According to a report released by Lyon, Shunyu Optics will hold its annual investors day event at 4:30 pm today. According to the press conference materials uploaded at noon, the company will discuss the theme of Edge-side AI Development and predict global smart phone sales this year, which will increase from the estimated annual growth rate of 1.8% at the beginning of the year to 3.5%. The report believes that the AI mobile phone theme and optimistic market prospects are positive driving forces for Shunyu's stock price and the entire consumer electronics industry. The report pointed out that the company's Investor Day attracted attention from outsiders and Lenovo, especially under the recent trend of industry profit margin recovery and the emerging AI mobile phone theme. It is estimated that the company's content will focus on business fundamentals, and it is unlikely to change its shipping volume and profit guidance. The rating is "buy", and the target price in 12 months is HKD57.
里昂：予舜宇“买入”评级 AI手机及较乐观市场前景对消费电子行业是正面推动力
Lyon: gives a 'buy' rating to Shunyu. AI phones and optimistic market prospects are positive driving forces for the consumer electronics industry.
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