投资要点事件:舜宇光学发布2024 年业绩预告,2024 公司预计实现归母净利润26.4-27.5 亿元,同比+140%至+150%,超市场一致预期。手机:高端化见效,ASP 与毛利率提升1)2024 年公司手机镜头出货量为13.2 亿件,同比+13.1%。根据Canalys,2024 年中国大陆智能手机出货量达2.85 亿台,同比+4%,受益国补2025 年手机出货量仍具上行动力。公司持续推进...
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