_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220119175532982_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1417793/latest-news/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":["02382"],"gpt_icon":0},{"id":"2512996145","title":"《大行》汇丰研究升舜宇(02382.HK)目标价至103.6元  车载镜头需求上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2512996145","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512996145?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 11:39","pubTimestamp":1739763540,"startTime":"0","endTime":"0","summary":"汇丰环球研究发表报告指，比亚迪发布“天神之眼”对高级辅助驾驶系统感应带来显著提振。该行上调对公司今年及明年汽车CIS芯片收入预测12%至15%，目标价由140.6元人民币上调至169.1元人民币，续予“买入”评级。该行亦相信舜宇作为全球最大车载头供应商亦将受惠。舜宇亦加快推出高端汽车镜头模组，预期未来亦可成为比亚迪主要供应商，该行上调对舜宇2024年至2026年盈利预测4%至9%，目标价由84.5港元上调至103.6港元，维持“买入”评级。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220119175531925_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220119175531925_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1417775/latest-news/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":["02382"],"gpt_icon":0}],"pageSize":16,"totalPage":13,"pageCount":4,"totalSize":200}]}}