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Sunny Optical Technology (Group) Company LimitedSEHK:2382 株式レポート

時価総額 HK$74.3b
1日前に更新
株価
n/a
1Y-15.1%
7D-2.0%
1D0.4%
ポートフォリオ価値
​
表示

Sunny Optical Technology (Group) Company Limited

SEHK:2382 株式レポート

時価総額:HK$74.3b

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Sunny Optical Technology (Group)(2382)株式概要

サニー光科技(集団)有限公司は投資持株会社で、光学および光学関連製品、科学機器の設計、研究、開発、製造、販売を行っている。 詳細

2382 ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長1/6
過去の実績3/6
財務の健全性6/6
配当金3/6

報酬

株価収益率( 13.2 x)は、 Electronic業界平均( 15.6 x)を下回っています。

収益は年間6.54%増加すると予測されています

過去1年間で収益は47%増加しました

リスク分析

財務結果に影響を与える大きな一時的項目


2382 Community Fair Values

Create Narrative

See what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
18.7% 割安 内在価値ディスカウント
AnalystConsensusTarget
•1mo ago

ADAS And XR Systems Will Transform Global Industry Trends

143
0
8
AN
AnalystHighTarget
37.2% 割安 内在価値ディスカウント
AnalystHighTarget
•11d ago

5G And AI Trends Will Drive XR And LiDAR Adoption

39
0
0
AN
AnalystLowTarget
10.4% 割高 内在価値ディスカウント
AnalystLowTarget
•1mo ago

Rising US-China Tensions And Saturated Markets Will Dampen Prospects

47
0
1

Top Analyst Narratives

AN
AnalystConsensusTarget
18.7% 割安 内在価値ディスカウント
AnalystConsensusTarget
•1mo ago

ADAS And XR Systems Will Transform Global Industry Trends

143
0
8
AN
AnalystHighTarget
37.2% 割安 内在価値ディスカウント
AnalystHighTarget
•11d ago

5G And AI Trends Will Drive XR And LiDAR Adoption

39
0
0
AN
AnalystLowTarget
10.4% 割高 内在価値ディスカウント
AnalystLowTarget
•1mo ago

Rising US-China Tensions And Saturated Markets Will Dampen Prospects

47
0
1
View all narratives

Sunny Optical Technology (Group) Company Limited 競合他社

Kingboard Holdings

Symbol: SEHK:148
Market cap: HK$58.5b

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Symbol: SEHK:1888
Market cap: HK$151.0b

FIT Hon Teng

Symbol: SEHK:6088
Market cap: HK$37.5b

Cowell e Holdings

Symbol: SEHK:1415
Market cap: HK$20.8b

価格と性能

株価の高値、安値、推移の概要Sunny Optical Technology (Group)
過去の株価
現在の株価HK$69.10
52週高値HK$91.40
52週安値HK$51.50
ベータ1.15
1ヶ月の変化17.62%
3ヶ月変化-9.38%
1年変化-15.11%
3年間の変化9.94%
5年間の変化-69.34%
IPOからの変化1,618.91%

最新ニュース

User avatar
ナラティブ更新 • Sep 03

2382: Index Exit And Upcoming Governance Events Will Support Future Upside

Analysts have trimmed their price target for Sunny Optical Technology (Group) to HK$110.11 from HK$117.84, reflecting updated assumptions for slightly lower revenue growth, a softer profit margin profile, and a small adjustment to the discount rate and future P/E. What's in the News Sunny Optical Technology (Group) is scheduled to hold a board meeting on Aug 26, 2026 to consider the interim report and interim results announcement for the six months ended Jun 30, 2026, and to address other business matters.
分析記事 • Aug 28

Earnings Beat: Sunny Optical Technology (Group) Company Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Sunny Optical Technology (Group) Company Limited ( HKG:2382 ) investors will be delighted, with the company turning in...
User avatar
ナラティブ更新 • Aug 03

2382: Governance Updates And Higher Multiple Assumptions Will Support A Firmer Outlook

Analysts have raised their HK$ price target for Sunny Optical Technology (Group) to HK$84.99 from HK$81.14, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Sunny Optical Technology (Group) Sunny Optical Technology (Group) held an Analyst and Investor Day, providing updated information directly to the investment community.

