港股詳情

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舜宇光學科技

61.300

+0.3500.57%

成交量：619.33萬

成交額：3.74億

市值：671.24億

市盈率：23.27

高：61.400

開：60.450

低：59.700

收：61.050

資料載入中...

總覽公司新聞公告

舜宇光學科技盤中異動早盤大幅下挫5.07%報60.850港元

港股蘋果概念股多數走低，高偉電子(01415.HK)跌超5%，比亞迪電子(00285.HK)跌近4%，瑞聲科技(0201

港股異動 | 蘋果概念股繼續承壓高偉電子(01415)跌超4% 比亞迪電子(00285)跌超3%

首季全球智能手機市場復甦乏力手機產業股普跌瑞聲科技(02018)跌6.28%

港股異動 | 蘋果概念股集體承壓丘鈦科技(01478)跌超3% 比亞迪電子(00285)跌超2%

富瑞：升舜宇光學科技評級至“買入” 目標價下調至80港元

富瑞：升舜宇光學科技(02382)評級至“買入” 目標價下調至80港元

智通财经网

傑富瑞升舜宇光學科技評級至買入目標價下調至80港元

蘋果概念股，集體大漲！機構：看好果鏈公司估值修復

21世纪经济报道

《港股》恒指高開449點比亞迪電子及舜宇漲逾6% 車股造高

阿斯达克财经

舜宇光學科技盤中異動股價大漲6.48%報69.800港元

中金：維持舜宇光學科技(02382)跑贏行業評級目標價99.2港元

特朗普對等關稅“留後門” 手機、電腦、半導體等均在豁免之列

舜宇光學科技3月數據點評：手機光學短期受高基數影響智駕利好初步顯現

舜宇光學科技盤中異動下午盤股價大漲5.23%報65.450港元

港股異動 | 蘋果概念股拉昇轉漲高偉電子(01415)漲近6% 舜宇光學(02382)漲超4%

港股異動 | 舜宇光學(02382)跌超3% 3月手機鏡頭出貨量為9431.6萬件同比減少16.3%

美銀料蘋果轉移產線成本代價巨大蘋果概念股普跌富智康集團(02038)跌3.95%

金十數據整理：每日港股市場要聞速遞（4月11日週五）

【灣區早參】香港3月中小企業務收益的現時動向指數升至43.5；首兩個月澳門飲食業電子支付增長2.1%

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11:29","pubTimestamp":1744601340,"startTime":"0","endTime":"0","summary":"　　4月14日，受利好消息刺激，A股苹果概念股大幅高开，朝阳科技、超声电子、瀛通通讯等涨停，歌尔股份、蓝思科技、立讯精密等涨幅居前。　　港股苹果概念股同样开盘走强。　　对于此次美方豁免部分产品“对等关税”，机构普遍认为，受关税政策影响，苹果供应链公司前期跌幅较大，有望迎来修复机会。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-04-14/doc-inetccst8389365.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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比亞迪電子及舜宇漲逾6% 車股造高","url":"https://stock-news.laohu8.com/highlight/detail?id=2527461929","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527461929?lang=zh_tw&edition=fundamental","pubTime":"2025-04-14 09:33","pubTimestamp":1744594380,"startTime":"0","endTime":"0","summary":"美国总统特朗普拟另立新关税处理电子产品及半导体进口，市场解读等同暂停相关产品对等关税，纳指期货升逾1%。恒指高开449点或2.1%，报21,363点；国指高开168点或2.2%，报7,970点；恒生科技指数高开153点或3.1%，报5,053点。受电子产品关税影响股份高开，手机相关股比亚迪电子及舜宇高开6.5%及6.2%。芯片股中芯及华虹高开3%及3.8%。车股继续受中欧电动车关税谈判刺激，吉利及比亚迪高开4.7%及4.1%，理想高开3%，蔚来及小鹏高开7.9%及5.3%。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180305131110441_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180305131110441_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/aafn-con/NOW.1433539/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":["BK1589","BK1170","00285","BK1582","LU0274383008.USD","02833","BK1607","MCHmain","BK1149","LU0326950275.SGD","HSImain","513600","BK1580","LU0348766576.USD","BK1504","MHImain","02382","LU1831875114.USD","LU0348767384.USD","BK1608","BK1521","BK1540","HSI","LU1211504680.USD","HHImain","BK1515","HSTECH"],"gpt_icon":1},{"id":"2527943603","title":"舜宇光學科技盤中異動 股價大漲6.48%報69.800港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2527943603","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527943603?lang=zh_tw&edition=fundamental","pubTime":"2025-04-14 09:30","pubTimestamp":1744594209,"startTime":"0","endTime":"0","summary":"2025年04月14日早盘09时30分，舜宇光学科技股票出现波动，股价快速拉升6.48%。截至发稿，该股报69.800港元/股，成交量50.55万股，换手率0.05%，振幅0.92%。资金方面，该股资金流入796.32万港元，流出702.898万港元。舜宇光学科技股票所在的电子零件行业中，整体涨幅为4.37%。其相关个股中，高伟电子、丘钛科技、瑞声科技涨幅较大，振幅较大的相关个股有高伟电子、瑞声科技、丘钛科技，振幅分别为2.90%、2.47%、1.45%。