Industrial Securities: Bullish on sunny optical (02382) mobile business growth potential, maintaining a "buy" rating.
CICC Securities expects that Sunny Optical's net income attributable to shareholders for 2024-2026 will be 2.541/3.246/3.645 billion yuan.
Minsheng Securities: AI empowerment accelerates the rise of smart terminals, multiple new AI glasses products are worth期待.
asia vets empowering accelerates the rise of intelligent terminals, analogous to the evolution of the intelligent phone industry, bullish on the future dual-line parallel market pattern.
Just now! China has taken action to strengthen export controls on dual-use items such as gallium, germanium, antimony, and related items to the usa.
Source: Securities Times, December 3, the Ministry of Commerce released a notice on strengthening export control of relevant dual-use items to the usa, effective from the date of announcement. The notice states that in accordance with the provisions of the "Export Control Law of the People's Republic of China" and other laws and regulations, in order to maintain national security and interests and fulfill international obligations regarding diffusion, it has been decided to strengthen export control of relevant dual-use items to the usa. The relevant matters are announced as follows: 1. Export of dual-use items to military users or for military purposes in the usa is prohibited. 2. In principle, licenses will not be granted for the export of gallium, germanium, antimony, and related dual-use items to the usa; for graphite dual-use items exported to the usa, control will be implemented.
The mobile industry chain is collectively on the rise. BYD Electronics (00285) rose by 12.74%. goldman sachs pointed out that the trend of upgrading camera specifications is obvious.
Jinwu Financial News | The smart phone industry chain collectively rises, BYD Electronics (00285) up 12.74%, Cowell (01415) up 8.35%, Fit Hon Teng (06088) up 6.58%, AAC Tech (02018) up 6.29%, Q Tech (01478) up 4.19%, Sunny Optical (02382) up 3.18%. Goldman Sachs released a research report indicating that the growth in China's smart phone market shipments will slow down in 2024, with shipments in October down 1% year-on-year, while from January to October there was a year-on-year increase of 6%. Monthly market shipments peaked in May.
Hong Kong stocks are fluctuating | Apple supplier stocks continue to rise. It is reported that Apple has ordered M5 chips from taiwan semiconductor. AI edge applications are accelerating.
Apple supplier concept stocks continue to rise. As of the time of writing, BYD Electronics (00285) is up 9.7%, at 37.9 Hong Kong dollars; Cowell (01415) is up 6.36%, at 26.75 Hong Kong dollars; Q Tech (01478) is up 5.87%, at 6.31 Hong Kong dollars; AAC Tech (02018) is up 4.86%, at 36.75 Hong Kong dollars; Sunny Optical (02382) is up 3.18%, at 64.95 Hong Kong dollars.
Daily Bull and Bear | The Hang Seng Index futures closed at 19,455 points, with an inflow of 61 million HKD in net long positions yesterday! HSBC: Meituan will announce results today, pay attention to related warrants.
As of the close, the Stock Market had a turnover of 108.2 billion Hong Kong dollars; the total turnover of all Warrants amounted to 11.8 billion Hong Kong dollars, accounting for 10.9% of the market turnover, with a 6.9% proportion of Bullish Warrants and a 4.1% proportion of Bearish Warrants.