Topics Comments
 < Previous page    Next page > 
Cheung Kong VODone Limited Shenzhen International Holdings Limited Jiangxi Copper Company Limited REXLot Holdings Limited China Overseas Land & Investment Limited Chong Hing Bank Limited Agricultural Bank of China Limited Chow Tai Fook Jewellery Group Limited Capital VC Limited iShares A50 Standard Chartered Bank of Communications Bank of China China LotSynergy Holdings Limited agribank Agri Airlines Appl AUD Auto A Shares Brokers CAD fertilizer producers China Lottery Supermarket China Banks Communication Consumer China Econ Electricity China Finance China IT Petro Real Est China Resource Steel coal Commodity Beauty Drugs Enviro EURO Lang Simon Ting WongSir Andy Xie Expo Gambling Garment gas GBD Gold Gold Jew Gold mine Harbour Highways HK Apparel REITs Rentals HK Banks ETF HK Housing Market Real Est HK HK Stock iBond Infra Insure IPO jewel Mach Build Mat New Energy NZD Oil Paper Rare Earths Real Estate Market Food RMB Rising RMB RMB Bonds Shipbuilding Shipping Sports Stock Trend Taiwan Dollar (TWD) Textile Top 500 USD US Econ Util Water Yang Liu's 10 Stocks YEN Diary media Central Bank Monetary Policy Education Construction Emerging markets Nuclear power BillGross Cement HK retail logistics Swiss franc Social Security Fund Law Ka-Chung capital flow Financial and political policy Railway film Korean Won Roubini Faber Mobius
Topics Last reply time Nickname Content
Sunny Optical Technology (Group) Company Limited 2021-10-15T15:17 財經茄呢啡 港股恆指周二(１０月１２日)低開３２９點，跌幅曾收窄至１３６點，終場跌幅３６２點或１．４％，收報２４９６２點。成交量按日減１６％至１３７０億元，９月份日均成交量１５２４億元。港股通南向資產淨買進約２１億元，包括淨買進約９億元騰訊(ＨＫ０７００)、５億元舜宇光學(ＨＫ２３８２)與４億元美團(ＨＫ３６９０)股權。
Sunny Optical Technology (Group) Company Limited 2021-10-15T15:17 財經茄呢啡 綜合分析意見，舜宇光學最受注目的車載鏡頭９月出貨量亦難抵壓力，按月回軟，令投資者重點關注其全年９月出貨量能否達標。供給鏈問題如內地限電、東南亞缺工等因素短期料繼續困擾股價。不過舜宇光學長線仍可睇好，有投行最「牛」睇２９１元。
Sunny Optical Technology (Group) Company Limited 2021-10-15T15:17 財經茄呢啡 舜宇光學周一收市後發布，９月手機鏡頭和車用鏡頭出貨量，均年按消減２１％，昨天股價跌４．１７％。瑞信發表報告相信，ＡＮＤＲＯＩＤ手機面對ＩＰＨＯＮＥ競爭，出現季節性較弱的補貨表現，預測１０月數據的趨勢差不多相同，反映需求回軟。舜宇目標價被削６．３７％至２５０元，評級保持「跑贏大市」。另外，中國平安在上星期三（６日）被摩根大通賣出，套現７．９２億元，昨天股價跌５．１８％至５６．７５元，為表現最差藍籌。
Sunny Optical Technology (Group) Company Limited 2021-10-15T15:17 財經茄呢啡 過去１０年大立光在汽車市場的長期「缺席」，卻已然養虎為患：它在對岸的最大競爭對手舜宇光學，現在穩坐全球第一大車用鏡頭廠。
Sunny Optical Technology (Group) Company Limited 2021-10-15T15:17 財經茄呢啡 藍籌「手機孖寶」之一的舜宇光學科技周二跌逾４％，盤中低見１８４．２元水平，為超過三個月以來低位。有報道指集團９月份手機鏡頭出貨量同比大挫近兩成，輪證資產趁低增持，或可留意牛證「５５８４５」，收回價１７５元，實際槓桿８．０５倍，換股比率５００︰１。
Sunny Optical Technology (Group) Company Limited 2021-10-08T14:23 財經茄呢啡 韓國鏡頭生產商掙扎求生重要原因在於，不敵舜宇光學和大立光的競爭。去年，這兩家中國公司共為三星智能手機供應了一半以上鏡頭。其中，大立光擁有強大的專利組合，而舜宇光學後來居上，在技術方面也優於韓國公司。
Sunny Optical Technology (Group) Company Limited 2021-10-01T14:50 財經茄呢啡 原因何在？大立光和舜宇光學稱霸市場，去年三星電子的智慧機鏡頭一半以上出自這兩家廠商。大立光和舜宇光學的產能，超過南韓業者加總。而且大立光擁有強悍的專利組合、舜宇光學雖然較晚進入市場，據了解鏡頭技術已經超越韓廠。
Sunny Optical Technology (Group) Company Limited 2021-10-01T14:50 財經茄呢啡 「大立光除了日前身陷技術外洩的問題外，中國鏡頭廠舜宇光學技術已經漸漸趕上，」他說，面對主力市場飽和，後進競爭者漸多情況下，領先優勢一點一滴喪失。
Sunny Optical Technology (Group) Company Limited 2021-10-01T14:50 財經茄呢啡 投行花旗引述手機設備生產商舜宇光學管理層指，限電令對位處廣東省的中山工廠帶來負面影響，正密切關注事態發展，但至今未影響該企於浙江及河南省的核心工廠。
Sunny Optical Technology (Group) Company Limited 2021-10-01T14:50 財經茄呢啡 韓國鏡頭廠的衰落，是由於大立光和舜宇光學稱霸市場，大立光擁有強勢的專利組合，舜宇光學雖較晚進入市場，但普遍相信其鏡頭技術已超越韓廠。三星去年有逾半數的智慧型手機鏡頭訂單由上述兩家公司拿下，且這兩家公司的產能甚至高於所有韓國公司的產能總和。
 < Previous page    Next page > 

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2025 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.