Understanding the Market | SUNNY OPTICAL rose over 5% in the afternoon as Apple is researching seven models of AI glasses, with the company proactively laying out its XR business

Zhitong
2025.07.03 06:01
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SUNNY OPTICAL rose over 5% in the afternoon, and as of the time of writing, it was up 4.59%, trading at HKD 70.65, with a transaction volume of HKD 612 million. In terms of news, well-known Apple analyst Ming-Chi Kuo stated that Apple plans not to launch any new head-mounted devices in 2026, but will gradually release multiple products starting in 2027. Among them, smart glasses similar to Ray-Ban are expected to have a shipment volume of 3 to 5 million units or more in 2027, which is expected to drive the entire smart glasses market to exceed 10 million units shipped in 2027. Huatai Securities previously released a research report stating that SUNNY OPTICAL believes that MR and smart glasses shipments are expected to reach 50 million units by 2030, with the company's optical products accounting for 40-60%/40%-70% of the single-unit value of MR/smart glasses. The institution believes that the company has formed a comprehensive layout covering the entire XR field from components to modules with its lens modules, optical machines, and optical waveguides. In the robotics field, the company has transformed from a visual solution provider to a vision-based system solution provider, achieving full coverage of modules, modules, and system solutions, with hand orders exceeding RMB 2 billion, and is optimistic about the continuous increase in the revenue share of XR and robotics businesses

According to Zhitong Finance APP, Sunny Optical (02382) rose over 5% in the afternoon, and as of the time of writing, it is up 4.59%, priced at HKD 70.65, with a transaction volume of HKD 612 million.

In terms of news, well-known Apple analyst Ming-Chi Kuo stated that Apple plans not to launch any new head-mounted devices in 2026, but will gradually release multiple products starting in 2027. Among them, smart glasses similar to Ray-Ban are expected to have a shipment volume of 3 to 5 million units or more in 2027, which is expected to drive the entire smart glasses market to exceed 10 million units in shipments by 2027.

Huatai Securities previously released a research report stating that Sunny Optical believes that the shipment volume of MR and smart glasses is expected to reach 50 million units by 2030, with the company's optical products expected to account for 40-60%/40%-70% of the single-unit value of MR/smart glasses. The institution believes that the company's comprehensive layout of lens modules, optical machines, and optical waveguides has formed a full-chain coverage from components to modules in the XR field. In the robotics field, the company has transformed from a visual solution provider to a vision-based system solution provider, achieving full coverage of modules, modules, and system solutions, with orders on hand exceeding RMB 2 billion, and is optimistic about the continuous increase in the revenue proportion of XR and robotics businesses

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