舜宇真的只有手机去支撑吗？

混迹在混沌之间

2018-04-23

$舜宇光学科技(02382)$舜宇放眼去看，涉及业务:光学手机镜头，车载镜头，仪器显微镜，光电模组。

从手机行业观望，占比舜宇并不大，从车载发布的方针来看后期主要在车载事业方面取到的成就将超越手机行业，目前市场看低以中兴为代表的，从中去看舜宇，体量占比并不明显。

其次舜宇主抓国内项目，从整体经营来看，主要目前占比美国业务3.5%故确认在贸易摩擦方面对舜宇影响较小。

持续看好舜宇，从股价10年100倍增长来看，其次在于光学行业的高速增长期，看好近10年从汽车行业改革，手机行业技术持续加强，国内手机行业占比全球市盈率持续上升，精益持续落实，从成本缩减，市场占比上升，10年内内年度效益持续为增长，看好

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

混迹在混沌之间
2018-04-26
混迹在混沌之间
舜宇原始股正在回购，个人长久观测看，下周是个很好的买入点
- Cool Guy:
  这你都知道啊，华为被调查坑惨了
混迹在混沌之间
2018-04-24
混迹在混沌之间
拿好舜宇股，4月底为调整期，假期已过，5月车载镜头，手机镜头，均上量
- Cool Guy回复混迹在混沌之间:
  你是舜宇的人吗
- 混迹在混沌之间:
  高位跑了70%现在还有1000
- Cool Guy:
  你多少仓位
混迹在混沌之间
2018-05-18
混迹在混沌之间
多少人，听了我的去抄底。赚到的给我点个赞
低调稳健金融圈人士
2018-04-24
低调稳健金融圈人士
谢谢楼主分享，让我学到很多关于舜宇的一些基本面知识
Tony特别帅
2018-04-24
Tony特别帅
楼主解释的很好。。。不过抄底我还是不敢，等情绪过去再说
混迹在混沌之间
2018-06-29
混迹在混沌之间
新厂区还在快速扩产，设备在逐步安装

发表看法

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