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舜宇光学①：手机业务占收入63%，为什么利润正在流向汽车和泛IoT？ episode artwork

EPISODE · Aug 29, 2026 · 6 MIN

舜宇光学①：手机业务占收入63%，为什么利润正在流向汽车和泛IoT？

from 投研随身听 · host 慢研播客

舜宇光学仍是全球领先的手机镜头、手机摄像模组和车载镜头供应商。二零二六年上半年，手机业务贡献约63%的收入，手机分部利润率约12.3%；同期其他产品收入增长88.5%，分部利润率达到34.4%。本期拆开舜宇的两层商业模式：镜头怎样从设计和良率中获得利润，摄像模组为什么毛利较薄却仍有必要；二零零四年提前布局车载，又怎样用漫长认证换来连续十三年的全球第一。舜宇真正拥有的不是无条件提价权，而是退出低价订单、参与下一代产品和把复杂光学做成百万级稳定交付的能力。信息截止：2026-08-29。本节目不构成投资建议。

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舜宇光学①：手机业务占收入63%，为什么利润正在流向汽车和泛IoT？

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