港股详情

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舜宇光学科技

64.400

-0.800-1.23%

成交量：1,069.53万

成交额：6.98亿

市值：705.18亿

市盈率：23.77

高：66.100

开：65.200

低：64.100

收：65.200

数据加载中...

总览公司新闻公告

浙江舜宇光学取得光学成像透镜组专利

港股异动 | 手机产业链午后涨幅扩大消费电子受短期政策变动扰动长期制造中心地位稳固

【港股苹果概念股集体走强：瑞声科技涨超5%，舜宇涨超3%】港股苹果概念股集体走强，其中，高伟电子涨超9%，瑞声科技涨超5%，富智康集团涨超4%，舜宇、伟仕佳杰涨超3%，比亚迪电子、丘钛科技、东江集团控股涨超2%。

【热门行业】国内消费电子需求强劲复苏核心优势难替代果链中国产能超6成

舜宇光学科技手机光学稳定向好，智驾平权与AI技术推动新业务放量（繁体版）

港股异动 | 手机产业链早盘走高特朗普关税政策有望缓和机构称消费电子产业链终将继续稳健运营

舜宇光学(2382.HK)：手机光学稳定向好智驾平权与AI技术推动新业务放量

舜宇光学科技04月22日获主力加仓300万元

舜宇光学科技公布汤蕙仪已获委任为独立非执行董事

舜宇光学科技(02382)：汤蕙仪已获委任为独立非执行董事

舜宇光学科技04月17日获主力加仓2199万元

舜宇光学科技盘中异动早盘大幅下挫5.07%报60.850港元

港股苹果概念股多数走低，高伟电子(01415.HK)跌超5%，比亚迪电子(00285.HK)跌近4%，瑞声科技(0201

港股异动 | 苹果概念股继续承压高伟电子(01415)跌超4% 比亚迪电子(00285)跌超3%

首季全球智能手机市场复苏乏力手机产业股普跌瑞声科技(02018)跌6.28%

港股异动 | 苹果概念股集体承压丘钛科技(01478)跌超3% 比亚迪电子(00285)跌超2%

富瑞：升舜宇光学科技评级至“买入” 目标价下调至80港元

富瑞：升舜宇光学科技(02382)评级至“买入” 目标价下调至80港元

智通财经网

杰富瑞升舜宇光学科技评级至买入目标价下调至80港元

苹果概念股，集体大涨！机构：看好果链公司估值修复

21世纪经济报道

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13:51","pubTimestamp":1745387491,"startTime":"0","endTime":"0","summary":"归母净利润达到27.0亿元，同比大幅增长145.5%。随着智能手机影像系统的升级，预计未来手机镜头ASP将持续提升，出货量同比增长5%，毛利率有望进一步提高至25-30%。公司布局光学显示模组和XR整机系统，并已实现单色及合色MicroLED光机和AR眼镜的量产，AI眼镜客户拓展超过三十家。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250423140109a46372d7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:44","pubTimestamp":1745372696,"startTime":"0","endTime":"0","summary":"消息面上，美国总统特朗普当地时间周二在公开场合发表了讲话，承认美国目前对自中国进口商品的关税过高，预计税率将大幅降低。值得注意的是，美国此前宣布免除智能手机、电脑、芯片、集成电路器件等电子产品的“对等关税”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1282890.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1504","LU1211504680.USD","SG9999006597.SGD","SG9999014674.SGD","BK1608","02018","BK1521","BK1500","01415","BK1167","LU1831875114.USD","01478","BK1607","02382","159732","BK1179","BK1589","LU0326950275.SGD","BK1096","BK1170"],"gpt_icon":0},{"id":"2529540554","title":"舜宇光学(2382.HK)：手机光学稳定向好 智驾平权与AI技术推动新业务放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2529540554","media":"第一上海","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529540554?lang=zh_cn&edition=fundamental","pubTime":"2025-04-23 00:00","pubTimestamp":1745337600,"startTime":"0","endTime":"0","summary":"业绩符合预期，盈利能力改善：公司2024 年全年实现收入382.9 亿人民币，同比增加20.9%。归母净利润27.0 亿元，同比增长145.5%。业绩增长主要得益于全球智能手机需求复苏，带动手机光学收入显著增加；同时，汽车智能化的快速发展，推动车载业务收入大幅提升。2025 年模组的产品结构改善将持续推进，预计出货量将小幅增长，毛利持续改善。公司布局光学显示模组和XR 整机系统，实现单色及合色MircoLed 光机和AR 眼镜实现量产，目前AI 眼镜客户拓展超过三十家。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250423152639a4638a1f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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舜宇光学科技股价涨3.03%，报收62.90元，成交金额7.79亿元，换手率1.14%，振幅5.32%，量比0.72。舜宇光学科技今日主力资金净流入300万元，连续5日净流入，上一交易日主力净流入2199万元。近一年数据显示，该股主力连续5日净流入后，次日上涨概率为58.33%，平均涨幅为2.34%。该股近5个交易日下跌3.66%，主力资金累计净流入9762万元；近20日主力资金累计净流入8.56亿元，其中净流入天数为16日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422171131a6c38ba7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422171131a6c38ba7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","02382","BK1504","LU1831875114.USD","LU1211504680.USD","LU0326950275.SGD","BK1608","BK1170","BK1521"],"gpt_icon":0},{"id":"2529002350","title":"舜宇光学科技公布汤蕙仪已获委任为独立非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2529002350","media":"新浪港股","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529002350?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 07:56","pubTimestamp":1745279760,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　舜宇光学科技（02382）发布公告，贾丽娜已辞任独立非执行董事，并不再担任审核委员会主席及薪酬委员会和提名委员会成员，分别自2025年4月22日起生效。\n　　汤蕙仪已获委任为独立非执行董事、审核委员会主席及薪酬委员会和提名委员会成员，分别自2025年4月22日起生效。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-04-22/doc-inetytxa8032072.