智通财经APP获悉，高伟电子(01415)早盘涨超6%，截至发稿，涨4.75%，报23.15港元，成交额7957.34万港元。
消息面上，高伟电子此前宣布，董事会已决定根据股份奖励计划规则向123名员工授出合计1362万份奖励。招商证券指出，公司在后摄导入时点推出股权激励，彰显了对公司长线发展的信心。该行指出，高伟电子今年下半年首次切入iPhone新机后摄部分料号；预计公司后摄新料号的良率爬坡顺利，份额提升有望超预期。
该行认为，后摄有望带动下半年营收大幅增长，同时考虑到上半年公司为新品投入了大量前置成本，下半年随着新品贡献营收，综合费用率将明显降低，我们看好下半年业绩同环比增长的弹性。此外，公司中长线受益于苹果三年向上周期、光学创新及自身份额持续提升，激光雷达、VR/AR亦是未来成长动力。
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