郭明𫓹：舜宇(02382.HK)或可成苹果iPhone及iPad CCM新供应商

阿斯达克财经07-17

天风国际证券分析师郭明𫓹预期，舜宇光学(02382.HK) 将在明年成为苹果(AAPL.US) 的新相机模组(CCM)供应商，并在越南生产及交付新款M5系列MacBook机型的CCM，认为若MacBook CCM交付顺利，未来舜宇有望成为iPhone及iPad的CCM新供应商。
他续指，若能够成为苹果的CCM新供应商，意味着舜宇收入翻倍将可成为可实现的长期营运目标。同时在苹果的光学供应链中，只有舜宇能同时出货CCM与镜头，意味着舜宇的垂直整合优势将有利于利润增长。

另外，郭明𫓹提到，最新调查显示自今年下半年开始，舜宇将逐渐取回iPhone的镜头订单，舜宇的目标是在明年恢复2023年苹果镜头供应订单的占比。
舜宇股价今日(17日)平开，最低见50.65元。现报50.8元，跌2.87%，成交1,110.55万股，涉资5.73亿元。(mn/)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-16 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)

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