Lyon Securities reaffirmed its "Outperform" rating on SUNNY OPTICAL (02382), setting an unchanged target price of HK$88.70. The endorsement follows SUNNY OPTICAL's strategic agreements with TYSiC, China's leading silicon carbide material provider, and semiconductor equipment maker AMEC. These partnerships aim to advance domestic IC equipment applications within micro-nano optics, specifically targeting AR glasses and silicon carbide technologies.
This collaboration significantly bolsters SUNNY OPTICAL's technological capabilities and competitive positioning in the burgeoning AR eyewear market. A critical milestone was achieved with the successful installation of the inaugural core lithography machine at SUNNY OPTICAL's AR glasses manufacturing facility in Shanghai's Lingang zone. This advancement marks the project's decisive transition from planning to full-scale production readiness.
Concurrently, SUNNY OPTICAL formalized a strategic cooperation agreement with TYSiC to enhance local collaboration on homegrown IC equipment within the micro-nano optics sector. Lyon views these developments as instrumental in strengthening the company's innovation pipeline and market leadership.
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。