No Data
[Brokerage Focus] Industrial Securities maintains a "Buy" rating on SUNNY OPTICAL (02382), indicating that the company is expected to benefit from the growing demand momentum in the Siasun Robot&Automation Industry.
Jinwu Finance News | Industrial Securities published a Research Report stating that SUNNY OPTICAL (02382) will have a revenue of 38.3 billion yuan (RMB, same below) for 2024 (YoY +20.9%), with Factset consensus expectations of 38.354 billion yuan. The company's gross profit is 7.006 billion yuan (YoY +52.6%), and the net income attributable to shareholders is 2.699 billion yuan (YoY +145.5%), with Factset consensus expectations of 2.662 billion yuan. By segment, the company's external sales revenue of optical components is 11.708 billion yuan (YoY +23%), with a gross margin of 31.
[Brokerage Focus] Guosen maintains a "Buy" rating on SUNNY OPTICAL (02382), Bullish on the profit increase brought by the upgrade of mobile phone camera configurations.
Jingu Financial News | Guosen released a research report indicating that SUNNY OPTICAL (02382) announced its full-year performance for 2024, achieving revenue of 38.294 billion yuan (YoY +20.87%), and achieving a Net income of 2.699 billion yuan (YoY +145.51%). Among them, the revenue from optical components is 11.708 billion yuan (YoY +22.53%), accounting for 30.6%; the revenue from optoelectronic products is 26.157 billion yuan (YoY +21.10%), accounting for 68.3%; the revenue from optical instruments is 0.43 billion yuan (YoY -18.44%), accounting for 1.1.
Hong Kong stocks are experiencing unusual movements | Apple Supplier stocks are all plummeting as Apple's Global supply chain is directly impacted by tariffs, and the Consumer Electronics Industry may be under pressure.
Apple Supplier stocks have plunged across the board. As of the time of this report, COWELL (01415) dropped by 10.07% to HKD 27.25; Sunny Optical (02382) fell by 7.1% to HKD 69.3; Q TECH (01478) decreased by 6.49% to HKD 7.2; BYD Electronics (00285) declined by 5.29% to HKD 38.5.
Hong Kong stocks closed (04.02) | The Hang Seng Index slightly fell by 0.02%. Xiaomi (01810) continued to drop by 4%. Leading new forces, LEAPMOTOR (09863) soared nearly 13%.
The market is watching the USA's upcoming announcement of the reciprocal tariff policy. In the morning session, Hong Kong stocks rebounded after hitting a low, with the Hang Seng Index rising by 1.8% at one point, but the gains gradually narrowed, and both the Hang Seng Index and the National Index turned negative in the afternoon.
Hong Kong stocks moving | Apple Supplier stocks rose in early trading, Sunny Optical (02382) increased by over 5%. Apple AI features expanded to more languages and regions.
Apple Supplier stocks rose in early trading. As of the time of writing, Sunny Optical (02382) increased by 5.17% to HKD 76.3; Q TECH (01478) rose by 4.14% to HKD 7.79; BYD Electronics (00285) increased by 2.76% to HKD 40.95.
Huachuang Securities: Accelerated overseas expansion and domestic production support humanoid robots to nurture new scenarios in industrial control.
Humanoid robots are opening up incremental scenarios for the Siasun Robot&Automation Industry and may become the main driving force for the growth of the Siasun Robot&Automation Industry in the next ten years.