Recent updates

User avatar
ナラティブ更新 • Sep 03

2382: Index Exit And Upcoming Governance Events Will Support Future Upside

Analysts have trimmed their price target for Sunny Optical Technology (Group) to HK$110.11 from HK$117.84, reflecting updated assumptions for slightly lower revenue growth, a softer profit margin profile, and a small adjustment to the discount rate and future P/E. What's in the News Sunny Optical Technology (Group) is scheduled to hold a board meeting on Aug 26, 2026 to consider the interim report and interim results announcement for the six months ended Jun 30, 2026, and to address other business matters.
分析記事 • Aug 28

Earnings Beat: Sunny Optical Technology (Group) Company Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Sunny Optical Technology (Group) Company Limited ( HKG:2382 ) investors will be delighted, with the company turning in...
User avatar
ナラティブ更新 • Aug 03

2382: Governance Updates And Higher Multiple Assumptions Will Support A Firmer Outlook

Analysts have raised their HK$ price target for Sunny Optical Technology (Group) to HK$84.99 from HK$81.14, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Sunny Optical Technology (Group) Sunny Optical Technology (Group) held an Analyst and Investor Day, providing updated information directly to the investment community.
User avatar
ナラティブ更新 • Jul 20

2382: Index Removal Will Set Up Upside As Business Outlook Improves

Analysts have lifted their 12 month price target for Sunny Optical Technology (Group) from about HK$58.0 to roughly HK$62.6, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E levels. What’s in the News for Sunny Optical Technology (Group) Sunny Optical Technology (Group) is scheduled to host an Analyst/Investor Day, providing management an opportunity to update the market on the business and capital allocation plans.
User avatar
ナラティブ更新 • Jul 06

2382: Index Exit And Governance Reset May Support Future Upside

Analysts have lifted their fair value estimate for Sunny Optical Technology (Group) from HK$110.63 to HK$117.84, citing updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News for Sunny Optical Technology (Group) Sunny Optical Technology (Group) held an Analyst/Investor Day, giving the market an opportunity to hear updated views from management on the business and outlook.
User avatar
ナラティブ更新 • Jun 22

2382: Index Removal And Higher Risk Assumptions Will Pressure Earnings Recovery

Analysts have increased their price target for Sunny Optical Technology (Group) to HK$57.98 from HK$57.30, reflecting updated assumptions around discount rates, revenue growth and future P/E, along with a slightly revised profit margin outlook. What's in the News Sunny Optical Technology (Group) has been removed from the Hang Seng China Enterprises Index, according to index constituent changes.
User avatar
ナラティブ更新 • Jun 06

2382: Dividend Policy And Governance Reforms Will Shape A Steady Forward Outlook

Analysts have made a small upward adjustment to their fair value estimate for Sunny Optical Technology (Group) to HK$81.14 from HK$80.78. This change reflects only marginal tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E.
分析記事 • May 25

We Ran A Stock Scan For Earnings Growth And Sunny Optical Technology (Group) (HKG:2382) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
User avatar
ナラティブ更新 • May 22

2382: Dividend Stability And Governance Changes Will Shape A More Balanced Outlook

Analysts have trimmed their price target for Sunny Optical Technology (Group) to HK$80.78 from HK$87.15 as they factor in updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve the draft annual report and annual results for the year ended December 31, 2025, consider a final dividend recommendation, and address other business (Key Developments).
User avatar
ナラティブ更新 • Apr 29

2382: Slower Revenue And Margin Assumptions Will Temper Earnings Recovery Outlook

Analysts have lowered their fair value estimate for Sunny Optical Technology (Group) from HK$62.19 to HK$57.30, citing updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve the draft annual report and annual results for the year ended December 31, 2025, and to consider a final dividend recommendation (company announcement).
User avatar
ナラティブ更新 • Apr 14

2382: 2025 Profit Guidance And Dividend Outlook May Support Future Upside

Analysts have reset their price target on Sunny Optical Technology (Group) to HK$110.63 from HK$135.23, citing updated assumptions on revenue growth, profit margin, and a lower future P/E multiple. What's in the News Declared an annual dividend of HK$1.2060 per share, with ex date on June 5, 2026, record date on June 8, 2026, and payment on June 26, 2026 (company announcement).
User avatar
ナラティブ更新 • Mar 31

