金吾财讯 | 高盛发研指，对舜宇光学科技(02382)的产品组合升级持积极看法。随着每辆车配备的摄像头数量不断增加，以支持高级辅助驾驶系统（ADAS）或自动驾驶（AD）功能，车载镜头产品的升级进程有望加速。此外，智能手机摄像头规格和外形尺寸的持续变化，也将推动20MPx+镜头的贡献进一步提升。高盛预计，舜宇光学科技下半年的营收将同比增长11%，主要得益于车载镜头销售的增长以及手机镜头组合的升级。由于智能手机规格升级带动手机镜头业务收入增加，高盛将舜宇2025年至2027年的盈利预测分别上调4%。同时，随着业务规模的扩大，高盛将舜宇2025年至2027年的营运开支比率分别下调0.2、0.3和0.2个百分点。基于上述因素，高盛将舜宇光学科技的H股目标价从70.4港元上调至80.1港元，并维持其中性评级。
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