港股异动 | 舜宇光学(02382)涨超4% 大摩称公司新一轮增长周期即将启动新兴业务有望成为第二成长引擎

智通财经2025-07-10

智通财经APP获悉，舜宇光学(02382)涨超4%，截至发稿，涨4.29%，报74.15港元，成交额6.53亿港元。大摩发布研报称，舜宇光学负面消息已经反映在股价中，随着智能手机和新业务部门的新产品推出，新一轮增长周期即将启动。报告指出，2025年前五个月，舜宇光学智能手机镜头模组(CCM)出货量按年减25%，智能手机镜头出货量亦下滑5%，导致许多投资者认为其全年出货量成长目标(分别为5-10%与...

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港股异动 | 舜宇光学(02382)涨超4% 大摩称公司新一轮增长周期即将启动 新兴业务有望成为第二成长引擎

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港股异动 | 舜宇光学(02382)涨超4% 大摩称公司新一轮增长周期即将启动新兴业务有望成为第二成长引擎