花旗：维持舜宇光学科技(02382)“中性”评级目标价115港元

智通财经2020-05-22

智通财经APP获悉，花旗发表研究报告，看好舜宇光学科技(02382)手机镜头、手机摄像模组及车载镜头业务的定位，同时认为手机摄像模组及车载镜头业务短期内可能会看到客户需求的不确定性。舜宇今年的目标是手机镜头出货量增10%至15亿件，手机摄像模组及车载镜头业务分别增15%及20%，至6.2亿及6000万件。基于公共卫生事件的影响，估计集团达标有压力，尤其是车载镜头业务。该行称，手机镜头4月出货量同比...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

学习33
2020-05-24
学习33
最近可能受美国的实体清单影响挺大，可能时间长了还要严重

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2037445439?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/d144a6f2277c7ed90226eb8331e6d7d4","is_english":false,"pubTime":"2020-05-22 11:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2037445439","market":"hk","top_or_hot":-1,"title":"花旗：维持舜宇光学科技(02382)“中性”评级 目标价115港元","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，花旗发表研究报告，看好舜宇光学科技(02382)手机镜头、手机摄像模组及车载镜头业务的定位，同时认为手机摄像模组及车载镜头业务短期内可能会看到客户需求的不确定性。舜宇今年的目标是手机镜头出货量增10%至15亿件，手机摄像模组及车载镜头业务分别增15%及20%，至6.2亿及6000万件。基于公共卫生事件的影响，估计集团达标有压力，尤其是车载镜头业务。该行称，手机镜头4月出货量同比...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/303829.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>花旗：维持舜宇光学科技(02382)“中性”评级 目标价115港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n花旗：维持舜宇光学科技(02382)“中性”评级 目标价115港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-22 11:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/303829.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，花旗发表研究报告，看好舜宇光学科技(02382)手机镜头、手机摄像模组及车载镜头业务的定位，同时认为手机摄像模组及车载镜头业务短期内可能会看到客户需求的不确定性。舜宇今年的目标是手机镜头出货量增10%至15亿件，手机摄像模组及车载镜头业务分别增15%及20%，至6.2亿及6000万件。基于公共卫生事件的影响，估计集团达标有压力，尤其是车载镜头业务。该行称，手机镜头4月出货量同比...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/303829.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"02382","symbol_name":"舜宇光学科技","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/303829.html","article_id":"2037445439","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/d144a6f2277c7ed90226eb8331e6d7d4"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2037445439","pubTimestamp":1590119930,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，花旗发表研究报告，看好舜宇光学科技(02382)手机镜头、手机摄像模组及车载镜头业务的定位，同时认为手机摄像模组及车载镜头业务短期内可能会看到客户需求的不确定性。舜宇今年的目标是手","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"02382":"舜宇光学科技"},"translate_title":"Citi: Maintain Shunyu Optical Technology (02382) \"Neutral\" Rating Target Price of HK $115","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02382":1},"content_text":"智通财经APP获悉，花旗发表研究报告，看好舜宇光学科技(02382)手机镜头、手机摄像模组及车载镜头业务的定位，同时认为手机摄像模组及车载镜头业务短期内可能会看到客户需求的不确定性。舜宇今年的目标是手机镜头出货量增10%至15亿件，手机摄像模组及车载镜头业务分别增15%及20%，至6.2亿及6000万件。基于公共卫生事件的影响，估计集团达标有压力，尤其是车载镜头业务。该行称，手机镜头4月出货量同比及按月均跌2%，主要是三星的订单疲弱。手机镜头去年平均售价上升约两成，手机摄像模组升10至15%，该行相信在客户订单温和及毛利率稳定下，两者今年的平均售价会维持稳定。目前，该行对其年底的产能预测不变，手机镜头为1.6亿件，手机摄像模组为7500万件，车载镜头为600万件；资本开支30亿元人民币；研发开支占总收入比例5至6%，去年为5.8%；营运开支占收入比例8至8.5%，去年为8.2%。该行表示，维持对其“中性”评级，目标价115港元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":953693520,"gmtCreate":1590290111360,"gmtModify":1704192288526,"author":{"id":"3494368511763328","authorId":"3494368511763328","name":"学习33","avatar":"https://static.tigerbbs.com/779114b3ef16c5c8b62588657d9db089","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3494368511763328","authorIdStr":"3494368511763328"},"htmlText":"最近可能受美国的实体清单影响挺大，可能时间长了还要严重","listText":"最近可能受美国的实体清单影响挺大，可能时间长了还要严重","text":"最近可能受美国的实体清单影响挺大，可能时间长了还要严重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953693520","repostId":2037445439,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2037445439"}

花旗：维持舜宇光学科技(02382)“中性”评级 目标价115港元

精彩评论

花旗：维持舜宇光学科技(02382)“中性”评级目标价115港元