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Sunny Optical Technology (Group) Company Limited 2021-12-31T15:09 財經茄呢啡 舜宇光學入股重慶螞蟻消費金融成為第３大股東，麥格理形容今次投資屬於中性，保持舜宇「中性」評級，目標價１８９．４元。
Sunny Optical Technology (Group) Company Limited 2021-12-31T15:09 財經茄呢啡 智通財經ＡＰＰ獲悉，華泰證券公布研究報告稱，重申舜宇光學「買進」評級，保持２０２１-２３年ＥＰＳ預期５．２８/６．６８/８．４２元，以及基於ＳＯＴＰ得出的目標價２５５港元，包括攝像頭模組業務每股估值５０港元，手機鏡頭業務每股估值７０港元，汽車鏡頭業務每股估值８４港元，及其他業務每股估值５１港元。
Sunny Optical Technology (Group) Company Limited 2021-12-24T14:45 財經茄呢啡 就手機攝像頭產業鏈而言，上游零部件制造，中游模組封裝，下游整機廠。手機攝像頭行業上游最核心的零部件包括ＣＭＯＳ傳感器、鏡頭等，由模組廠采購組裝，出貨給下游整機應用廠商。鏡頭環節，大立光、舜宇光學科技為業內領先的生產商，瑞聲科技的ＷＬＧ鏡頭產能也在不斷爬坡；模組環節，歐菲光（蘋果客戶部分業務已賣出給聞泰科技）、舜宇光學科技、丘鈦科技出貨量市占率位列前三。
Sunny Optical Technology (Group) Company Limited 2021-12-24T14:45 財經茄呢啡 舜宇光學科技（集團）有限公司２０２０年的研發開支較２０１９年增長約２．９億元，達２５億元，占集團收入約６．６％。２０２０年，舜宇成功研發了連續變焦手機鏡頭、８Ｐ高像素手機鏡頭、自由曲面手機鏡頭和毫米級超微距手機鏡頭等多款高規格產品。
Sunny Optical Technology (Group) Company Limited 2021-12-17T15:24 財經茄呢啡 大陸鏡頭大廠、蘋果供給鏈業者舜宇光學日前發布２０２１年１１月業績，手機鏡頭出貨量為１．２３億件，年減４．０％；車載鏡頭出貨量為５０２．５萬件，年減更達２４．９％。舜宇光學指出，當月出貨衰減重要是因為汽車供給鏈的關鍵零部件缺貨及２０２０年同期基期較高影響。港股上市的舜宇光學１２月１０日股價下降０．４１％，收報２４５．２港元。２０２１年以來，舜宇累計上揚３８．５％。
Sunny Optical Technology (Group) Company Limited 2021-12-17T15:24 財經茄呢啡 光學大廠大立光再次祭出專利戰，這次對象為中國聯想集團。由於聯想手機鏡頭生產商重要是中國光學大廠舜宇光學，近年來舜宇光學市占率不斷擴大並吃下蘋果訂單，為台廠勁敵，大立光告的雖是聯想集團，真正侵權者卻是舜宇光學，外界也將此役視為大立光防堵紅色供應鏈首戰。
Sunny Optical Technology (Group) Company Limited 2021-12-17T15:24 財經茄呢啡 舜宇光學分析：舜宇光學是光學產業的龍頭企業，在手機及汽車光學制造行業地位穩固，同一時間亦是全球前列的ＶＲ(虛擬實境)/ＡＲ(擴增實境)設備供應商，絕對能受惠近期興起的元宙宇。
Sunny Optical Technology (Group) Company Limited 2021-12-17T15:24 財經茄呢啡 藍籌手機設備股舜宇光學發布，１１月手機鏡頭出貨量為１．２３億件，按月增加７．４％，不過按年下降４％；手機攝像模組出貨量表現同樣向下，上月出貨４５２５萬件，按月及按年分別消退１１．２％和３．５％。
Sunny Optical Technology (Group) Company Limited 2021-12-17T15:24 財經茄呢啡 智通財經ＡＰＰ獲悉，大摩公布研究報告稱，予舜宇光學科技「與大市同步」評級，仍然睇好其車載、監控和ＡＲ/ＶＲ鏡頭方面的長期增加潛力，進入ＩＰＨＯＮＥ供給鏈的潛力也將為其手機鏡頭業務帶來新的利潤增加動力，目標價由２３０港元升至２５５港元。
Sunny Optical Technology (Group) Company Limited 2021-11-12T15:30 財經茄呢啡 光大證券公布研究報告稱，保持舜宇光學科技「買進」評級，並保持２１-２３年淨盈利預計為６２．１７/７７．６/９６．０２億元人幣，分別同比上揚２７．６％/２４．８％/２３．７％。
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