高盛:上调舜宇光学科技车载镜头业务盈利预期

智通财经网
17 Feb

舜宇光学科技公布了 2024 年下半年净利润指引为 15.6 亿至 16.7 亿元人民币,同比增长 135% 至 152%,超出我们的预期以及彭博一致预期的 24%/20%。管理层将净利润的强劲增长归因于:(1)高端机型和 AI 机型带动智能手机市场复苏,支撑了手机镜头较高的平均销售价格(ASP);(2)电动汽车市场强劲,推动了车载镜头业务(2024 年车载镜头出货量同比增长 13%)。该公司 1...

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