Goldman Sachs published a research report stating that the mobile camera module of Shunyu Optical Technology is evolving towards high-end, driving the company's revenue growth and gross margin expansion, while meeting the requirements of brand customers. The bank is optimistic about Sunyu's long-term potential in fields such as AI edge devices, AI/AR glasses, and sports/360-degree cameras, and maintains a “neutral” rating. The target price was raised from HK$82.3 to HK$83.3. The bank raised Sunyu's net profit forecast for FY2026 and FY27 by 4% and 2% respectively. Due to increased contributions from XR, automotive and optical instrument products, it raised its revenue forecast by 4% and 1% for 2026 and FY27.

Zhitongcaijing · 2d ago
Goldman Sachs published a research report stating that the mobile camera module of Shunyu Optical Technology is evolving towards high-end, driving the company's revenue growth and gross margin expansion, while meeting the requirements of brand customers. The bank is optimistic about Sunyu's long-term potential in fields such as AI edge devices, AI/AR glasses, and sports/360-degree cameras, and maintains a “neutral” rating. The target price was raised from HK$82.3 to HK$83.3. The bank raised Sunyu's net profit forecast for FY2026 and FY27 by 4% and 2% respectively. Due to increased contributions from XR, automotive and optical instrument products, it raised its revenue forecast by 4% and 1% for 2026 and FY27.