On May 21, 2026, Sunny Optical (02382) experienced an impressive intra-day surge of over 6%, with its share price climbing to HK$67 and turnover reaching HK$814 million. According to a research report by Guosheng Securities, the transmission rates of optical connections in traditional data centers are undergoing rapid upgrades. Concurrently, the ratio of optical modules to XPUs is steadily increasing, signaling significant growth prospects for the optical interconnects sector. Sunny Optical has formed a strategic joint venture with Kunyou Optoelectronics, dedicated to the research, development, and promotion of cutting-edge products such as wafer-level optical chips and high-speed optical links for optical communications. By leveraging its accumulated expertise in nanoscale ultra-precision manufacturing and million-level yield management, honed in the mobile phone lens sector, Sunny Optical has successfully tackled the core challenges of optical path alignment and coupling in silicon photonics technology. This has been achieved by applying these capabilities to the optical communications field. At present, Sunny Optical's products have undergone sampling and verification by leading domestic optical module manufacturers, including InnoLight, TFC Communication, and Accelink Technologies, as well as top-tier overseas clients such as NVIDIA and Broadcom.