2382: Share Repurchases And Strong Profit Outlook Will Support Price Momentum

Analysts have trimmed their price target for Sunny Optical Technology (Group) to HK$87.15 from HK$98.46, citing updated assumptions for slightly lower revenue growth, a marginally softer profit margin and a reduced future P/E multiple. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve the draft annual report and annual results for the year ended December 31, 2025, to consider a potential final dividend, and to handle other business (Key Developments).
User avatar
ナラティブ更新 • Mar 17

2382: Earnings Recovery And Buybacks Will Support A Balanced Forward Outlook

Analysts have lowered their price target for Sunny Optical Technology (Group) by about HK$0.31. This reflects slightly adjusted assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations.
User avatar
ナラティブ更新 • Mar 03

2382: Earnings Upside And Buybacks Will Support A More Constructive Outlook

Analysts have lifted their price target for Sunny Optical Technology (Group) slightly to HK$62.49 from HK$61.97, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Board meeting scheduled for March 30, 2026, to review and approve the draft annual report and annual results for the year ended December 31, 2025, consider a potential final dividend, and address other business ("Board Meeting").
User avatar
ナラティブ更新 • Feb 17

2382: Earnings Guidance And Share Repurchases Will Shape A Balanced Outlook

Analysts have nudged their price target for Sunny Optical Technology (Group) slightly higher to HK$61.97 from HK$61.30, reflecting updated assumptions around marginally stronger revenue, a modestly higher profit margin, and a slightly lower future P/E multiple. What's in the News Management issued earnings guidance for 2025, with profit attributable to owners of the company projected at about RMB 4,588.6 million to RMB 4,723.5 million, compared with approximately RMB 2,699.2 million for 2024 (company guidance).
User avatar
ナラティブ更新 • Feb 03

2382: 2025 Profit Guidance And Share Buybacks May Support Future Upside

Analysts have nudged their fair value estimate for Sunny Optical Technology (Group) slightly lower from HK$136.44 to HK$135.23, reflecting updated assumptions for revenue growth, profit margins, and a higher expected future P/E multiple. What's in the News Sunny Optical issued earnings guidance for the year to 31 December 2025, indicating an expected profit attributable to owners of approximately RMB 4,588.6 million to RMB 4,723.5 million, compared with approximately RMB 2,699.2 million for 2024 (company guidance).
User avatar
ナラティブ更新 • Jan 19

2382: Share Repurchases And Updated Assumptions Will Shape A Measured Outlook

Analysts have cut their price target for Sunny Optical Technology (Group) from HK$68.46 to HK$61.30, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Sunny Optical Technology (Group) Company Limited (SEHK:2382) commenced share repurchases on January 8, 2026, under a shareholder mandated buyback program approved at the May 27, 2025 Annual General Meeting (Key Developments).
分析記事 • Jan 06

Are Investors Undervaluing Sunny Optical Technology (Group) Company Limited (HKG:2382) By 29%?

Key Insights Sunny Optical Technology (Group)'s estimated fair value is HK$95.31 based on 2 Stage Free Cash Flow to...
User avatar
ナラティブ更新 • Jan 05

2382: Slightly Higher Fair Value Will Support Positive Price Momentum

Analysts have nudged their price target for Sunny Optical Technology (Group) slightly higher to reflect a modest increase in estimated fair value, supported by small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair value: adjusted slightly higher, from HK$98.06 to HK$98.46.
User avatar
ナラティブ更新 • Dec 14

2382: Modestly Stronger Margins May Support Future Share Price Upside

Analysts have raised their price target for Sunny Optical Technology (Group) slightly, to approximately HK$136 from about HK$133, citing modestly stronger expectations for revenue growth and profit margins, despite a marginally higher discount rate and slightly lower future P/E assumptions. Valuation Changes Fair Value: Raised slightly from around HK$133.17 to approximately HK$136.44, reflecting a modest uplift in the intrinsic value estimate.
分析記事 • Dec 08

Sunny Optical Technology (Group) (HKG:2382) Is Reinvesting At Lower Rates Of Return

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
User avatar
ナラティブ更新 • Nov 28

2382: Marginal Profit Margin Changes Will Support Positive Price Momentum

Analysts have slightly reduced their price target for Sunny Optical Technology (Group), lowering it from $99.98 to $98.06. This change is based on minor adjustments to revenue growth and profit margin estimates.
分析記事 • Oct 24

Is Sunny Optical Technology (Group) (HKG:2382) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Oct 07

Sunny Optical Technology (Group) Company Limited (HKG:2382) Not Lagging Market On Growth Or Pricing

