智通财经APP获悉，舜宇光学(02382)涨超4%，截至发稿，涨4.3%，报89.8港元，成交额8.2亿港元。
华泰证券发布研报称，舜宇光学科技发布正面盈利预告，2024年净利润26.39至27.49亿元，同比增长140至150%，高于市场和该行预期的24.42亿/23.43亿元。展望2025年，该行预计公司手机业务毛利率或继续改善3个百分点，车载业务收入按年增27%，驱动公司净利润增长41%。考虑公司手机业务在竞争趋缓及产品组合改善下盈利能力好转，该行上调公司2024至2026年毛利率预测各0.8、2.1及2.5个百分点，由此上调净利润预测分别至27亿、37.5亿及44.8亿元，前值预测为23.4亿、29.8亿及35亿元。
星展发布研报指出，因DeepSeek提高AI智能手机采用，资金流入人工智能价值链带动对舜宇光学科技重新评级。报告提及，受惠于产业上行周期，星展上调了舜宇光学科技2025和2026财年的盈利预测，分别上调5.2%和8.6%；受惠于智能手机行业销售加速增长，星展分别上调舜宇光学科技2025和2026财年营收预测5.1%和7.6%。
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