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Sunny Optical Technology (Group) Company Limited 2021-08-27T15:50 財經茄呢啡 成立於上世紀８０年代的舜宇光學曾是家光學儀器廠，２００４年氣舜宇光學開啟「名配角」戰略，為索尼、諾基亞等國際知名企業做攝像模組配套。２００８年之後，在內地智能手機市場興起驅動下，舜宇光學透過並購手機鏡頭生產基地及自研技術，順利成為供貨華為、三星的主流的手機攝像頭生產商。
Sunny Optical Technology (Group) Company Limited 2021-08-27T15:50 財經茄呢啡 野村證券在２０１８年公布報告稱，華為作為舜宇光學最大客戶，占其營收接近３０％。業內普遍推斷，舜宇光學高端機型產品銷量不佳是受華為智能手機銷量大減的影響。二者合作已久，作為華為長期合作的伙伴，舜宇光學子公司舜宇光電曾被華為授予「２０１８年度質量專項獎」。
Sunny Optical Technology (Group) Company Limited 2021-08-27T15:50 財經茄呢啡 另一只手機設備股舜宇光學曾跌逾４％，低位暫守２１５元水平。向下或參考２００元關口作支撐，向上有待重上２３０元水平。睇好可留意舜光購２４３２１，行使價２６９．０８元，２１年１２月到期。或舜光牛５２６６９，收回價２００．００元，行使價１９６．００元，２２年１月到期。相反看跌可留意舜光熊５６９３８，收回價２３５．００元，行使價２３９．００元，２２年２月到期。
Sunny Optical Technology (Group) Company Limited 2021-08-27T15:50 財經茄呢啡 科技股領跌，瑞聲科技績後被減持，收市急瀉１０％，是表現最差藍籌；舜宇光學亦跌３．１％。ＡＴＭＸ四大科網藍籌全線回吐，小米集團業績理想，惟股價高開低走，收市倒跌３．５％。阿里巴巴跌１．１％；騰訊跌０．６％；美團跌０．１％。
Sunny Optical Technology (Group) Company Limited 2021-08-20T15:02 財經茄呢啡 東吳證券公布研究報告稱，保持舜宇光學「買進」評級，綜合考慮手機需求不振與公司自身毛息口改善因素進行測算，保持２０２１年歸母淨利預期５８．９億元，調高２０２２-２３年歸母淨利為７２．６億元（+２．３億元）、８４．６億元（+１．２億元），同比增２０．８％/２３．４％/１６．５％，對應現價ＰＥ為３４/２７/２３倍，目標價３０８．９港元，對應２０２２年３９倍ＰＥ。
Sunny Optical Technology (Group) Company Limited 2021-08-20T15:02 財經茄呢啡 舜宇光學中期純利按年升近５４％至２６．８８億元人民幣，但調降今年手機鏡頭出貨量指引至約５至１０％提升。舜宇周二走勢反覆，高低位相差３０元，全日微升０．６％於２１７．８元。周三早段好淡角力，於２２０元關升跌。周二有約３億元北水淨買進舜宇，是淨買進最多港股。輪證資產流方面，逾２５０萬元淨流出其好倉，淡倉則有逾３０萬元淨流入。
Sunny Optical Technology (Group) Company Limited 2021-08-20T15:02 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，連續得到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。
Sunny Optical Technology (Group) Company Limited 2021-08-20T15:02 財經茄呢啡 智通財經ＡＰＰ獲悉，高盛公布研究報告稱，保持舜宇光學「沽售」評級，目標價由９２港元升１４％至１０５港元，上調２０２１-２５年每股利潤預期。
Sunny Optical Technology (Group) Company Limited 2021-08-20T15:02 財經茄呢啡 值得注意的是，依據舜宇光學科技公布的各月出貨量報告，自２０２１年１月至２０２１年５月，舜宇光學科技的手機鏡頭出貨量增速就在逐漸放緩，手機鏡頭出貨量同比增速在５個月的時間里由３６．１％降至２．０％，環比也有所下滑；２０２１年６月，舜宇光學科技的手機鏡頭出貨量開始負提升；２０２１年７月，舜宇光學科技的手機鏡頭出貨量同比降２２．９％，環比增２２．１％。
Sunny Optical Technology (Group) Company Limited 2021-08-13T14:55 財經茄呢啡 舜宇光學發布２０２１年７月各重要產品出貨量，其中手機鏡頭出貨量同比下挫２２．９％，重要是因為整體智能手機市場需求較去年同期有所放緩；環比上揚２２．１％，重要是因為受海外疫情影響消退。消息發布後，舜宇光學股價收報２２０元，跌５．５８％，是表現最差的籃籌。
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