智通财经APP获悉，高盛发布研究报告称，因舜宇光学科技(02382)智能手机规格升级带动手机镜头业务收入增加，以及扩大业务规模使2025-2027年营运支出比率有所降低，故上调集团2025-2027年盈利均4%。上调集团2025年目标市盈率至26.4倍及目标价14%，由70.4港元升至80.1港元。维持“中性”评级。
该行表示，对舜宇光学产品组合的升级持乐观态度，由于每辆车的相机数量不断增加，可实现先进驾驶辅助系统(ADAS)和自动驾驶功能，推动车载镜头产品组合的升级。随智能手机相机规格和外形尺寸的变化，20MPx+镜头的贡献也将更高。高盛预计，在车载镜头销售上升及手机镜头组合升级的带动下，集团2024年下半年收入将同比上升11%。
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