SG-SUNY@EC2606A

BlackRock Increases Holdings in Sunny Optical to 6.01%

Guotai Junan Reiterates Buy Rating on Sunny Optical

CMBI Adjusts CY Optical's 2026 Profit Forecast and Maintains Buy Rating

CBI Reiterates Buy Rating on Sunny Optical

Citi Maintains BUY Rating on Sunny Optical

舜宇光学科技 Expected Profit Growth of 70-75% for 2025 Year

Sunny Optical Technology Cumulatively Repurchased 15.8 Million Ordinary Shares

Sunny Optical Technology Repurchased 800,000 Shares for HKD 49.6305 Million

Sunny Optical Technology Repurchased 850,000 Shares for HKD 54.1515 Million

舜宇光学科技 repurchased 1.4 million shares for HKD 88.6084 million

Sunny Optical Tech Repurchased 1.2M Shares for HKD 79.0126M

Sunny Optical Technology repurchased 1.24 million shares for HKD 79.3407 million

Sunny Optical Releases December Shipment Data

Sunny Optical Announces December 2025 Smartphone and Vehicle Lens Shipment Data

Sunshine Optics Announces December 2025 Shipment Volume and Ends Voluntary Announcements

Sunny Optical Technology Repurchased 840,000 Shares for HKD 53,890,800

Innolux plans to spin off automotive optical business and list

Shunyu Aolei Micro Nano Optoelectronic Information Technology (Shanghai) Co., Ltd. Transfers Shareholder to GoerTek Optical Technology Co., Ltd.

Goldman Sachs Reaffirms Hold Rating and Sets Target Price for Sunny Optical Technology

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On February 5th, during the Hong Kong stock market session, the three major indices retreated from their highs. The Hang Seng Index, Hang Seng Tech Index, and the China Enterprises Index were unable to maintain the new highs from the previous day, and the market as a whole entered a consolidation phase. There was significant sector differentiation, with the financial sector performing relatively weakly, while there was notable internal differentiation within the technology and consumer sectors. Tencent Holdings fell by 1.88%, Ping An Insurance dropped by 1.87%, Meituan rose slightly by 0.49%, Baidu Group increased by 1.82%, and SHENZHOU INTL gained 3.43%. Some small-cap stocks surged significantly, highlighting the trend of capital differentiation. On the macro front, the market is highly focused on signals of economic recovery, macro data, and policy expectations

- As of February 5, Hong Kong stocks showed a downward trend, with major indices declining from recent highs, impacting investor sentiment.  
- The Hang Seng Index fell 0.57% to 26,694.57 points, while the Hang Seng Tech Index and the National Enterprises Index experienced similar declines.  
- Market focus is on economic recovery indicators, including macro data on exports and unemployment, while significant stock movements are seen in companies like Jiu Rong Holdings, which surged 36.36% amidst market speculation.

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Hong Kong stock market intraday | Hang Seng Index retreats, financial sector leads decline, SHENZHOU INTL surges over 60%, individual stocks fluctuate

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Guotai Haitong has reaffirmed a Buy rating on Sunny Optical Technology (Group) Co (SNPTF), setting a price target of HK$85.24, while the shares closed at HK$60.45. The analyst consensus suggests a Moderate Buy rating with an average price target of HK$83.92, indicating a potential upside of 38.82%. CMB International Securities also maintains a Buy rating with a price target of HK$91.38.

- A report from Guotai Haitong has given a Buy rating to Sunny Optical Technology (Group) Co, setting a price target of HK$85.24.  
- The company's shares closed at HK$60.45, indicating potential growth.  
- An overall Moderate Buy consensus exists among analysts, with an average price target of HK$83.92, suggesting a 38.82% upside, while CMB International Securities also recently supported a Buy rating with a HK$91.38 target.

