Core Viewpoint - Sunny Optical Technology (02382) reported a decline in mobile lens shipments for December 2025, with a total of 95.592 million units, representing a 20% decrease quarter-on-quarter and an 8.9% decrease year-on-year [1] Group 1: Mobile Lens Shipments - Mobile lens shipments totaled 95.592 million units, down 20% quarter-on-quarter and down 8.9% year-on-year [1] - The decline in mobile lens shipments is attributed to clients' inventory management at year-end [1] Group 2: Automotive Lens Shipments - Automotive lens shipments reached 7.477 million units, showing a 40.8% decrease quarter-on-quarter but a 17.7% increase year-on-year [1] - The year-on-year growth in automotive lens shipments is due to increased client demand, while the quarter-on-quarter decline is influenced by the Christmas holiday impact on clients [1] Group 3: Mobile Camera Module Shipments - Mobile camera module shipments amounted to 37.744 million units, reflecting a 9% decrease quarter-on-quarter and a 29.3% decrease year-on-year [1] - The year-on-year decline in mobile camera module shipments is primarily due to a high base effect from the previous year, which was driven by client demand [1]

自願公告 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表明概不會就本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜 宇 光 學 科 技（ 集 團 ）有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：2382.HK） 本公告乃由舜宇光學科技（集團）有限公司（「本公司」）自願刊發。 本公司董事（「董事」，各為一名「董事」）會（「董事會」）謹此宣佈，因現行的月度 出貨量自願性公告可能無法反映公司實際運營情況，本公司決定此後將不再發佈 月度出貨量自願性公告。 本公司於2025年12月各主要產品出貨量詳細如下： 光學零件 | | 2025年12月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （千件） | (%) | (%) | | 玻璃球面鏡片 | 3,532 | +39.3% | +140.4% | | 手機鏡頭1 | 95,592 | -20.0 ...

Group 1 - The core point of the article is the recent changes in the ownership structure of Sunyu Aolai Micro-Nano Optics (Shanghai) Co., Ltd, with GoerTek Optical Technology Co., Ltd becoming the sole shareholder [1] - The original shareholders, including Ningbo Sunyu Aolai Technology Co., Ltd and two investment partnerships, have exited the company [1] - The company was established in December 2022 with a registered capital of 773 million RMB, focusing on the manufacturing and sales of optical instruments and optical glass [1] Group 2 - Ye Lianong has stepped down as the legal representative, with Rao Yi taking over the position [1] - There have been changes in some key personnel within the company [1] - A similar ownership change occurred previously in Sunyu Aolai Optoelectronic Information Technology (Shanghai) Co., Ltd, where GoerTek Optical Technology Co., Ltd also became the sole shareholder [1]

Group 1: Hang Seng Index and Market Overview - The Hang Seng Index (HSI) closed at 26,149 points, continuing its downward trend, although it showed slight recovery towards the end of the trading day [1] - Investors are divided, with some anticipating a small rebound while others are holding bearish certificates, expecting the index to drop back to 25,900 points [1] - Technical analysis indicates a predominance of "sell" signals, with 8 sell signals compared to 6 buy signals, suggesting caution in the current market [2] Group 2: Meituan (03690.HK) - Meituan's stock price closed at 101 HKD, with concerns about potential declines to 96 HKD if it breaks the support level of 97.1 HKD [8] - The stock is currently showing a neutral signal with no clear upward or downward trend, as buy and sell signals are roughly equal [8][11] Group 3: Bilibili (09626.HK) - Bilibili's stock price closed at 216.6 HKD, showing resilience by rising slightly despite the overall market decline [13] - Technical signals indicate a majority of sell signals (9) compared to buy signals (4), with a support level around 202 HKD [13] Group 4: Sunny Optical Technology (02382.HK) - Sunny Optical's stock closed at 63.85 HKD, nearing the lower boundary of the Bollinger Bands, with increasing volume during the decline [16] - The technical summary shows a majority of buy signals (10) against 3 sell signals, suggesting potential for a rebound [20] Group 5: SMIC (00981.HK) - SMIC's stock price closed at 74.95 HKD, with a neutral technical signal indicating no clear direction [22] - Support is around 70 HKD, while resistance is at approximately 79.5 HKD, suggesting a wait-and-see approach for investors [22] Group 6: BYD (01211.HK) - BYD's stock continued to decline, closing lower but with reduced trading volume compared to the previous day, indicating a potential stabilization [31] - The short-term trading range is estimated between 91.5 HKD and 97.8 HKD, providing a reference for investors [31]

