CCTV interprets a more proactive fiscal policy: next year's fiscal funding will be allocated earlier, faster, and in greater amounts.

Next year, a more proactive fiscal policy will be implemented. What measures will the Ministry of Finance take? Where will the fiscal funds be focused? What impact will this have on our lives?

CCTV NewsDec 24 15:02

China Post Securities: Initiates a "Buy" rating for SUNNY OPTICAL, with improvements in the mobile phone business profitability for 24H1.

China Post Securities released a research report stating that it has initiated coverage of SUNNY OPTICAL (02382) with a "Buy" rating. It is expected to achieve revenues of 38.2/44.2/48.7 billion yuan in 2024/2025/2026, with net income attributable to the parent company of 2.5/3.2/3.7 billion yuan respectively. In the first half of 2024, the company's revenue was approximately 18.86 billion yuan, an increase of about 32.1% compared to the same period last year. The gross profit was approximately 3.247 billion yuan, an increase of about 52.4% compared to the same period last year. The gross margin was approximately 17.2%, an increase of about 2.3 percentage points compared to the same period last year. The main viewpoints from China Post Securities are as follows: Smart

Sina Hong Kong StockDec 24 10:04

Daily Bull and Bear | The Hang Seng Index night futures rose slightly, with bear certificates betting continuing to increase at 20,300 points; Morgan Stanley: This week's Hong Kong stock warrants deployment needs to consider time value decay.

As of the market close, the total market turnover was 127.3 billion HKD, with a total turnover of 9.2 billion HKD for all warrants and callable bull/bear contracts, accounting for 7.2% of the total market turnover, of which the long positions accounted for 4.4% and the short positions accounted for 2.9%. Additionally, all warrants and callable bull/bear contracts saw a net inflow of 0.387 billion HKD.

Futu NewsDec 24 08:46

CICC: It is recommended to focus on investment opportunities in terminal Hardware, Bullish on the volume growth of AI glasses, recommend AAC TECH.

CICC released a research report stating that ByteDance will hold the 2024 Winter Power Conference on December 18-19, showcasing the company's comprehensive layout in edge AI models, applications, terminals, and computing power. The firm believes that ByteDance's AI layout demonstrates a bullish outlook on the edge AI ecosystem. Looking ahead to 2025, the firm determines that domestic edge AI, centered around mobile phones and wearables, will enter a phase of blossoming diversification and recommends paying attention to investment opportunities in terminal hardware.

Sina Hong Kong StocksDec 23 14:44

[Hong Kong Stock Connect] SUNNY OPTICAL (02382) fell by 4.4% as Institutions indicate that the shipment volume of camera modules in November remains weak.

Jingwu Financial News | SUNNY OPTICAL (02382) stock price weakened. As of the time of reporting, it has dropped by 4.4%, reporting 68.5 Hong Kong dollars, with a transaction amount of 0.573 billion Hong Kong dollars. In terms of news, SUNNY OPTICAL recently announced that in November, the shipment volume of mobile phone lenses was approximately 0.111 billion units, a month-on-month decrease of 3.9% and a year-on-year decrease of 5.6%; the shipment volume of mobile phone camera modules was 37.406 million units, a month-on-month increase of 10.7% and a year-on-year decrease of 28.1%, mainly due to the company's focus on medium to high-end cases, and the product structure has significantly improved compared to the same period last year. Additionally, the shipment volume of vehicle-mounted lenses was 7.459 million units, a month-on-month decrease of 14.3%.

Golden Guard Financial NewsDec 23 14:35

SUNNY OPTICAL (2382.HK): Improvement in mobile Business profitability.

Investment highlights: The Smart Phone market is recovering, leading to rapid income growth. In the first half of 2024, the company's revenue was approximately 18.86 billion RMB, an increase of about 32.1% compared to the same period last year. The increase in revenue is mainly due to the recovery of the Smart Phone market.

China Post SecuritiesDec 22 00:00