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SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2024-04-12T12:40 財經茄呢啡 舜宇光學科技４月９日在港交所公告，３月手機鏡頭出貨量約１．１２７億件，同比提升３３．７％；３月手機攝像模組出貨量約４１８９．５萬件，同比提升１５．１％。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2024-03-29T12:24 財經茄呢啡 手機業務（手機鏡頭 + 手機攝像模組）作為舜宇光學科技最核心的業務，公司的業績和股價表現都嚴重依賴於手機的周期性表現，２０２３ 年該業務收入的下挫，給公司業績帶來了巨大壓力。不過，客觀來講，舜宇光學科技 ２０２３ 年這份成績單也不是毫無吸引人的地方。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2024-03-22T12:24 財經茄呢啡 ３月２１日，舜宇光學科技（集團）有限公司（下稱舜宇光學）在港報收４６．８５港元，較前日回落１３．１６％。前日晚間，其公布財報顯示公司業績仍處下降軌道，２０２３年，舜宇光學營業收入約為３１６．８億元，同比下降４．５７％，２０２２年則同比下降１１．４７％，歸母淨盈利也連續兩年同比下降，２０２２年、２０２３年分別下降５１．７３％、５４．３４％。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2024-02-09T12:19 財經茄呢啡 舜宇光學科技２月６日在港交所公告，１月手機鏡頭出貨量１．０３億件，同比上揚５４．８％。重要是因為去年同期因整體智能手機市場需求疲軟而使得基數處於低位。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2024-02-02T12:37 財經茄呢啡 雖然手機業務前景依然不明朗，但舜宇光學的車載業務或將有望成為意外的提升點。２０２３年，舜宇光學車載鏡頭出貨量９０８１．２萬件，按年增１５．１％，在主營產品中增速靠前。產品組合改善成為舜宇光學改善毛利率的重要途徑。截至２０２３年上半年，光學零件事業、光電產品事業及光學儀器事業的毛利率分別約２６．０％、６．９％及４２．７％。公司估計，今年汽車鏡頭市場銷售量將提升１０％，毛利率穩定在４０％左右。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2024-01-12T12:33 財經茄呢啡 財聯社１月９日電，舜宇光學科技公布２０２３年１２月各重要產品出貨量，光學零件方面，玻璃球面鏡片出貨量為２６０萬件，環比提升３５．１％，同比提升１１．３％；手機鏡頭出貨量為１．０７億件，環比下滑９．２％，同比提升４７．７％；車載鏡頭出貨量為４７１．２萬件，環比下滑３０．５％，同比下滑４．１％。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-12-29T12:32 財經茄呢啡 盤點寧波的國家級單項冠軍企業，民營企業占比近８０％。例如，海天集團的注塑機產量全球第一，年銷售量占全球三分之一；舜宇光學，供給了全球三分之一安卓手機的光學鏡頭；德鷹精密機械，全世界９０％以上的縫紉機整機廠使用其旋梭；申洲國際，被譽為「紡織業的台積電」。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-12-29T12:32 財經茄呢啡 智通財經ＡＰＰ獲悉，手機產業鏈普漲，截至發稿，丘鈦科技漲４．８４％，報４．３３港元；舜宇光學漲３．８３％，報７１．９港元；瑞聲科技漲２．０５％，報２２．４港元；高偉電子漲１．１６％，報２１．７５港元。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-12-29T12:32 財經茄呢啡 當前全球車載鏡頭競爭格局呈現一超多強態勢，同一時間新玩家也在不斷入場。其中，舜宇光學車載鏡頭出貨量已連續多年居世界第一，２０２０ 年市占率為 ３２％。二線廠商重要為日韓企業，份額分別在 ５％ 左右。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-12-22T12:24 財經茄呢啡 智通財經ＡＰＰ獲悉，手機產業鏈跌幅居前，截至發稿，高偉電子跌５．０６％，報２０．６５港元；丘鈦科技跌３．７５％，報４．１１港元；舜宇光學跌３．１５％，報６９．１５港元；比亞迪電子跌０．９１％，報３２．５５港元。
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