Understanding the Market | SUNNY OPTICAL rose over 5% in the afternoon as Apple is researching seven models of AI glasses, with the company proactively laying out its XR business

SUNNY OPTICAL rose over 5% in the afternoon, and as of the time of writing, it was up 4.59%, trading at HKD 70.65, with a transaction volume of HKD 612 million. In terms of news, well-known Apple analyst Ming-Chi Kuo stated that Apple plans not to launch any new head-mounted devices in 2026, but will gradually release multiple products starting in 2027. Among them, smart glasses similar to Ray-Ban are expected to have a shipment volume of 3 to 5 million units or more in 2027, which is expected to drive the entire smart glasses market to exceed 10 million units shipped in 2027. Huatai Securities previously released a research report stating that SUNNY OPTICAL believes that MR and smart glasses shipments are expected to reach 50 million units by 2030, with the company's optical products accounting for 40-60%/40%-70% of the single-unit value of MR/smart glasses. The institution believes that the company has formed a comprehensive layout covering the entire XR field from components to modules with its lens modules, optical machines, and optical waveguides. In the robotics field, the company has transformed from a visual solution provider to a vision-based system solution provider, achieving full coverage of modules, modules, and system solutions, with hand orders exceeding RMB 2 billion, and is optimistic about the continuous increase in the revenue share of XR and robotics businesses