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Sunny Optical Technology (Group) Company Limited 2020-10-16T15:38 財經茄呢啡 港交所最新資料顯示，２０２０年１０月８日，ＪＰＭＯＲＧＡＮ ＣＨＡＳＥ ＣＯ．賣出舜宇光學科技（ＨＫ ２３８２，最新價：１２８．９港元）股權約６９．７４萬股，平均價為每股約１２８．７７港元，共計賣出約８９８０．３８萬港元。在此次賣出後，ＪＰＭＯＲＧＡＮ ＣＨＡＳＥ ＣＯ．持有舜宇光學科技的股權占比從６．０２％消減為５．９６％。
Sunny Optical Technology (Group) Company Limited 2020-10-16T15:38 財經茄呢啡 以ＣＣＭ龍頭廠商舜宇光學為例，盡管在２０１７-２０１９年間全球手機出貨量逐步下降，但是舜宇的業績依然向好，其原因在於，在智能手機進化的過程中，消費者對３Ｃ設備攝像頭的拍攝質量要求越來越高，同一時間卻要求３Ｃ設備更加輕薄化和便攜化，這有幫帶動了３Ｃ產品從單攝像頭到多攝像頭的應用，亦進一步增長了行業集中度。
Sunny Optical Technology (Group) Company Limited 2020-10-16T15:38 財經茄呢啡 蘋果公司正式公布５Ｇ版ＩＰＨＯＮＥ，手機設備股普遍回吐。高偉電子及丘鈦科技挫５．５％及４．５％；比亞迪電子跌３．１％；瑞聲科技跌１．１％；舜宇光學升１．８％。
Sunny Optical Technology (Group) Company Limited 2020-10-09T15:02 財經茄呢啡 蘋果將於１０月１４日舉行公布會，正式公布ＩＰＨＯＮＥ １２，這也是蘋果手機首次支撐５Ｇ，１２８ＧＢ的定價約為５５９９元。蘋果概念股多數上升，其中舜宇光學漲５．１％，報１２５．６元，而瑞聲科技、丘鈦科技分別漲３．３３％及１．２３％。Ａ股這邊，類似產業鏈的個股也值得關注。
Sunny Optical Technology (Group) Company Limited 2020-10-09T15:02 財經茄呢啡 藍籌股 １９ 升 ２８ 跌 ３ 持平。手機零件股舜宇光學 及瑞聲科技 漲逾 ２％，是升幅最大藍籌。其次是創科實業 升接近 ２％。小米 及九龍倉置業 是表現最差成份股，後者跌逾 ３％。濠賭股金沙中國 及銀河娛樂 ，分別跌 ３％ 和 ２％。
Sunny Optical Technology (Group) Company Limited 2020-10-09T15:02 財經茄呢啡 近日炒上的手機設備股普遍回吐，舜宇光學半日跌１．９％；瑞聲科技跌１．６％；丘鈦科技跌０．６％。高偉電子再破頂，半日升５．３％。
Sunny Optical Technology (Group) Company Limited 2020-10-09T15:02 財經茄呢啡 高盛(亞洲)有限責任公司：手機設備股近日受蘋果公司(ＡＰＰＬＥ ＩＮＣ．)下星期舉行公布新ＩＰＨＯＮＥ公布會的消息推動做好，當中瑞聲科技及舜宇光學科技自周二(６日)起連升３日，分別累計升逾１０及１２％，周五(９日)早段則見回吐。
Sunny Optical Technology (Group) Company Limited 2020-10-09T15:02 財經茄呢啡 手機設備股近日受蘋果公司下星期舉行公布新ＩＰＨＯＮＥ公布會的消息推動造好，當中瑞聲科技及舜宇光學自今個星期二(１０月６日)起連升三日，分別累計升逾１０％及１２％，今早則見回吐。
Sunny Optical Technology (Group) Company Limited 2020-10-02T14:47 財經茄呢啡 舜宇光學科技８月手機鏡頭出貨量同比提升２２％；車載鏡頭出貨量同比提升１６％；手機攝像頭模組出貨量同比提升８％。該行相信，預估舜宇光學科技可以實現其全年手機鏡頭和手機攝像頭模組出貨量分別同比提升１０％的指引，因此予以「中性」評級，目標價１３５港元。
Sunny Optical Technology (Group) Company Limited 2020-10-02T14:47 財經茄呢啡 舜宇光學科技旗下手機鏡頭持續受益於中低端手機需求上漲，以及其客戶三星因海外需求復蘇進行庫存補充；旗下手機攝像模組則受益於其客戶ＯＰＰＯ和ＶＩＶＯ推出新型號，該行預估，舜宇光學科技９月旗下手機鏡頭和手機攝像模組付運將保持較高水平，但由於華為出貨量下滑，這將做成不明朗因素。
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