摩根士丹利：舜宇光学_舜宇每月车载镜头出货量与股价
摩根大通·2024-10-16 16:34
M Update Sunny Optical | Asia Pacific October 11, 2024 07:16 AM GMT Data NOW: Sunny Monthly Vehicle Lens Shipments vs. Share Price September vehicle lens shipments came in at 9,314mn units, up 12.7% YoY and 10.4% MoM. Aggregate shipments reached 79,798mn units in 1Q-3Q24, up 11.6% YoY. We expect shipments to decline QoQ in 4Q24 due to seasonality but in our view the company is still well positioned to achieve its shipment target. Exhibit 1: Sunny: Vehicle lens monthly shipments YoY growth % vs. share price ...