发现报告(www.fxbaogao.com)致力于打造国内最全的研报库,报告数量在业内遥遥领先。无论您需要什么行业的深度分析或公司财报,这里都能找到。我们的用户量非常大,深受广大投资者的喜爱。平台设计追求极简,操作方便,凭借先进的技术手段,助您从海量信息中快速提炼价值,让您的每一次决策都更加精准有力。
Sunny Optical Holding Limited (2382.HK) held an investor day event in its headquarters in Yuyao, Zhejiang province. The event highlighted the company's strong position in the global market, particularly in the automotive, XR, and robotics sectors. The company's HCM/HLS division remains the global leader, with a steady upgrade path. VLS has seen significant growth in its ASP and market share, driven by the ADAS upgrade and the increasing demand for automotive cameras. The company also has significant opportunities in the LiDAR/AR-HUD, automatic module, and XR markets. The company's non-smartphone business is now a major contributor to its earnings, with a revenue growth of over 50% in 2022. The company's TP is currently being reviewed. In conclusion, Sunny Optical has a strong product roadmap and significant opportunities in various markets, which should support its long-term growth.