《大行》中金:舜宇(02382.HK)去年盈利预告略超预期 看好手机和车载齐发力

阿斯达克财经
Feb 14, 2025

中金发表报告指,舜宇(02382.HK) 去年盈利预告略超预期。公司预计2024年净利润26.386亿至27.485亿元人民币(下同),按年增长140至150%。该行认为公司2024年业绩显著原因为手机出货需求复苏,加上竞争格局改善且产品规格升级,以及汽车智能化程度持续提升。展望今年,报告指,公司手机光学产品平均售价和毛利率提升的趋势有望延续,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...

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