大行评级｜大和：舜宇光学科技上半年业绩稳固 目标价上调至85港元

Core Viewpoint - Daiwa's report indicates that Sunny Optical Technology's performance in the first half of the year remains solid, despite shipment volumes not meeting expectations, benefiting from continuous improvement in product mix [1] Group 1: Company Performance - Sunny Optical's average selling price and gross margin for mobile lens (HLS) and mobile camera module (HCM) have increased due to the ongoing enhancement of its product mix [1] - Daiwa has reiterated its "Outperform" rating for Sunny Optical and raised the 12-month target price from HKD 72 to HKD 85 [1] Group 2: Earnings Forecast - Based on the improved product mix, Sunny Optical's earnings per share forecasts for 2025 to 2027 have been increased by 12% to 15% [1]