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1211504680.USD","BK1521","LU0326950275.SGD","BK1608","BK1170","BK1589","BK1504","LU1831875114.USD","02382"],"gpt_icon":0},{"id":"2529350590","title":"舜宇光学科技(02382)：汤蕙仪已获委任为独立非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2529350590","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529350590?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 07:37","pubTimestamp":1745278661,"startTime":"0","endTime":"0","summary":"智通财经APP讯，舜宇光学科技(02382)发布公告，贾丽娜已辞任独立非执行董事，并不再担任审核委员会主席及薪酬委员会和提名委员会成员，分别自2025年4月22日起生效。汤蕙仪已获委任为独立非执行董事、审核委员会主席及薪酬委员会和提名委员会成员，分别自2025年4月22日起生效。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1281986.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1170","BK1521","BK1608","LU0326950275.SGD","LU1831875114.USD","BK1589","LU1211504680.USD","BK1504","02382"],"gpt_icon":0},{"id":"2528376700","title":"舜宇光学科技04月17日获主力加仓2199万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2528376700","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528376700?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 16:15","pubTimestamp":1744877710,"startTime":"0","endTime":"0","summary":"04月17日，舜宇光学科技股价收平报61.05元，成交金额7.11亿元，换手率1.07%，振幅3.52%，量比0.54。舜宇光学科技今日主力资金净流入2199万元，连续4日净流入，上一交易日主力净流入701万元。近一年数据显示，该股主力连续4日净流入后，次日上涨概率为50.00%，平均涨幅为4.43%。该股近5个交易日下跌2.33%，主力资金累计净流入8995万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入8.23亿元，其中净流入天数为15日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250417165910a45c41a8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:26","pubTimestamp":1744774009,"startTime":"0","endTime":"0","summary":"2025年04月16日早盘11时26分，舜宇光学科技股票出现异动，股价大幅下挫5.07%。截至发稿，该股报60.850港元/股，成交量666.629万股，换手率0.61%，振幅3.98%。舜宇光学科技股票所在的电子零件行业中，整体跌幅为2.03%。该信息摘要如下：中金公司发布研报称，维持舜宇光学科技2025/2026年归母净利润35.19/40.85亿元，当前股价对应2025/2026年P/E 19.2x/16.3x。舜宇光学科技公布3月出货量数据。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250416112649a45a8965&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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比亚迪电子(00285)跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2527402151","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527402151?lang=zh_cn&edition=fundamental","pubTime":"2025-04-16 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手机产业股普跌 瑞声科技(02018)跌6.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2527432959","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527432959?lang=zh_cn&edition=fundamental","pubTime":"2025-04-15 14:14","pubTimestamp":1744697653,"startTime":"0","endTime":"0","summary":"金吾财讯 | 手机产业股普跌，瑞声科技 跌6.28%，比亚迪电子跌3.83%，丘钛科技跌3.35%，舜宇光学科技跌3.05%，通达集团跌2.74%，富智康集团跌2.70%，高伟电子跌2.36%消息面上Canalys研究数据显示，2025年第一季度，全球智能手机市场同比增长1%。三星以20%的市场份额重夺全球第一，苹果紧随其后，市场份额为18%。小米以14%的市场份额位居第三，与去年同期持平；vivo与OPPO分别以8%的市场份额排名第四和第五。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957229","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1582","BK1179","BK1608","BK1500","01478","02018","BK1170","01415","BK1540","LU1211504680.USD","02382","LU1831875114.USD","BK1607","LU0326950275.SGD","SG9999006597.SGD","LU0348766576.USD","BK1580","BK1521","BK1096","BK1504","SG9999014674.SGD","02038","BK1508","BK1149","00698","BK1515","BK1589","LU0348767384.USD","BK1167","LU0274383008.USD"],"gpt_icon":0},{"id":"2527228106","title":"港股异动 | 苹果概念股集体承压 丘钛科技(01478)跌超3% 比亚迪电子(00285)跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2527228106","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527228106?lang=zh_cn&edition=fundamental","pubTime":"2025-04-15 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11:29","pubTimestamp":1744601340,"startTime":"0","endTime":"0","summary":"　　4月14日，受利好消息刺激，A股苹果概念股大幅高开，朝阳科技、超声电子、瀛通通讯等涨停，歌尔股份、蓝思科技、立讯精密等涨幅居前。　　港股苹果概念股同样开盘走强。　　对于此次美方豁免部分产品“对等关税”，机构普遍认为，受关税政策影响，苹果供应链公司前期跌幅较大，有望迎来修复机会。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-04-14/doc-inetccst8389365.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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