Tip Ranks

SUNNY OPT B2607

Guotai Haitong Reaffirms Their Buy Rating on Sunny Optical Technology (Group) Co (SNPTF)

CMB International has lowered the target price for SUNNY OPTICAL to HKD 91.38, maintaining a "Buy" rating. SUNNY OPTICAL expects a 70% to 75% year-on-year increase in net profit for the fiscal year 2025, influenced by high-end specification upgrades and the acquisition of a stake in GoerTek. Despite the weakness in the smartphone business, the trend of smart driving and the mass production of AI/AR glasses are expected to drive revenue growth. Earnings per share forecast has been revised down by 1% to 4%

AASTOCKS

CITIC International lowered the target price for Sunny Optical to 91.38 yuan, maintaining a "Buy" rating

Bank of China has reaffirmed its Buy rating for Sunny Optical Technology (Group) Co, setting a price target of HK$82.00. The stock closed at HK$62.60, with an analyst consensus rating of Moderate Buy and an average price target of HK$85.21, indicating a potential upside of 36.11%. CMB International Securities also maintains a Buy rating with a target of HK$91.38.

- Bank of China analyst maintained a Buy rating on Sunny Optical Technology (Group) Co on January 30, with a price target of HK$82.00.  
- The company's shares closed at HK$62.60, with the consensus rating being a Moderate Buy and an average price target of HK$85.21, indicating a 36.11% upside.  
- CMB International Securities also retained a Buy rating with a higher price target of HK$91.38 as of January 30.

Bank of China Sticks to Its Buy Rating for Sunny Optical Technology (Group) Co (SNPTF)

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SUNNY OPTICAL expects its net profit last year to grow by at least 70%, reaching RMB 4.58 billion, mainly benefiting from the increase in selling prices and gross margins of mobile phone lenses and camera modules, as well as investment income from equity transfers. Lanqi Technology and Aixin Yuan Zhi began their initial public offerings today, with the former's entry fee around HKD 10,796 and the latter's around HKD 2,848. The Cheng family is considering selling control of NEW WORLD DEV to Blackstone Group, and both parties are in deep negotiations

- Lancet Technology and AIC Technologies commenced their public offering on January 30, 2026, with entry fees of approximately HK$ 10,796 and HK$ 2,848, respectively.  
- Sunny Optical Technology announced a projected profit increase of at least 70% for the previous year, driven by higher average selling prices in mobile camera modules and a strategic asset sale.  
- China Aluminum and Rio Tinto plan to acquire over 68% of Brazilian Aluminum shares through a joint venture, marking a significant investment of approximately RMB 6.3 billion, positioning Brazilian Aluminum as a subsidiary post-deal.

Tasty Money

NEW WORLD DEV

[Daily Announcement] SUNNY OPTICAL (2382) expects net profit to increase by at least 70% last year, reported that the Cheng family plans to relinquish control of NEW WORLD DEV (17)

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After seven consecutive rises, Hong Kong stocks retreated, with the Hang Seng Index opening down 182 points and falling as much as 536 points, closing at 27,469 points, down 498 points or 1.78%. The turnover was HKD 165.343 billion. The Tech Index fell 105 points or 1.8%. Meituan, JD, Tencent, Baidu, Alibaba, and Xiaomi all declined, while gold-related stocks such as Zijin Mining and Shandong Gold plummeted. New Oriental received positive ratings from major institutions, rising 3.56%. Sunny Optical issued a positive profit alert, rising 2% against the market trend. Meta and Microsoft's post-earnings performance weighed on the market

- The Hong Kong market faced a decline after seven consecutive days of gains, with the Hang Seng Index dropping to 27,469 points, a decrease of 498 points or 1.78%.  
- Pressure on tech stocks was evident, with notable declines in Tencent, Alibaba, and Meituan, while New World Holdings rose momentarily amid reports of potential ownership changes.  
- Global fluctuations were also observed, with gold prices dropping to $5,200, impacting related stocks significantly, while Meta's stock rose due to strong earnings, contrasting with Microsoft's sharp decline post-results.

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The Hang Seng Index fell 498% in half a day, Zijin Mining dropped 10%, Shandong Gold fell 13%, and Alibaba and Xiaomi both dropped 2.7% | Hong Kong stock market opens

Shares of Sunny Optical Technology (Group) rose 5.1% to HK$66.1, marking the largest one-day percentage increase since December 1. The company anticipates a 70%-75% year-on-year increase in net profit for 2025, driven by high-end smartphone camera upgrades and improved product mix. Despite this rise, the stock is down 2.8% year-to-date, while the Hang Seng Index has increased by 7.5%.

