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href=\"https://laohu8.com/S/N4E.SI\">南昌</a>国资同意受让16%公司股权。2020年以来，公司质押风险降低，因此经协商公司股权转让变为6%，转让已经完成，公司实控人不变，管理风险解除。</p><p>摄像头模组：全球摄像模组龙头，受益于多摄持续渗透</p><p>(1)行业：多摄优化拍照效果，适用更多场景，模组龙头受益于多摄渗透率不断提高。预测20-23年安卓手机摄像模组市场空间为1404/1663/1715/1755亿元，苹果手机摄像模组市场空间为344/358/359/364亿元。(2)公司：公司高端单摄产品及三摄产品的出货量占比不断提高，2019实现营收306.07亿元，同比增长25.31%，综合毛利率为8.83%；出货量6.60亿颗，同比增长19.66%。此外，公司成功研发业界首款超薄潜望式连续变焦模组，创行业模组厚度新低。</p><p>光学镜头业务：创新周期开启，公司定增谋划更大布局</p><p>(1)行业：随摄像头功能持续升级，单个镜头价值上升，并叠加多摄渗透，手机镜头迎来量价齐升。预测镜头总市场空间在20-23年分别达141/166/186/200亿元，19-23年CAGR达16%。(2)公司：拟定增谋划更大布局：2017年开始布局镜头业务，2019年实现营收6.85亿元，总出货量1.42亿颗，其中手机镜头1.35亿颗，车载镜头771万颗；实现综合毛利25.51%。根据2020.6定预案，公司拟募集资金不超过67.58亿元，其中20.74亿元用于手机镜头产能扩张，预计年产9.8亿颗手机镜头。</p><p>投资建议</p><p>预计公司2020-22年营业收入560/650/750亿元，归母净利润16.7/23.51/29.03亿元，对应PE为27.9/19.8/16.1倍，参考 <a href=\"https://laohu8.com/S/002475\">立讯精密</a> Wind一致预期2020年48倍，我们认为公司被低估，给予“推荐”评级。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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欧菲光(002456)聚焦优质光学“赛道”，受益光学景气周期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-23 18:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-06-23/doc-iircuyvk0074296.shtml><strong>民生证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：欧菲光(002456)聚焦优质光学“赛道”，受益光学景气周期 来源：民生证券聚焦优质光学“赛道”，发力摄像模组、光学镜头(1)剥离非苹果触摸屏业务，聚焦优质光学“赛道”。公司主营光学光电(包括微摄像头模组、光学镜头、触摸屏)、微电子(指纹识别模组、3D Sensing模组)和智能汽车业务三大板块，其中摄像模组为近年增长核心驱动力，未来增长关注3D Sensing和镜头业务。2019/11/...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-06-23/doc-iircuyvk0074296.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c","relate_stocks":{},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-06-23/doc-iircuyvk0074296.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2045594529","content_text":"原标题：欧菲光(002456)聚焦优质光学“赛道”，受益光学景气周期 来源：民生证券聚焦优质光学“赛道”，发力摄像模组、光学镜头(1)剥离非苹果触摸屏业务，聚焦优质光学“赛道”。公司主营光学光电(包括微摄像头模组、光学镜头、触摸屏)、微电子(指纹识别模组、3D Sensing模组)和智能汽车业务三大板块，其中摄像模组为近年增长核心驱动力，未来增长关注3D Sensing和镜头业务。2019/11/18， 欧菲光 科技、欧菲光学、欧菲触控拟将持有的合计51.88%的安徽精卓股权(开展除苹果业务以外的触摸屏和触控显示全贴合模组业务)转让给安徽鼎恩。(2)向国资转股完成，实控人不变。2019年5月28日，为缓解公司管理层股权质押风险，南昌国资同意受让16%公司股权。2020年以来，公司质押风险降低，因此经协商公司股权转让变为6%，转让已经完成，公司实控人不变，管理风险解除。摄像头模组：全球摄像模组龙头，受益于多摄持续渗透(1)行业：多摄优化拍照效果，适用更多场景，模组龙头受益于多摄渗透率不断提高。预测20-23年安卓手机摄像模组市场空间为1404/1663/1715/1755亿元，苹果手机摄像模组市场空间为344/358/359/364亿元。(2)公司：公司高端单摄产品及三摄产品的出货量占比不断提高，2019实现营收306.07亿元，同比增长25.31%，综合毛利率为8.83%；出货量6.60亿颗，同比增长19.66%。此外，公司成功研发业界首款超薄潜望式连续变焦模组，创行业模组厚度新低。光学镜头业务：创新周期开启，公司定增谋划更大布局(1)行业：随摄像头功能持续升级，单个镜头价值上升，并叠加多摄渗透，手机镜头迎来量价齐升。预测镜头总市场空间在20-23年分别达141/166/186/200亿元，19-23年CAGR达16%。(2)公司：拟定增谋划更大布局：2017年开始布局镜头业务，2019年实现营收6.85亿元，总出货量1.42亿颗，其中手机镜头1.35亿颗，车载镜头771万颗；实现综合毛利25.51%。根据2020.6定预案，公司拟募集资金不超过67.58亿元，其中20.74亿元用于手机镜头产能扩张，预计年产9.8亿颗手机镜头。投资建议预计公司2020-22年营业收入560/650/750亿元，归母净利润16.7/23.51/29.03亿元，对应PE为27.9/19.8/16.1倍，参考 立讯精密 Wind一致预期2020年48倍，我们认为公司被低估，给予“推荐”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}