Sunny Optical Technology (Group) Company Limited

SEHK:2382 株式レポート

時価総額：HK$73.7b

Sunny Optical Technology (Group) 将来の成長

Future 基準チェック /26

Sunny Optical Technology (Group)利益と収益がそれぞれ年間7.3%と9.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.4% 7.1%なると予測されています。

主要情報

7.3%

収益成長率

7.14%

EPS成長率

Electronic 収益成長20.5%
収益成長率9.1%
将来の株主資本利益率14.41%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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").
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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...
分析記事 • Sep 04

Some Investors May Be Worried About Sunny Optical Technology (Group)'s (HKG:2382) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
ナラティブの更新 • 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.
分析記事 • Aug 14

Estimating The Fair Value Of Sunny Optical Technology (Group) Company Limited (HKG:2382)

Key Insights The projected fair value for Sunny Optical Technology (Group) is HK$84.57 based on 2 Stage Free Cash Flow...
分析記事 • Jul 30

Should You Think About Buying Sunny Optical Technology (Group) Company Limited (HKG:2382) Now?

Let's talk about the popular Sunny Optical Technology (Group) Company Limited ( HKG:2382 ). The company's shares led...
分析記事 • Jun 30

We Think Sunny Optical Technology (Group) (HKG:2382) Can Manage Its Debt With Ease

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
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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.

業績と収益の成長予測

SEHK:2382 - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202858,0335,7834,6189,11712
12/31/202751,0514,6824,6767,04121
12/31/202646,1484,0294,0126,56623
12/31/202543,2294,6393,1496,079N/A
9/30/202541,1583,9532,0994,912N/A
6/30/202539,0863,2661,0493,744N/A
3/31/202538,6902,9831,1223,600N/A
12/31/202438,2942,6991,1953,455N/A
9/30/202437,2792,2201,1853,567N/A
6/30/202436,2631,7421,1743,679N/A
3/31/202433,9721,4216763,172N/A
12/31/202331,6811,0991772,664N/A
9/30/202331,0931,2932,1294,762N/A
6/30/202330,5041,4874,0816,860N/A
3/31/202331,8501,9474,1727,119N/A
12/31/202233,1972,4084,2647,377N/A
9/30/202233,9163,0333,7636,766N/A
6/30/202234,6353,6583,2626,154N/A
3/31/202236,0664,3233,8266,567N/A
12/31/202137,4974,9884,3906,979N/A
9/30/202138,2345,3994,8457,265N/A
6/30/202138,9715,8115,3017,552N/A
3/31/202138,4875,3414,8727,356N/A
12/31/202038,0024,8724,4437,160N/A
9/30/202039,5704,5903,2386,334N/A
6/30/202041,1384,3092,0325,507N/A
3/31/202039,4934,1501,7785,084N/A
12/31/201937,8493,9911,5254,662N/A
9/30/201933,6903,367N/A4,394N/A
6/30/201929,5302,742N/A4,127N/A
3/31/201927,7312,617N/A3,847N/A
12/31/201825,9322,491N/A3,568N/A
9/30/201825,1212,706N/A3,013N/A
6/30/201824,3112,922N/A2,457N/A
3/31/201823,3392,912N/A2,447N/A
12/31/201722,3662,902N/A2,436N/A
9/30/201720,5502,433N/A2,120N/A
6/30/201718,7341,965N/A1,804N/A
3/31/201716,6731,618N/A1,710N/A
12/31/201614,6121,271N/A1,616N/A
9/30/201613,2831,095N/A1,373N/A
6/30/201611,955919N/A1,131N/A
3/31/201611,325840N/A1,416N/A
12/31/201510,696762N/A1,701N/A
9/30/20159,969689N/A1,529N/A
6/30/20159,242617N/A1,357N/A

アナリストによる今後の成長予測

収入対貯蓄率: 2382の予測収益成長率 (年間7.3% ) は 貯蓄率 ( 3% ) を上回っています。

収益対市場: 2382の収益 ( 7.3% ) Hong Kong市場 ( 12.5% ) よりも低い成長が予測されています。

高成長収益: 2382の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 2382の収益 ( 9.1% ) Hong Kong市場 ( 8.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: 2382の収益 ( 9.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 2382の 自己資本利益率 は、3年後には低くなると予測されています ( 14.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 11:45
終値2026/05/22 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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 23 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。48

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