Taiwan Stocks Jump Over 800 Points as Optical Stocks Strengthen Together
Taiwan stocks opened higher and moved up today (28th), opening up 306.56 points at 46402.79 points, and reaching an intraday high of 47332.18 points. As of 12:35 p.m., it was temporarily reported at 46913.09 points, up 816.86 points, or 1.77%, maintaining a strong pattern. Optical component concept stocks rose together, with leading manufacturer Largan Precision (3008) temporarily reported at NT$6,325, up 5.42%; indicator stock Asia Optical (3019) temporarily reported at NT$132, up 0.76%; Advanced Optics (3362) temporarily reported at NT$161.5, up 3.86%; Genius Electronic Optical (3406) temporarily reported at NT$1,330, hitting limit-up, with buying in the sector clearly returning and becoming one of the focuses of the market.
Zhongyang Optics Targets Drone Lenses, Hits Limit-Up
Optical mold maker Zhongyang Optics (6668) has made progress in deploying drone application lenses, and related shipments are expected to continue increasing, with the revenue share from drones in the second half expected to rise to 8% to 10%, a sharp increase from 5% in the first half. Looking ahead, Zhongyang Optics said that with continued expansion of drone and automotive lens businesses and gradual commissioning of new overseas plants, second-half operations are expected to be better than the first half, with a full-year target of double-digit growth. Spurred by the news, Zhongyang Optics surged straight up in intraday trading today, touching limit-up, temporarily reported at the limit-up price of NT$57.9, up NT$5.2. Among other stocks, Lianyi Optical (3441) was temporarily reported at NT$200.5, up 2.30%; Young Optics (3504) was temporarily reported at NT$70.7, up 6.00%; Ledilink Optics (5230) was temporarily reported at NT$27.6, also hitting limit-up.
Kinko Optical Rebounds and Retakes NT$100 Mark
Kinko Optical (6209) benefited from increased demand for far-infrared lenses, with consolidated revenue for the first three quarters reaching NT$4.164 billion, up 71.39% year-on-year, hitting a record high for the same period. However, the stock price recently pulled back after hitting limit-up on the 20th, falling out of the NT$100 level last Thursday (22nd), and had dropped 15.54% for three consecutive days. Driven by the strong surge in Taiwan stocks today, it stopped falling and moved up, reaching an intraday high of NT$103, up 8.87%, and is currently temporarily reported at NT$101, up 6.77%, returning above the NT$100 mark and successfully stopping the bleeding. Whether it can hold steady remains a market focus. Investors should still watch for chasing-high risks in their operations and carefully assess their holdings.
Most of 28 Optical Stocks Close Higher, Funds Focus on Lens Supply Chain
According to the 28 optical component or assembly electronics stocks listed by "Yahoo! Stock Market," intraday limit-up stocks included Genius Electronic Optical (3406) temporarily reported at NT$1,330, Ledilink Optics (5230) temporarily reported at NT$27.6, and Zhongyang Optics (6668) temporarily reported at NT$57.9, a total of 3 stocks. Stocks up over 3% intraday included Sinpro (6560) up 3.64%, Advanced Optics (3362) up 3.86%, Calin (4976) up 4.21%, New Giant Technology (3630) up 4.33%, Meichianguang (6915) up 4.55%, Largan Precision (3008) up 5.42%, Young Optics (3504) up 6.00%, Zemi (6742) up 6.42%, and Kinko Optical (6209) up 6.77%. Overall, funds clearly focused on lens-related supply chains, with sharp short-term gains. Investors should make independent judgments, carefully assess risks, and bear their own investment risks.