CLSA Reaffirms "Outperform" on SUNNY OPTICAL (02382) with HK$88.7 Target

Deep News
07-16

SUNNY OPTICAL's (02382) subsidiary has forged strategic partnerships with China's premier silicon carbide material producer and semiconductor equipment manufacturer AMEC. This collaboration will leverage domestic IC technology to advance AR glasses and silicon carbide applications in micro-nano optics. Industry analysts anticipate these alliances will significantly bolster SUNNY OPTICAL's technological capabilities and competitive positioning within the AR eyewear market.

Concurrently, the company achieved a critical milestone in its Shanghai Lingang AR glasses initiative with the successful installation of its inaugural core lithography machine. This development signals the project's transition from planning phases to full-scale production readiness. Further strengthening its supply chain, SUNNY OPTICAL's subsidiary Sunny Oulai entered a cooperation agreement with optical-grade silicon carbide leader Tianyue, initiating localized development of integrated circuit equipment for micro-nano optical applications.

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