Guosen Securities: Maintains a "Outperform" rating for Sunway Optoelectronics Technology (02382.HK) as improved product structure drives profitability growth.

date
17/09/2025
According to the China Securities app, Guotai Junan Securities released a research report stating that it maintains a "outperform" rating for Sunway Optoelectronics Technology (02382.HK), optimistic about the profit improvement brought by the upgrade of the intelligent smartphone product structure, as well as the rapid development of automotive optics and emerging optics fields. It is expected that the net profit attributable to the mother company for 2025-2027 will be 37.30/43.33/50.66 billion yuan (previous values were 34.62/41.24/48.69 billion yuan), with corresponding PE ratios of 22.3/19.2/16.4 times for the current stock price.