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Sunny Optical Posts Mixed Shipment Volume in December 2024
SUNNY OPTICAL (02382.HK) saw a 1.9% year-on-year decrease in mobile phone lens shipments in December, while automotive lens shipments increased by 34.8% year-on-year.
Gelonghui, January 10th丨SUNNY OPTICAL (02382.HK) announced the shipment volumes of its main products for December 2024. In December 2024, in the optical components division, the shipment volume of Glass spherical lenses was 1.469 million pieces, a decrease of 34.1% month-on-month and a decrease of 43.5% year-on-year; the shipment volume of mobile phone lenses was approximately 0.105 billion pieces, a decrease of 5.6% month-on-month and a decrease of 1.9% year-on-year; the shipment volume of automotive lenses was 6.351 million pieces, a decrease of 14.9% month-on-month and an increase of 34.8% year-on-year; the shipment volume of Other lenses was 10.286 million pieces, an increase of 31.8% year-on-year. In the optical components division,
Southbound funds net purchased over 14.8 billion Hong Kong dollars on January 8: significantly increased holdings in Tencent and several companies Beginning with Middle Letter, Shareholding in Meituan and SUNNY OPTICAL.
① On the day, southbound funds traded approximately 69.3 billion Hong Kong dollars. Which stocks are seeing continuous inflow of funds? ② TENCENT has an inflow of nearly 8.5 billion Hong Kong dollars. How is the stock price performing?
Hong Kong stocks fluctuated | Apple Supplier stocks extended their decline in the afternoon, with Sunny Optical (02382) down over 7% and COWELL (01415) down over 6%.
The Apple Supplier stocks further dropped in the afternoon. As of this report, Sunny Optical (02382) fell by 7.29%, quoted at 62.35 Hong Kong dollars; COWELL (01415) dropped by 6.32%, quoted at 25.95 Hong Kong dollars; Q TECH (01478) decreased by 5.51%, quoted at 5.66 Hong Kong dollars.
[Brokerage Focus] Goldman Sachs: China’s subsidy policy for the Smart Phone Industry supports growth, paying attention to related supply chain companies.
Jinwu Finance | Goldman Sachs released a research report on China's Smart Phone industry on January 4, 2025. The report pointed out that the National Development and Reform Commission of China announced on January 3 that it will expand the scope of national subsidies in 2025 to cover Smart Phones, tablets, and smartwatches. Previously, local governments had already launched Smart Phone subsidy policies ranging from 10% to 20% in 2024. Goldman Sachs expects that national subsidies will cover more Consumers, thereby boosting recent market demand, although the long-term product cycle still relies on technological upgrades (such as 6G in 2030) or design changes (such as foldable Smart Phones).
Hong Kong stocks moved differently | The mobile Industry Chain rose broadly in the morning as the national subsidies for Consumer Electronics were implemented, and Institutions are Bullish on the demand for Smart Phone upgrades.
The smartphone Industry Chain saw a broad increase in the early market. As of the time of writing, AAC TECH (02018) rose by 3.57%, trading at 39.15 HKD; Sunny Optical (02382) increased by 3.23%, priced at 68.8 HKD; BYD Electronics (00285) rose by 3.19%, trading at 42.1 HKD.
Big Dipper : Are you talking about US stocks here? The prices are too high, almost collapsing. Like Old Ba, I almost liquidated to avoid being trapped for a long time.
103827803 : good
103916021 : k
Thanmalar :
JaydenTan : But still increase in price day by day even when some say very high. 210 coming tonight ?
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