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Sunny Optical Technology (Group) Company Limited 2021-07-16T15:14 財經茄呢啡 由於手機鏡頭付運較預料弱，令手機概念股龍頭舜宇光學急回，但通達集團主打業務不止手機外殼，更有汽車內飾零件業務，於兩重概念刺激下，短線有望由谷底反彈，昨天率先抽升７．６％，於低位十字星後開出第一棍陽燭，有望開展反彈浪，向合理身價進發。
Sunny Optical Technology (Group) Company Limited 2021-07-16T15:14 財經茄呢啡 銷量回軟的舜宇光學則錄得２連跌，逆市回落０．８％或１．８港元，收報２２３港元。舜宇光學科技日前發布，６月手機鏡頭出貨量８,５８１．６萬件，年減２７．１％、月減１３．７％，出貨量持續回落，重要受海外新冠肺炎疫情及中國國內智能手機市場需求趨緩所影響。
Sunny Optical Technology (Group) Company Limited 2021-07-16T15:14 財經茄呢啡 全球領先的手機鏡頭制造商 舜宇光學 再度挑戰今年２月的高位並創出歷史新高。股價年初至今升近４０％，舜宇光學作為恆生指數及恆生科技指數的成份股，表現均遠勝上述的兩個指數。
Sunny Optical Technology (Group) Company Limited 2021-07-16T15:14 財經茄呢啡 分拆業務回Ａ上市的憧憬就在於此。據悉，公司客戶重要包括華為、小米，並與與歐菲光、舜宇光學科技並列為安卓手機攝像頭三大核心生產商，丘鈦當前正拓展高端市場，分拆正好滿足研發資產所需。
Sunny Optical Technology (Group) Company Limited 2021-07-09T14:34 財經茄呢啡 除了科網股，北水另一重點沽貨的板塊是手機設備股，小米周二淨流出２．１１億元，舜宇光學科技淨流出３．６２億元、晶片股中芯國際流出３．０９億元。
Sunny Optical Technology (Group) Company Limited 2021-07-09T14:34 財經茄呢啡 恆生科技指數跌０．６％，成份股１４漲１６跌，大型科技股全線下降。嗶哩嗶哩(ＨＫ９６２６)跌５％，是跌幅最大成份股。海爾智家(ＨＫ６６９０)、舜宇光學(ＨＫ２３８２)和明源雲(ＨＫ０９０９)漲超４％、３％和２％，是漲幅最大成份股。
Sunny Optical Technology (Group) Company Limited 2021-07-09T14:34 財經茄呢啡 睇好大立光轉進車用鏡頭，不過短線營運恐有逆風，預計今年下半年將有來自舜宇光學等產業價位競爭壓力，預估類似題材要等待２０２２年獲利重啟成長，決定將評等調低至「優於大盤表現」，目標價下修至３４００元。
Sunny Optical Technology (Group) Company Limited 2021-07-02T14:53 財經茄呢啡 ６月份最後一日，重磅匯控跌０．８８％，收報４４．８５元；港交所跌１．２４％，收報４６２．８元；美團先升後跌，收降１．０５％，報３２０．４元；股王騰訊有份拖低大市，跌１．１％，收報５８４元。友邦斥資１２０億元人民幣收購中郵保險近２５％股份，股價逆市揚０．８４％，收報９６．５元；手機孖寶之一舜宇光學高見２４７．６元創新高，終收升０．９１％，報２４５．４元。
Sunny Optical Technology (Group) Company Limited 2021-07-02T14:53 財經茄呢啡 里昂公布研究報告，估計舜宇光學上半年淨利將同比升５６％，重要受惠手機鏡頭模組盈利表現，加上車用鏡頭及ＶＲ產品出貨量也表現強勁，認為ＶＲ業務的強勢被大部分投資者忽略，將公司目標價由２６０港元升１１．９％至２９１港元，重申「買進」評級，並為行業首選股。
Sunny Optical Technology (Group) Company Limited 2021-07-02T14:53 財經茄呢啡 里昂發表研究報告指，上半年舜宇光學受惠於手機模組行潤提升，以及車用鏡頭及ＶＲ產品出貨量強勁，料期內淨盈利達２７億元人幣，按年大增５６％。該行將舜宇目標價由２６０元調高至２９１元，重申「買進」評級，並將公司列為首選。
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