智通财经APP讯，舜宇光学科技(02382)发布公告，集团预期截至2024年12月31日止年度取得公司股东应占溢利约人民币26.39亿元至人民币27.49亿元，较截至2023年12月31日止年度的约人民币10.99亿元增加约140.0%至150.0%。
董事会认为有关预期增加主要归因于以下原因：
1.智能手机市场的复苏。全球智能手机市场在2024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;及
2.新能源汽车需求强劲。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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