[Brokerage Focus] CMB International: The global AI Asia Vets eyewear market is expected to take off in 2025.

Jinwu Financial News | CCB International stated that in 2024, the Global AI smart glasses shipment volume is expected to increase by 588% year-on-year, reaching 2.34 million units, attributed to strong sales of RayBanMeta in the fourth quarter (quarter-on-quarter growth of 183% to 1.36 million units). Looking ahead to 2025, the AI smart glasses market is expected to continue its strong growth momentum, with an anticipated year-on-year increase of 135%, reaching 5.5 million units, benefiting from strong product launches from Meta, Xiaomi, ByteDance, Thunderbird, and Rokid. As more players expand into AI smart glasses products, the company expects the BOM costs to gradually decline.

Jinwu Financial News22:13 ET

SUNNY OPTICAL [02382] is currently reported at 68.75 Hong Kong dollars, an increase of 5.04%.

As of 11:07, SUNNY OPTICAL [02382] is quoted at 68.75 HKD, up 3.3 HKD or 5.04% from yesterday's closing price of 65.45 HKD. The trading volume is 401.2292 million HKD, with today’s highest price at 68.75 HKD and the lowest at 65.6 HKD. Based on yesterday's closing price, the 10-day average price is 63.28 HKD, the 50-day average price is 63.04 HKD, the current PE is 58.96 times, and the 14-day strength index is reported at 38.77.

Jinwu Financial NewsJan 20 22:07 ET

Hong Kong stocks are moving | The mobile phone Industry Chain continues to rise. On the first day of the national subsidy, mobile phone sales increased significantly month-on-month. Institutions are bullish on the recovery of the Consumer Electronics mark

The mobile Industry Chain continues to rise. As of the time of writing, Sunny Optical (02382) is up 4.35%, trading at 68.3 HKD; AAC TECH (02018) is up 3%, trading at 39.45 HKD; BYD Electronics (00285) is up 1.79%, trading at 39.9 HKD.

Zhitong FinanceJan 20 21:38 ET

Hong Kong stock Concept tracking | "Renewal" demand accelerates release, with phone sales increasing by 200% month-on-month on the first day of the national subsidy launch. Institutions are Bullish on these stocks (attached Concept stocks).

Sinolink believes that adding a subsidy of 15% (not exceeding 500 yuan) after the discounts on the Commodity itself is a strong incentive, and the stimulating subsidy scheme will boost the recovery of the Consumer Electronics market in 2025.

Zhitong FinanceJan 20 18:36 ET

Ruiyuan Fund's quarterly report: Fu Pengbo and Zhu Lin increased their Stocks positions, Sunny Optical Technology (02382) is newly included in the top ten heavy positions.

Specifically, as of the end of the fourth quarter, the net asset value of the Ruifeng Growth Value Mixed A Fund managed by Fu Pengbo and Zhu Lin was 1.1952 yuan.

Zhitong FinanceJan 20 03:28 ET

Consumer Electronics stocks rose broadly, SUNNY OPTICAL (02382) increased by 4.30%. The new subsidies for digital product purchases have been implemented, and Institutions indicated that the subsidies are a short-term positive catalyst.

Jingu Financial News | Consumer Electronics stocks are rising across the board. As of the time of writing, SUNNY OPTICAL (02382) is up 4.30%, BYD Electronics (00285) is up 3.02%, Q TECH (01478) is up 2.22%, COWELL (01415) is up 2.06%, and AAC TECH (02018) is up 1.67%. In terms of news, Morgan Stanley published a research report stating that mainland phone subsidies will begin on January 20, providing a 15% subsidy for mobile phones, tablets, and smartwatches priced under 6,000 yuan, with a cap of 500 yuan. However, consumers

Jinwu Financial NewsJan 19 21:19 ET