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Sunny Optical Technology (Group) Company Limited 2020-05-01T15:31 財經茄呢啡 近日獲大行唱好的舜宇光學科技，缸邊友可以留意嚇短炒機會。大摩發表報告料，舜宇次季產品出貨量至少達到按季持平，甚至錄得按年增加；預估其全年手機鏡頭銷量按年升９％至１０％，至今年底前每月可保持產品出貨量１．２億至１．３億件。而舜宇首季表現不俗，鏡頭模組出貨量按年升４３％，手機鏡頭出貨量按年增３７％，增速高於全年公司指引。因此，該行重申其「吸納」評級，目標價睇１５０港元。
Sunny Optical Technology (Group) Company Limited 2020-05-01T15:31 財經茄呢啡 隨著內地市場回穩，內地智能手機代工商於今年第二季不會如ＩＰＨＯＮＥ般銷量下降，估算舜宇光學科技第二季產品出貨量至少達到按季持平，甚至錄得按年增加。
Sunny Optical Technology (Group) Company Limited 2020-05-01T15:31 財經茄呢啡 手機設備股類似股今天齊跌，瑞聲 現挫２．９６％，報３６．０５元；舜宇光學 現挫３．７％，報１０３．９元；丘鈦科技 現挫３．４％，報８．５元；比亞迪電子 現挫４．３％，報１６．０２元；通達集團 現挫３％，報０．４８５元。
Sunny Optical Technology (Group) Company Limited 2020-04-24T15:25 財經茄呢啡 手機設備股受壓，舜宇光學跌３．２４％，報１０４．４元 ; 瑞聲科技跌３．１％，報３６元，兩股跌幅居藍籌股榜首二位 ; 高偉電子報２．０８元，無上落 ; 丘鈦科技跌１．８２％，報８．６４元 ; 信利國際報０．８３元，無上落。
Sunny Optical Technology (Group) Company Limited 2020-04-24T15:25 財經茄呢啡 手機設備股跑輸，瑞聲科技跌２．１７％，報３６．１５元，為表現最差藍籌股 ; 舜宇光學跌１．７８％，報１０５元，跌幅居第三位 ; 高偉電子跌０．９５％，報２．０８元 ; 丘鈦科技升０．１１％，報８．７６元。
Sunny Optical Technology (Group) Company Limited 2020-04-24T15:25 財經茄呢啡 先從手機業務來看，２０２０年的新冠疫情爆發後，我國政府采取了強力的管制措施，非必要性的生產企業暫時停止開工配合防疫，隨著境內疫情獲得控制，現在國內已經全面啟動復工。從國內智能手機產業鏈企業舜宇光學科技及丘鈦科技最新發布的三月銷量數據基本恢復到正常水平。生產基地位於中國境內的企業可以說在疫情期間獲得了先行恢復。
Sunny Optical Technology (Group) Company Limited 2020-04-24T15:25 財經茄呢啡 大市連彈兩日，惟手機孖寶瑞聲科技及舜宇光學，卻受累ＩＰＨＯＮＥ接連有利淡消息，連續兩日逆市走低，昨天分別跌１．４９％及０．９４％。相對之下，小米集團不斷傳來利好消息，近期似於低位收集整固，隨時有力起動，可伺機增持。
Sunny Optical Technology (Group) Company Limited 2020-04-24T15:25 財經茄呢啡 手機設備股呈個別發展，比亞迪電子急升４．２％，富智康上揚１．２％，瑞聲科技及舜宇光學卻分別回軟１．５％及近１％，為第二大及第四大挫幅藍籌股。
Sunny Optical Technology (Group) Company Limited 2020-04-17T14:55 財經茄呢啡 舜宇光學與大立光一樣交出了不俗的出貨成績單。舜宇光學３月份手機鏡頭出貨１．１３８億件，同比提升３２％，環比提升１８％。手機模組出貨量３９４４萬件，同比提升３８％，環比回軟９％。
Sunny Optical Technology (Group) Company Limited 2020-04-10T14:37 財經茄呢啡 舜宇光學遭淨出售２．１７億港元。消息面上，摩根大通昨天指出，估計２０２０年ＩＰＨＯＮＥ銷量將同比消減１０％。然而舜宇光學盤後公布公告稱，３月份手機鏡頭出貨量達１．１３８億件，同比增加３２．４％。
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