Sunny Optical Technology (Group) Company Limited's ( HKG:2382 ) price-to-earnings (or "P/E") ratio of 27.3x might make...
User avatar
ナラティブ更新 • Aug 27

ADAS And XR Systems Will Transform Global Industry Trends

The consensus price target for Sunny Optical Technology (Group) has been revised upward, reflecting improved investor sentiment driven by higher projected profitability and an increase in forward valuation multiples, with the fair value estimate rising from HK$96.07 to HK$99.68. What's in the News Board meeting scheduled to review and approve the draft interim report and interim results announcement for the six months ended 30 June 2025, and to consider other business matters.
User avatar
新しいナラティブ • Feb 09

Adoption Of AI Features In Smartphones Will Boost Demand For Advanced Optical Components

Strategic expansion in XR and automotive optics, bolstered by significant new orders, is set to drive revenue and earnings growth.

株主還元

2382HK ElectronicHK 市場
7D-2.0%-0.6%-2.9%
1Y-15.1%8.8%-6.2%

業界別リターン: 2382過去 1 年間で8.8 % の収益を上げたHong Kong Electronic業界を下回りました。

リターン対市場: 2382は、過去 1 年間で-6.2 % のリターンを上げたHong Kong市場を下回りました。

価格変動

Is 2382's price volatile compared to industry and market?
2382 volatility
2382 Average Weekly Movement7.7%
Electronic Industry Average Movement9.4%
Market Average Movement7.6%
10% most volatile stocks in HK Market15.1%
10% least volatile stocks in HK Market3.6%

安定した株価: 2382 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: 2382の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
198434,393Wenjie Wangwww.sunnyoptical.com

投資持株会社であるサニー光科技(集団)有限公司は、光学および光学関連製品、科学機器の設計、研究、開発、製造、販売を行っている。光学部品、オプトエレクトロニクス製品、光学機器の各セグメントで事業を展開している。光学部品事業では、車両用レンズセットおよび車両用光検出・測距用光学部品、携帯電話用レンズセット、デジタルカメラ用ガラス球面・非球面レンズ、その他光学部品を提供している。オプトエレクトロニクス製品部門は、XRビジュアルモジュール、スマートガラスカメラモジュール、ロボットビジョンサブシステム、ハンドセットカメラモジュール、その他のオプトエレクトロニクス製品を提供しています。光学機器部門は、インテリジェント機器と顕微鏡を提供している。また、携帯電話製品とソリューション、自動車用レンズ、ヘッドライト、HUD、LiDAR、光学素子、自動車用カメラモジュール、アクティブセーフティ警告システム、赤外線サーマルイメージングレンズ、監視レンズ、テレビ会議用レンズ、携帯電話部品検査装置、自動車用カメラモジュール製造装置などを提供している。また、ライフサイエンス、工業検査、冶金、偏光、実体顕微鏡機器、画像解析ソフトウェア、AR/VR光学部品・センサー、システムモジュール、位置・認識システム、微生物・病理医療検査機器などを提供している。さらに、赤外線技術の研究開発、輸出入代行サービスにも携わっている。同社は中国、アジア、ヨーロッパ、北米、そして国際的に事業を展開している。サニー光科技(集団)有限公司は1984年に設立され、中国の余姚に本社を置く。

Sunny Optical Technology (Group) Company Limited 基礎のまとめ

Sunny Optical Technology (Group) の収益と売上を時価総額と比較するとどうか。
2382 基礎統計学
時価総額HK$74.34b
収益(TTM)HK$5.61b
売上高(TTM)HK$53.17b
13.2x
PER(株価収益率
1.4x
P/Sレシオ

2382 は割高か?

公正価値と評価分析を参照

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
2382 損益計算書(TTM)
収益CN¥45.48b
売上原価CN¥36.59b
売上総利益CN¥8.89b
その他の費用CN¥4.09b
収益CN¥4.80b

直近の収益報告

Jun 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)4.46
グロス・マージン19.55%
純利益率10.56%
有利子負債/自己資本比率19.9%

2382 の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.8%
現在の配当利回り
24%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/09/13 05:13
終値2026/09/11 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Sunny Optical Technology (Group) Company Limited 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50

アナリスト機関
Hsin-Shan GaiBarclays
Hanxu WangBernstein
Kexin ZhuBofA Global Research

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