舜宇光学科技(02382)今日股价盘中大涨逾5%,引发市场关注。公司此前发布的2024年业绩预告显示,受益于智能手机市场复苏、新能源汽车高景气等利好因素,全年公司股东应占溢利预计将同比大增140%至150%,优于市场预期。
根据公告,舜宇光学科技预计2024年全年实现公司股东应占溢利约26.39亿至27.49亿元人民币,同比增长幅度高达140%至150%。这主要得益于全球智能手机市场在2024年强劲复苏,公司手机镜头出货量按年大增13.1%。同时,受惠于新能源汽车需求强劲增长以及智能驾驶系统渗透率持续提高,公司凭借在全球车载镜头市场的领先地位,该细分领域出货量也同比增长12.7%。
除了出货量的大幅增长,公告还显示手机光学产品的平均销售价格和毛利率在2024年也有所提升,这亦是利润能实现大幅增长的关键因素之一。分析人士指出,公司产品升级以及行业竞争格局改善或是导致产品售价及毛利率上涨的原因。
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