[Hong Kong Stock Connect] Sunyu Optics (02382) rose by nearly 5%, and institutions are expected to usher in the peak demand season for AIPC and smartphones in the third quarter

Jinwu Financial News | Sunyu Optics (02382) surged close to midday trading. As of press release, it rose 4.85% to HK$44.7, with a turnover of HK$287 million. Recently, according to Canalys, 16% of the world's smartphones are shipped as AI phones in 2024, and this percentage will surge to 54% by 2028. Driven by consumer demand for enhanced features such as AI assistants and end-side processing, the AI mobile phone market grew at a compound annual growth rate (CAGR) of 63% between 2023 and 2028. According to the “2024 AI Mobile Phone White Paper”, the world's next generation A

金吾財訊23:21 ET

Changes in Hong Kong stocks | Shunyu Optics (02382) is now up more than 4% in April, smartphone lens shipments increased, AI phones may catalyze a new peak in switching cycles

Shunyu Optics (02382) is now up more than 4%. As of press release, it is up 3.33% to HK$44.05, with a turnover of HK$191 million.

Zhitong Finance22:35 ET

Hong Kong Stock Concept Tracking | AI phones may catalyze a new “wave of switching” and are expected to fully benefit the industrial chain (with concept stocks)

On May 29, Canalys published an article stating that in 2024, 16% of global smartphone shipments will be AI phones, and by 2028, this percentage will surge to 54%.

Zhitong Finance19:40 ET

Changes in Hong Kong stocks | Shunyu Optics (02382) is now up more than 3%. Mobile lens shipments in April rose 6.4% year on year, and the second half of the year is expected to usher in a peak demand season

The Zhitong Finance App learned that Sunyu Optics (02382) is now up more than 3%. As of press release, it has risen 2.51% to HK$42.95, with a turnover of HK$321 million. According to the news, Sunyu Optics previously released shipment data for April. The number of mobile phone lenses shipped in April was about 102 million pieces, down 9.8% from the previous month, up 6.4% year on year; the number of mobile phone camera modules shipped was 45.683 million, up 9% from the previous month and 1.1% year on year. CICC pointed out that looking at the mobile phone business as a whole, the bank believes that Shunyu Mobile Optical has comprehensive customer coverage and high-quality product competitiveness, and recommends investors

Zhitong FinanceMay 29 02:42 ET

Hong Kong Stock Concept Tracking | Apple's shipments in the Chinese market rebounded 52% in April, and related industry chains may usher in sector opportunities (with concept stocks)

Demand for the iPhone, the flagship product of Apple (AAPL.US), rebounded in the Chinese market last month, and shipments increased 52%.

Zhitong FinanceMay 28 19:18 ET

Apple's WWDC conference is about to be held. Apple concept stock Pusheng BYD Electronics (00285) rose 5%

Jinwu Financial News | Apple concept stocks rose, BYD Electronics (00285) rose 5%, Gaowei Electronics (01415) rose 4.27%, Ruisheng Technology (02018) rose 3.25%, Sunyu Optical Technology (02382) and Fuzhikang Group (02038) rose more than 2%. According to the CITIC Construction Investment Research Report, the AI industry continues to advance, and overseas AI is expected to explode in June, focusing on current low-level AI application targets. Microsoft announced at the press conference this week that the first Copilot+PC, the latest Surface series, will be launched on June 18, with over 40 TOPs

金吾財訊May 27 22:21 ET