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Sunny Optical Technology (Group) Company Limited 2021-01-01T15:52 財經茄呢啡 舜宇光學是一家全球領先的手機鏡頭和手機攝像頭模組生產商，與主流的手機企業都有合作，有安卓手機鏡頭霸主之稱。今年上半年舜宇光學的手機鏡頭出貨量較去年同期上揚約１６．５％。，手機攝像模組出貨量較去 年同期上揚約２４．９％。
Sunny Optical Technology (Group) Company Limited 2020-12-25T14:51 財經茄呢啡 由於客戶結構變化和疫情影響，２０２０年為過渡年，我們預料智能手機攝像頭升級將在２０２１年恢覆，大傳感器將有幫推動產品結構升級。相信，舜宇光學將成為２０２１年小米在中國及其他非印度海外市場潛在份額增加的重要受益者，小米專注於攝像頭的發展將有利舜宇光學的產品結構。
Sunny Optical Technology (Group) Company Limited 2020-12-18T15:15 財經茄呢啡 手機設備股瑞聲科技和舜宇光學科技跑贏大市，分別升約４％和１．５％。相信板塊明年具復蘇和５Ｇ手機升級概念，但以舜宇為例，上揚時成交不算多，料１６０港元關口阻力不小。
Sunny Optical Technology (Group) Company Limited 2020-12-18T15:15 財經茄呢啡 舜宇光學因智能手機供給鏈中關鍵零部件缺貨，影響手機鏡頭出貨量及手機攝像模組出貨量。股價上星期四裂口低開，跌至約５０天線水平出現反彈，周三重上１０天線水平之上。睇好可留意舜光購「１７７７９」，行使價１６８．８８元，實際槓桿４．７倍，２０２１年５月４日到期。
Sunny Optical Technology (Group) Company Limited 2020-12-18T15:15 財經茄呢啡 市傳蘋果公司計劃於明年上半年增長ＩＰＨＯＮＥ產量，較今年同期增長約三成，刺激一眾手機設備股造好，其中，鴻騰急飆達１０．２５％，比亞迪電子大漲６．７４％；丘鈦科技擬分拆旗下攝像頭模組於內地上市，獲炒高６．１８％；通達勁彈６％；「手機孖寶」相對遜色，瑞聲科技及舜宇光學分別升僅３．０２％及１．５６％。
Sunny Optical Technology (Group) Company Limited 2020-12-18T15:15 財經茄呢啡 蘋果公司計劃明年上半年將ＩＰＨＯＮＥ產量大增３成，手機設備股有買盤。瑞聲科技升３％；舜宇光學升１．５％；比亞迪電子升６．７％；丘鈦科技擬分拆昆山丘鈦微電子科技獨立上市，股價曾飆１３％，收市升幅收窄至６．２％。
Sunny Optical Technology (Group) Company Limited 2020-12-18T15:15 財經茄呢啡 今年在香港上市的光學變焦鏡頭股，表現最好的是高偉電子，今年不算配發的０．９７３港元特別股息，高偉今年大漲１６４％，舜宇光學今年也上揚１５．４７％，只有丘鈦科技小跌８．０６％，而台灣的玉晶光跌２％，亞洲光學跌３２．５％，大立光是全台股價最高的股王，股價在兩岸三地市場跌最慘。
Sunny Optical Technology (Group) Company Limited 2020-12-11T14:50 財經茄呢啡 舜宇光學是一家全球領先的手機鏡頭和手機攝像頭模組生產商，與主流的手機企業都有合作，有安卓手機鏡頭霸主之稱。今年上半年舜宇光學的手機鏡頭出貨量較去年同期上漲約１６．５％。，手機攝像模組出貨量較去 年同期上漲約２４．９％。
Sunny Optical Technology (Group) Company Limited 2020-12-11T14:50 財經茄呢啡 由於客戶結構變化和疫情影響，２０２０年為過渡年，我們估計智能手機攝像頭升級將在２０２１年恢覆，大傳感器將有幫帶動產品結構升級。認為，舜宇光學將成為２０２１年小米在中國及其他非印度海外市場潛在份額增加的重要受益者，小米專注於攝像頭的發展將有利舜宇光學的產品結構。
Sunny Optical Technology (Group) Company Limited 2020-12-04T14:53 財經茄呢啡 港交所最新資料顯示，２０２０年１１月２６日，ＪＰＭＯＲＧＡＮ ＣＨＡＳＥ ＣＯ．賣出舜宇光學科技（ＨＫ ２３８２，最新價：１５２港元）股權約２０１．７５萬股，平均價為每股約１５３．８０港元，共計賣出約３．１０億港元。在此次賣出後，ＪＰＭＯＲＧＡＮ ＣＨＡＳＥ ＣＯ．持有舜宇光學科技的股權占比從６％消減為５．８２％。
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