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Sunny Optical Technology (Group) Company Limited 2021-11-12T15:30 財經茄呢啡 舜宇光學公布了2021年10月各重要產品出貨量數據。依據數據顯示,10月舜宇光學手機鏡頭出貨約1.15億件,同比下跌27.8%,車載鏡頭單月出貨量約為519.8萬件,同比下跌22.6%。
Sunny Optical Technology (Group) Company Limited 2021-11-12T15:30 財經茄呢啡 舜宇光學漲2.8%,報207.2元。另一手機孖寶瑞聲 升1%,高見32.35元。舜宇10月手機鏡頭出貨量約1.15億件,按年跌27.8%,而按月則跌13.2%。
Sunny Optical Technology (Group) Company Limited 2021-11-12T15:30 財經茄呢啡 舜宇光學科技是光學賽道領跑者,車載業務成為重要增加驅動力,開啟新引擎。安捷證券針對舜宇光學科技發表研究報告,首次覆蓋給予「買進」評級,目標價260.0港元。
Sunny Optical Technology (Group) Company Limited 2021-11-12T15:30 財經茄呢啡 舜宇光學首十個月手機鏡頭及手機攝像模組出貨量,分別消退5.9%及提升15.2%,均差過公司給予的全年出貨量增速指引。
Sunny Optical Technology (Group) Company Limited 2021-11-05T15:12 財經茄呢啡 2021年10月25日,JPMORGAN CHASE CO.賣入舜宇光學科技(HK 2382,最新價:210.2港元)股權約613.32萬股,平均價為每股約209.95港元,共計賣入約12.88億港元。在此次賣入後,JPMORGAN CHASE CO.持有舜宇光學科技的股權占比從4.99%增長為5.55%。
Sunny Optical Technology (Group) Company Limited 2021-11-05T15:12 財經茄呢啡 2007)跌1.3%。手機設備股上揚,舜宇光學升3.3%,瑞聲升1.3%。接近中午港股一度下挫,跌15點。海底撈跌4%,為跌幅第2大藍籌股。藥明生物跌7%,為跌幅最大藍籌股,令指數跌55點。A股上午收市升22點。恆生指數上午收市升67點,國企指數升48點,科技指數升63點,成交654億元。
Sunny Optical Technology (Group) Company Limited 2021-11-05T15:12 財經茄呢啡 德儀的晶片(即OLED PMIC)、博通的TOUCH IC,以及越南的相機模組等蘋果手機主要零件持續短缺,將增長蘋果延後出貨的風險,但市場對此一預知風險反應將鈍化,蘋果新機銷售下修空間有限,首季反而可繳出更好成績單,建議逢低賣入台積電、玉晶光及陸股舜宇光學、聖邦微電子。
Sunny Optical Technology (Group) Company Limited 2021-10-29T15:16 財經茄呢啡 恆生科技股指數上揚0.44%,為大盤帶來支持。成分股漲跌互見,騰訊漲0.53%,中芯國際漲0.9%,快手漲0.38%,平安好醫生跌逾4%,舜宇光學和美團漲逾1%,汽車之家重挫近7%,阿里巴巴漲1.52%。
Sunny Optical Technology (Group) Company Limited 2021-10-29T15:16 財經茄呢啡 最新加入不少陸企是大型上市公司,除港股上市的大陸鏡頭大廠舜宇光學外,還遍及陸股電子族群,即將叩關深交所創業板的蘇州萬祥科技也在其中。蘋果指出,許多加入清潔能源項目的大陸生產商,都最大限度透過解決方案,履行完全使用可再生能源的承諾,近年參與計劃的陸企一直穩定成長,也遍布大陸山東、浙江、福建、廣東各地。
Sunny Optical Technology (Group) Company Limited 2021-10-22T14:37 財經茄呢啡 格隆匯10月11日亅舜宇光學科技公布2021年9月各重要產品出貨量,2021年9月,於光學零件分部,玻璃球面鏡片出貨量同比提升17.4%至401.8萬件,環比提升18.3%;手機鏡頭出貨量同比回軟20.8%至1.33億件,環比提升5.8%;車載鏡頭出貨量同比消減21.4%至500.6萬件,環比消減8.3%;其他鏡頭出貨量同比提升77%至1120.1萬件,環比提升2.6%。
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