舜宇數據符合預期 融創高管高位增持

舜宇(2382)數據和吉利(0175)一樣，增速始終會放緩，哪能要求每月繼續維持倍升的速度，那是不切實際，異想天開。

舜宇九月份手機鏡頭出貨量按年升66.5%至6,260萬件，按月升0.9%，前三個季度出貨量按年上升78%。增速雖然放緩仍然可觀，product mix improvement才是推動毛利大升的關鍵。

手機照相模組出貨量按年升5.0%至2,800萬件，按月跌16.7%；車載鏡頭出貨量按年升29.3%至280.6萬件，按月減少9.1%。

數據整體來說應該算是符合預期。

24. Details of relevant event:   Brief description of relevant event Capacity in which shares were/are held Number of shares bought/sold or involved Currency of transaction On Exchange Off Exchange Before relevant event After relevant event Highest price (per share) Average price (per share) Average consideration (per share) Consideration code Long position  1101 The number of shares in which you are interested has increased because: you purchased the shares     2101 Beneficial owner   306,000  HKD  41.6500  41.5105

港交所披露顯示，融創(1918)董事荊宏於10月6日買入306,000股融創，均價大概41.5，耗資1270萬港元。Google了一下，荊生是融創執行董事兼北京區域公司掌舵人。這位荊生真金白銀買的可是融創的階段性高位，高管高位增持一般解讀是利好，不過陰謀論也不少，且看今天市場反應。