- Shares of Sunny Optical Technology (Group) rose 5.1% to HK$66.1, marking a potential one-day percentage increase not seen since December 1.  
- The company anticipates a 70%-75% year-on-year increase in net profit for 2025, driven by high-end smartphone camera upgrades that enhance gross profit margins.  
- Despite the recent rise, the stock has dropped 2.8% year-to-date, contrasting with a 7.5% increase in the benchmark Hang Seng Index.

Reuters

Sunny Optical climbs most in over 8 weeks on robust earnings outlook

SUNNY OPTICAL issued a profit alert, expecting that last year's profit attributable to shareholders will increase by approximately 70% to 75%. The stock price opened 3.1% higher today, at HKD 64.85. Pre-market trading volume was 576,000 shares, involving HKD 37.0218 million. In addition, the company obtained approximately HKD 919 million in investment income through the transfer of subsidiary equity

SUNNY OPTICAL opened high at 3.1%, expected to have at least a 70% increase in profit last year

SUNNY OPTICAL: It is expected that the company's profit attributable to shareholders will be approximately RMB 4.589 billion to RMB 4.723 billion in 2025, an increase of about 70% to 75% year-on-year

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Sunny Optical Technology (Group) Co. Ltd. anticipates a profit increase of 70% to 75% for the year ending December 31, 2025, projecting profits between RMB4,588.6 million and RMB4,723.5 million, up from RMB2,699.2 million the previous year. This growth is attributed to an enhanced product mix and advancements in smartphone camera technology. Additionally, the company earned around RMB919.0 million from equity interest transfers in subsidiaries. The final consolidated financial results are being prepared.

- Sunny Optical Technology (Group) Co. Ltd. expects a profit attributable to owners for the year ended 31 December 2025, ranging from approximately RMB 4,588.6 million to RMB 4,723.5 million, marking a 70% to 75% increase from the previous year's RMB 2,699.2 million.  
- This growth is largely due to an improved product mix resulting from the high-end upgrade of smartphone camera specifications and advances in technology.  
- The group also generated around RMB 919.0 million in investment income from transferring equity interests in subsidiaries for shares in Goertek Optical Technology Co., Ltd.

Ping An CSI Consumer Electronic Theme ETF

Sunny Optical Expects 2025 Profit to Jump Up to 75%

Sunny Optical Technology (Group) Co. Ltd. has filed a next day disclosure return with the Hong Kong Stock Exchange regarding changes in its issued shares. The filing does not specify the total number of new shares issued or the issue price. Further details are not provided in the disclosure.

- Sunny Optical Technology (Group) Co. Ltd. has submitted a next day disclosure return to the Hong Kong Stock Exchange regarding changes in its issued shares.  
- The filing does not provide the total number of new shares issued or the issue price, lacking further details.  
- The original content published by Sunny Optical is available through the Issuer Information Service of the Hong Kong Stock Exchange.

Sunny Optical Technology Files Next Day Disclosure Return to HKEX for Issuance of (X) New Shares at (HK$X.XX) Each(Note: The total number of new shares and the price per share were not provided in the supplied context. Please insert the actual figures where (X) and (HK$X.XX) appear.)

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** Shares of Sunny Optical Technology Group climb 2.7% to HK$63.65, on track for their biggest one-day pct gain since January 2** Stock fourth-biggest pct gainer in Hang Seng Tech Index , which is up 0.6%** Automotive and mobile phone lenses maker says its vehicle-related optical business spin off unit submitted a listing application to the Hong Kong bourse for a separate listing on the mainboard of the stock exchange** YTD, stock down 3.1%, while benchmark Hang Seng Index is up 5.9%

- Shares of Sunny Optical Technology Group rose 2.7% to HK$63.65, marking its largest one-day percentage gain since January 2.  
- The company, known for automotive and mobile phone lenses, announced that its vehicle-related optical business spin-off unit applied for a separate listing on the Hong Kong stock exchange.  
- Year-to-date, the stock has declined 3.1%, contrasting with a 5.9% increase in the benchmark Hang Seng Index.