该公司的产品销往中国国内与海外市场。","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=nesSN20250414093009aa2c6d63&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, 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09:11","pubTimestamp":1744593080,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金公司发布研报称，维持舜宇光学科技2025/2026年归母净利润35.19/40.85亿元，当前股价对应2025/2026年P/E 19.2x/16.3x。维持跑赢行业评级和99.2港币目标价，对应2025/2026年P/E 29.1x/24.6x。车载镜头同比增幅扩大，智驾利好初步显现随着圣诞和春节因素的消化，舜宇3月车载镜头出货量恢复环比增长，达到982.1万片。","market":"hk","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":"http://www.zhitongcaijing.com/content/detail/1277901.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":["02382"],"gpt_icon":0},{"id":"2527932364","title":"特朗普對等關稅“留後門” 手機、電腦、半導體等均在豁免之列","url":"https://stock-news.laohu8.com/highlight/detail?id=2527932364","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527932364?lang=zh_tw&edition=fundamental","pubTime":"2025-04-13 09:39","pubTimestamp":1744508382,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美东时间4月11日晚间，美国海关发布公告，根据特朗普总统当日签署的备忘录，对以下税号的商品不征收第14257号行政令（即4月2日发布的“对等关税\"行政令，以及于4月8日和4月9日发布的修订行政令）下的“对等关税”。获得对等关税豁免的商品包括计算机、半导体零部件、智能手机、GPU、路由器、显示器、存储设备等部件。文章明确提到，中国的相关产品也在豁免之列，但需通过申报流程确认豁免资","market":"us","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/1277779.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1515","02382","BK1608","BK1167","LU0326950275.SGD","LU1211504680.USD","00285","BK1607","BK1610","BK1614","LU0052750758.USD","LU0348767384.USD","BK1504","BK1521","BK1582","BK1540","SG9999014674.SGD","LU1831875114.USD","BK1170","BK1589","BK1500","00981","BK1526","LU0274383008.USD","BK1163","02018","BK1580","LU0348766576.USD","01347","159582","LU0320764599.SGD","LU0708995583.HKD","SG9999006597.SGD","BK1149","IE0034224299.USD"],"gpt_icon":1},{"id":"2527956834","title":"舜宇光學科技3月數據點評：手機光學短期受高基數影響 智駕利好初步顯現","url":"https://stock-news.laohu8.com/highlight/detail?id=2527956834","media":"中金公司","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527956834?lang=zh_tw&edition=fundamental","pubTime":"2025-04-13 00:00","pubTimestamp":1744473600,"startTime":"0","endTime":"0","summary":"公司近况舜宇光学科技公布3 月出货量数据：1）手机光学：公司手机摄像模组出货3,731.4 万片，同/环比-10.9%/+5.5%，同行中，丘钛手机摄像模组出货2,944.2万片，同/环比-20.1%/+28.5%，公司与其趋势相似。评论手机光学处于传统淡季，短期出货受高基数影响。车载镜头同比增幅扩大，智驾利好初步显现。随着圣诞和春节因素的消化，舜宇3 月车载镜头出货量恢复环比增长，达到982.1 万片。维持跑赢行业评级和99.2 港币目标价，对应2025/2026 年P/E 29.1x/24.6x，较当前股价有51%涨幅。","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=nesSN20250413133727a45758e6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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下午盤股價大漲5.23%報65.450港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2526750409","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526750409?lang=zh_tw&edition=fundamental","pubTime":"2025-04-11 13:00","pubTimestamp":1744347616,"startTime":"0","endTime":"0","summary":"2025年04月11日下午盘13时00分，舜宇光学科技股票出现波动，股价急速上涨5.23%。资金方面，该股资金流入4.82357亿港元，流出3.36051亿港元。舜宇光学科技股票所在的电子零件行业中，整体涨幅为1.73%。其相关个股中，超人智能、高伟电子、舜宇光学科技涨幅较大，振幅较大的相关个股有超人智能、高伟电子、瑞声科技，振幅分别为21.80%、10.32%、8.60%。