Sunny Optical Technology (Group) Company Limited

SEHK:2382 주식 리포트

시가총액: HK$73.7b

Sunny Optical Technology (Group) 향후 성장

Future 기준 점검 2/6

Sunny Optical Technology (Group) (는) 각각 연간 7.3% 및 9.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.4% 로 예상됩니다.

핵심 정보

7.3%

이익 성장률

7.14%

EPS 성장률

Electronic 이익 성장20.5%
매출 성장률9.1%
향후 자기자본이익률14.41%
애널리스트 커버리지

Good

마지막 업데이트07 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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").
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.

이익 및 매출 성장 예측

SEHK:2382 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: 2382 의 연간 예상 수익 증가율(7.3%)이 saving rate(3%)보다 높습니다.

수익 vs 시장: 2382 의 연간 수익(7.3%)이 Hong Kong 시장(12.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 2382 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 2382 의 수익(연간 9.1%)이 Hong Kong 시장(연간 8.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 2382 의 수익(연간 9.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: 2382의 자본 수익률은 3년 후 14.4%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 06:49
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Sunny Optical Technology (Group) Company Limited는 48명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Hsin-Shan GaiBarclays
Hanxu WangBernstein
Kexin ZhuBofA Global Research