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Sunny Optical climbs after unit submits HK listing application

Sunny Optical Technology (Group) Co (HK:2382) announced plans to spin off its vehicle optics unit, SpinCo, through a separate listing on the Hong Kong Stock Exchange. The spin-off has received approval to proceed, with SpinCo filing its listing application. The transaction is expected to be a discloseable deemed disposal under Hong Kong rules, not requiring shareholder approval. However, key terms remain undecided, and completion is subject to regulatory approvals and market conditions. Analysts rate the stock as a Buy with a target price of HK$88.00.

- Sunny Optical Technology (Group) Co plans to spin off its vehicle-related optical business, SpinCo, through a separate listing on the Hong Kong Stock Exchange.  
- The exchange has approved the spin-off, and while SpinCo’s listing application has been filed, key terms and completion are still pending regulatory approvals.  
- The recent analyst rating for Sunny Optical's stock is a Buy, with a price target of HK$88.00.

Sunny Optical Advances Spin-Off and Hong Kong Listing of Vehicle Optics Unit

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Sunny Optical Technology Group Co Ltd :UPDATE ON PROPOSED SPIN-OFF AND SEPARATE LISTING OF VEHICLE-RELATED OPTICAL BUSINESS OF GROUPPROPOSED SPIN-OFF AND PROPOSED LISTING WILL BE EFFECTED BY WAY OF GLOBAL OFFERINGON 9 JAN, STOCK EXCHANGE CONFIRMED THAT CO MAY PROCEED WITH PROPOSED SPIN-OFF

- Sunny Optical Technology Group Co Ltd has announced an update regarding its proposed spin-off and separate listing of its vehicle-related optical business.  
- The spin-off and subsequent listing will occur through a global offering, which has received confirmation from the stock exchange on January 9 that the company may proceed.  
- This development marks a significant step in restructuring for the firm, potentially enhancing its focus on the optical sector related to vehicles.

HFT CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

E Fund CSI Auto Components Thematic ETF

ChinaAMC CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Sunny Optical Tech Updates On Proposed Spin-Off, Separate Listing Of Vehicle-Related Optical Business

Several semiconductor/optical companies had a rough night, with Tianyue Advanced and Innoscience continuing to fall. It seems the semiconductor sector hasn't fully heated up yet, but the faithful fans are holding strong. On the other hand, Sunny Optical's profit alert + buyback this round is truly enviable—the FOMO feels so real. I'm basically just passively watching Cambridge Technology's paper gains now, hoping the AI sector can show some strength. As for Foxconn Interconnect Technology's insider selling—utterly ridiculous. Working folks are exhausted.

FIT HON TENG

SICC

INNOSCIENCE

(Repost) From a technical analysis perspective, CLSA technical analyst Balanco has indicated weak signals for $Hang Seng Index(00HSI.HK) and predicts a 5-10% pullback to the range of 21,070-21,356. Balanco advises investors to take profits from Bank of China, $BYD Company(BYDDY.US), $HSBC HOLDINGS(00005.HK), Sinopec, $SMIC(00981.HK), $SUNNY OPTICAL(02382.HK), $XIAOMI-W(01810.HK), and $BABA-W(09988.HK).

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Dehydrated Research Report | BYD's Intelligent Strategy Accelerates, the Era of Smart Driving for All Begins

SG-SUNY@EC2606A(24460.HK)

Hong Kong stock market intraday | Hang Seng Index retreats, financial sector leads decline, SHENZHOU INTL surges over 60%, individual stocks fluctuate

Guotai Haitong Reaffirms Their Buy Rating on Sunny Optical Technology (Group) Co (SNPTF)

CITIC International lowered the target price for Sunny Optical to 91.38 yuan, maintaining a "Buy" rating

Bank of China Sticks to Its Buy Rating for Sunny Optical Technology (Group) Co (SNPTF)

[Daily Announcement] SUNNY OPTICAL (2382) expects net profit to increase by at least 70% last year, reported that the Cheng family plans to relinquish control of NEW WORLD DEV (17)