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 2021-10-01T14:50 財經茄呢啡 鑒於現在台廠大立光和中廠舜宇光學已接管三星電子智慧手機鏡頭逾半訂單，讓韓國業界開始呼吁三星，應保護本地鏡頭供給鏈，以避免重演早前中企完全接管韓國的液晶面板的慘劇。 Sunny Optical Technology (Group) Company Limited 2021-09-24T15:15 財經茄呢啡 舜宇光學科技集團有限公司(「舜宇光學」，股票代碼 ２３８２．ＨＫ)和ＶＡＬＥＮＳ ＳＥＭＩＣＯＮＤＵＣＴＯＲ(「ＶＡＬＥＮＳ」)今日宣布，雙方已合作將兼容ＭＩＰＩ Ａ-ＰＨＹ的芯片組集成至下一代相機模組。 Sunny Optical Technology (Group) Company Limited 2021-09-24T15:15 財經茄呢啡 舜宇光學在車載鏡頭行業已經成為領先。隨著汽車電子信息化建設、造車技術的不斷創新，舜宇光學的整體業務都取得了增長。加上舜宇光學在掃地機器人等終端市場已經取得突破，未來在手機鏡頭市場的份額還會大幅增長，由此可見舜宇光學的發展前景十分廣闊。 Sunny Optical Technology (Group) Company Limited 2021-09-24T15:15 財經茄呢啡 香港和以色列霍德夏沙隆２０２１年９月２２日 /美通社/ 舜宇光學科技集團有限公司（「舜宇光學」，股票代碼 ２３８２．ＨＫ）和ＶＡＬＥＮＳ ＳＥＭＩＣＯＮＤＵＣＴＯＲ（「ＶＡＬＥＮＳ」）今日宣布，雙方已合作將兼容ＭＩＰＩ Ａ-ＰＨＹ的芯片組集成至下一代相機模組。 Sunny Optical Technology (Group) Company Limited 2021-09-17T14:44 財經茄呢啡 ９月９日，舜宇光學科技公布公告稱，８月手機鏡頭模組出貨量為１．２５４億件，同比消減２２．８％，環比提升１９．７％；８月手機攝像模組出貨量為５４６萬件，同比消減８％，環比提升０．０２％。 Sunny Optical Technology (Group) Company Limited 2021-09-17T14:44 財經茄呢啡 ２０２０年，歐菲光在總收入、出貨量、市場份額等方面高於舜宇光學的情況下，毛利率、淨盈利卻遠不如舜宇光學，說明舜宇光學的盈利能力要好於歐菲光。但歐菲光近年來產能擴張明顯，且專利擁有量更多，在盈利方面未來有望超過舜宇光學。 Sunny Optical Technology (Group) Company Limited 2021-09-17T14:44 財經茄呢啡 蘋果持續引領智能手機等設備創新，新機推動下三季度產業鏈公司業績成長具有較高確定性。我們建議關注行業平台型公司及細分創新點龍頭公司，包括立訊精密、歌爾股權、舜宇光學科技、聞泰科技、瑞聲科技、信維通信、東山精密、領益智造、鵬鼎控股、比亞迪電子、藍思科技、水晶光電等。 Sunny Optical Technology (Group) Company Limited 2021-09-10T14:31 財經茄呢啡 智通財經獲悉，瑞信公布研究報告稱，保持舜宇光學科技「跑贏大市」評級，目標價２６７港元，公司８月手機攝像模組、手機鏡頭及車載鏡頭出貨量分別同比跌９％、跌２３％及增１％;首８個月出貨量分別同比增２３％、持平及增５６％。公司全年指引為增２０至２５％、增５至１０％，以及增３０至３５％，而該行的預期為增２３％、增８％，以及增３５％。 Sunny Optical Technology (Group) Company Limited 2021-09-03T14:34 財經茄呢啡 舜宇光學科技是全球領先的綜合光學零件及產品制造商，是該賽道的頭部公司。業務包括產品包括光學零件、光電產品和光學儀器三大類，其中手機鏡頭、模組市占率全球第二，車載鏡頭全球第一。 Sunny Optical Technology (Group) Company Limited 2021-08-27T15:50 財經茄呢啡 舜宇光學基本完成了從配角到主角的轉變，依據ＴＳＲ的２０２０年智能手機光學鏡頭市占率數據顯示，舜宇光學擁有２６％的市場份額，僅次於排名第一的大立光（２８％）。在高端手機市場，連續取得華為與三星認可的舜宇光學，毫不意外地進入了蘋果供給鏈，不過，對於蘋果來說，除了舜宇光學現階段的技術實力外，似乎更看重舜宇光學的發展潛力，是蘋果找尋已久的用以抗衡大立光的最好對象。  < Previous page    Next page >

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