建银国际将舜宇光学科技目标价下调至98港元，维持“优于大盘”评级。","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=nesSN20250411130016a6b76242&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250411130016a6b76242&s=b","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":"tencent","symbols":["BK1608","LU1831875114.USD","BK1589","02382","BK1504","BK1521","BK1170","LU1211504680.USD","LU0326950275.SGD"],"gpt_icon":0},{"id":"2526762505","title":"港股異動 | 蘋果概念股拉昇轉漲 高偉電子(01415)漲近6% 舜宇光學(02382)漲超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526762505","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526762505?lang=zh_tw&edition=fundamental","pubTime":"2025-04-11 11:55","pubTimestamp":1744343707,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，苹果概念股拉升转涨，截至发稿，高伟电子涨5.99%，报21.05港元；舜宇光学涨4.02%，报64.7港元；丘钛科技涨3.65%，报6.25港元；瑞声科技涨3.15%，报62港元；比亚迪电子涨3.06%，报32港元。当地时间4月9日下午，特朗普表示，已授权对不采取报复行动的国家实施90天的关税暂停。","market":"us","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/1277258.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":["01415","BK1504","BK1608","BK1582","02382","BK1167","BK1521","BK1607","BK1149","LU0348767384.USD","BK1515","SG9999014674.SGD","SG9999006597.SGD","BK1580","BK1500","LU1211504680.USD","BK1096","LU1831875114.USD","01478","02018","BK1540","BK1170","BK1179","LU0274383008.USD","LU0348766576.USD","00285","LU0326950275.SGD","BK1589"],"gpt_icon":0},{"id":"2526657483","title":"港股異動 | 舜宇光學(02382)跌超3% 3月手機鏡頭出貨量為9431.6萬件 同比減少16.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526657483","media":"智通财经","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526657483?lang=zh_tw&edition=fundamental","pubTime":"2025-04-11 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蘋果概念股普跌 富智康集團(02038)跌3.95%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526575922","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526575922?lang=zh_tw&edition=fundamental","pubTime":"2025-04-11 09:33","pubTimestamp":1744335211,"startTime":"0","endTime":"0","summary":"金吾财讯 | 苹果概念股普跌，富智康集团 跌3.95%，高伟电子跌2.11%，瑞声科技跌2.44%，舜宇光学科技跌1.93%，丘钛科技跌1.00%，东江集团控股跌0.55%美银证券发布最新研报指出，尽管从技术角度来看，美国具备足够劳动力完成iPhone的最终组装，但全面转移产线回美的现实操作难度极高，且成本代价巨大。美银估算，仅将iPhone的最终组装环节转移至美国，成本就将上升25%，若叠加对等关税，总成本或飙升91%，严重挤压苹果利润空间。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1b69d927cc31c86eb7c7e8d444eda7a8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957032","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":["LU0965509101.SGD","LU2756315664.SGD","01478","SG9999018865.SGD","LU1548497426.USD","01415","BK4532","LU1037948897.HKD","LU1935043536.SGD","LU2505996681.GBP","SG9999014914.USD","BK1183","LU1316542783.SGD","LU0784383803.USD","MACW.SI","LU1831875114.USD","HK0000320264.USD","LU1852331112.SGD","SG9999015358.SGD","02038","LU2236285917.USD","LU0170899867.USD","LU0072462426.USD","LU0861579265.USD","02382","LU0494093205.USD","LU1261432733.SGD","LU2168564065.EUR","LU2357305700.SGD","LU0942090050.USD","LU1235294995.USD","BK4576","IE00BK4W5M84.HKD","BK4515","LU0053666078.USD","SG9999014575.USD","LU2462157665.USD","LU2247934214.USD","IE00BJTD4V19.USD","02018","LU1066051225.USD","LU1046421795.USD","02283","BK4581","LU1642822529.SGD","LU1582986433.USD","SG9999002224.SGD","SG9999015952.SGD","LU2417539215.USD","LU0289961442.SGD"],"gpt_icon":0},{"id":"2526185520","title":"金十數據整理：每日港股市場要聞速遞（4月11日 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