金吾财讯 | 舜宇光学科技(02382)发布盈喜,集团预期截至2024年12月31日止年度录得公司股东应占溢利约人民币26.38亿元至人民币27.49亿元,较截至2023年12月31日止年度之约人民币10.99亿元增加约140.0%至150.0%。
据公告指,有关预期增加主要归因于:1.全球智能手机市场在二零二四年复苏,在高端机型热销和人工智能在硬件端集成的推动下,市场出货量同比增长约6.0-7.0%。智能手机市场的复苏导致公司手机镜头的出货量同比增长约13.1%。同时,产品组合改善使公司手机镜头和手机摄像模组的平均售价增加和毛利率提升;2.全球汽车市场稳步增长,新能源汽车需求强劲增长,同时,智能辅助驾驶系统的发展,促使车载镜头搭载率提高。公司于车载镜头市场保持全球领先地位,出货量同比增长约12.7%。
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