According to Lyon's report, Sunny Optical Technology Group (02382.HK) will hold its annual investor day event at 4:30 p.m. today. According to the press conference materials uploaded at noon, the company will discuss the theme of edge-side AI development, and the company's global smart phone sales forecast for this year will increase from the estimated year-on-year growth of 1.8% at the beginning of the year to 3.5%. The bank believes that the AI phone theme and optimistic market prospects are a positive driving force for Sunny Optical's stock price and the entire consumer electronics industry.

The report pointed out that the company's investor day has attracted external attention and expectations, especially under the trend of industry profit margin recovery in recent times, and the emerging AI phone theme. It is estimated that the content released by the company will focus on the business foundation. The bank holds a "buy" rating on the company and a target price of 57 yuan in 12 months.

Mobile device stocks generally performed well today. Sunny Optical Technology Group was up to 52.7 yuan and is currently at 51.5 yuan, up 3.52%, with a trading volume of 20.7928 million shares, involving 1.077 billion yuan. AAC Technologies Holdings Inc. (02018.HK) is currently at 32.45 yuan, up 2.69%, with a trading volume of 9.9907 million shares, involving 326 million yuan.