舜宇光学科技:24年预告略超预期 看好手机和车载齐发力

中金公司
13 Feb

预告盈利同比增长140.0~150.0%,小幅超出我们预期舜宇光学科技发布盈利预增公告,预计2024 年实现归母净利润26.386~27.485 亿元,同比增长140.0~150.0%,小幅超出我们预期。我们认为公司2024 年业绩增长显著的原因为:1)手机出货需求复苏:根据Canalys,2024 年全球智能手机出货量同比增长7%,在产业周期回升以及公司持续拓展北美客户份额的背景下,公司手机镜头...

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