智通财经APP获悉，舜宇光学(02382)盈喜后涨超4%，月内累涨超32%。截至发稿，涨3.5%，报91.7港元，成交额7.27亿港元。
消息面上，舜宇光学公告，预期2024年公司股东应占溢利约26.386亿元至27.485亿元，同比大幅增加约140%至150%。中金表示，业绩预告小幅超出预期，主要由于手机出货需求复苏；竞争格局改善且产品规格升级；汽车智能化程度持续提升。
该行指出，展望2025年，手机光学产品ASP和毛利率提升的趋势有望延续。我们认为光学或仍将是手机微创新的主要切入点，包括玻塑混合镜头、潜望模组下沉、像素升级等方面，公司产品组合有望进一步升级。此外，手机补贴政策及端侧AI应用拓展或有助于刺激消费者换机需求。此外，高阶智驾、AI眼镜助推公司第二成长曲线。
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