Core Viewpoint - Sunny Optical Technology (02382.HK) is experiencing a significant divergence in market evaluation following its announcement to consider spinning off its automotive business, with a potential for a short-term rebound despite recent stock price declines [1]. Group 1: Stock Performance and Market Sentiment - As of January 8, 2026, Sunny Optical's stock price closed at HKD 63.85, down 4.13% with a trading volume of HKD 1.311 billion, nearing the lower boundary of the Bollinger Bands [1]. - Major institutions, including Bank of America, Citigroup, and Morgan Stanley, maintain "Buy" or "Overweight" ratings with target prices ranging from HKD 90 to HKD 104, indicating optimism about the spin-off's potential to unlock value and accelerate growth [1]. - The latest stock price on January 9 is HKD 64.8, reflecting a rebound of 1.49% [1]. Group 2: Technical Analysis - Technical indicators suggest that Sunny Optical has entered a critical technical zone, with multiple signals indicating a potential short-term rebound [2]. - The current RSI value is at 41, with stochastic and CCI indicators showing "oversold" conditions, generating buy signals [2]. - Key resistance levels are identified at HKD 67 and HKD 70.4, while immediate support levels are at HKD 62.3 and HKD 59.6 [2]. Group 3: Derivative Products and Strategies - Recent history shows that derivative instruments have effectively captured or hedged against the downside risk of the underlying stock, with put options gaining approximately 5% during a recent decline [5]. - Investors are advised to consider call options with exercise prices around HKD 68 to 69, as these are deemed to have reasonable price ranges and align with technical resistance levels [7]. - For those concerned about market adjustments or seeking to hedge risks, put options like Huatai's with an exercise price of HKD 53.8 offer a high leverage of up to 6 times, although they are classified as deep out-of-the-money options [11].

Group 1 - On January 8, 49 Hong Kong-listed companies conducted share buybacks, totaling 32.25 million shares and an amount of HKD 1.092 billion [1] - Tencent Holdings repurchased 1.034 million shares for HKD 636 million, with a highest price of HKD 618.50 and a lowest price of HKD 610.50, bringing its total buyback amount for the year to HKD 3.178 billion [1] - Xiaomi Group-W repurchased 5 million shares for HKD 191 million, with a highest price of HKD 38.16 and a lowest price of HKD 38.04, totaling HKD 638 million in buybacks for the year [1] - Geely Automobile repurchased 3.925 million shares for HKD 67.62 million, with a highest price of HKD 17.38 and a lowest price of HKD 17.17, totaling HKD 194.59 million in buybacks for the year [1] Group 2 - The highest buyback amount on January 8 was from Tencent Holdings at HKD 636 million, followed by Xiaomi Group-W at HKD 191 million [1] - In terms of buyback quantity, Xiaomi Group-W had the highest with 5 million shares, followed by Baifeng Cloud-W and Geely Automobile with 4.15 million and 3.925 million shares respectively [1] - A detailed list of buybacks includes companies like Sunny Optical Technology and others, indicating a trend of share repurchases among various sectors [1][2]

日期 回购股数（万股） 回购最高价（港元） 回购最低价（港元） 回购金额（万港元） 2026.01.08 84.00 64.650 63.650 5389.08 舜宇光学科技回购明细 证券时报 数据宝统计，舜宇光学科技在港交所公告显示，1月8日以每股63.650港元至64.650港元的价格 回购84.00万股，回购金额达5389.08万港元。该股当日收盘价63.850港元，下跌4.13%，全天成交额 13.11亿港元。（数据宝） ...

舜宇光学科技(02382)发布公告，于2026年1月8日斥资5389.08万港元回购84万股。 ...

格隆汇1月8日丨舜宇光学科技(02382.HK)发布公告，2026年1月8日耗资5389.1万港元回购84万股，回购 价格每股63.65-64.65港元。 ...

FF305 公司名稱： 舜宇光學科技(集團)有限公司 呈交日期： 2026年1月8日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02382 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時 ...