Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong's Apple-related stocks, driven by the anticipation of a potential upgrade cycle for iPhone users as new models are released [1] - Wedbush analysts estimate that approximately 315 million out of 1.5 billion global iPhone users have not upgraded their devices in over four years, indicating a substantial upgrade opportunity for Apple [1] - Analysts suggest that Apple's focus on product efficiency, along with innovative redesigns and practical new features, may lead the company into a "super upgrade cycle" within the next 12 to 18 months [1] Group 2 - Tianfeng Securities expresses optimism regarding investment opportunities in edge AI, supported by favorable policies and the influence of major players, with Apple's recent developments showcasing its commitment to innovation in edge AI products [1] - The report indicates that Apple's advancements in edge AI could exceed expectations in terms of user experience and sales, prompting a recommendation to pay attention to the Apple supply chain [1]

Group 1 - The company, Beilong Precision (301567), provides structural components such as lens tubes, isolation rings, pressure rings, lens seats, bases, carriers, shielding covers, and VCM motors for leading enterprises in the smartphone sector, including Sunny Optical, Amphenol, Samsung Electro-Mechanics, and TDK Group [1] - The products are widely used in smartphones operating on both Android and iOS systems [1]

SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜宇光學科技（集團）有限公司 (Incorporated in the Cayman Islands with limited liability ) ( 於開曼群島註冊成立的有限公司 ) (Stock Code: 2382.HK) (股份代號：2382.HK) 各位非登記股東(1)： 舜宇光學科技（集團）有限公司（「本公司」） 載有二零二五中期報告（「本次公司通訊文件」）之發佈通知 本公司的本次公司通訊文件的中、英文版本已上載於本公司網站(www.sunnyoptical.com)及香港聯合交易所有限公司(「聯交 所」)網站(www.hkexnews.hk)（「網上版本」），歡迎瀏覽。請使用 Adobe® Reader®在本公司網站主頁「投資者關係」一欄內 或在聯交所網站開啟並瀏覽有關文件。 如 閣下欲收取本次公司通訊文件或 閣下若因任何理由以致在收取或接收載於本公司網站上的公司通訊（「公司通訊」(2)）文件出現 困難，本公司將於接到 閣下通知後，盡快向 閣下免費發送公司通訊文件之印刷本；請 閣下以書面方式並使 ...

SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜宇光學科技（集團）有限公司 (Incorporated in the Cayman Islands with limited liability ) ( 於開曼群島註冊成立的有限公司 ) (Stock Code: 2382.HK) (股份代號：2382.HK) 各位登記股東： 舜宇光學科技（集團）有限公司（「本公司」） 載有二零二五中期報告（「本次公司通訊文件」）之發佈通知 本公司的本次公司通訊文件的中、英文版本已上載於本公司網站(www.sunnyoptical.com)及香港聯合交易所有限公司(「聯交 所」)網站(www.hkexnews.hk)（「網上版本」），歡迎瀏覽，或按安排附上本次公司通訊文件之印刷本（如適用）。請使用 Adobe® Reader®在本公司網站主頁「投資者關係」一欄內或在聯交所網站開啟並瀏覽有關文件。 如 閣下欲收取本次公司通訊文件之另一語言印刷本（而非先前向本公司提出之語言印刷本），或 閣下若因任何理由以致在 收取或接收載於本公司網站上的本次公司通訊文件出現困難，本公司將於接到 閣 ...

Sunny Optical Technology (Group) Company Limited 舜宇光學科技（ 集團) 有限公司 2025 Interim Report 中報 Interim Report 2025 中報 CONTENTS 目錄 2 Corporate Profile 公司簡介 3 Financial Summary 財務概要 4 Management Discussion and Analysis 管理層討論與分析 28 Other Information 其他資料 46 Report on Review of Condensed Consolidated Financial Statements 簡明綜合財務報表審閱報告 48 Condensed Consolidated Statement of Profit or Loss and Other Comprehensive Income 簡明綜合損益及其他全面收益表 50 Condensed Consolidated Statement of Financial Position 簡明綜合財務狀況表 52 Condensed Conso ...

手机镜头出货量环比上升17.0%，主要是因为客户端的需求有所提升。 舜宇光学科技(02382)发布公告，于2025年8月，手机镜头出货量为约1.15亿件，环比增加17%，同比减 少7.1%;车载镜头出货量为1006.7万件，环比减少11.3%，同比增加19.3%。手机摄像模组出货量为4210.3 万件，环比减少1.2%，同比增加6.3%。 车载镜头出货量同比上升19.3%，主要是因为客户端的需求有所提升;环比下降11.3%，主要是因为应客 户需求，部分产品延迟至次月出货。 ...

Core Viewpoint - Sunny Optical Technology announced an increase in mobile lens shipments in August, indicating a rise in client demand, while automotive lens shipments experienced a decline due to delayed product deliveries [1] Group 1: Mobile Lens Shipments - The company reported mobile lens shipments of 115 million units in August, representing a month-on-month increase of 17.0% [1] - The increase in mobile lens shipments is attributed to improved client demand [1] Group 2: Automotive Lens Shipments - Automotive lens shipments totaled 10.067 million units, reflecting a month-on-month decrease of 11.3% [1] - The decline in automotive lens shipments is primarily due to the postponement of certain products to the next month based on client requests [1]

Summary of Key Points Core Viewpoint - Sunny Optical Technology announced its shipment volumes for various optical products, indicating mixed performance across different segments for August 2025. Group 1: Mobile Lens Shipments - Mobile lens shipments are projected to reach 115 million units, representing a 17.0% increase month-on-month but a 7.1% decrease year-on-year [1] Group 2: Automotive Lens Shipments - Automotive lens shipments totaled 10.067 million units, showing an 11.3% decrease month-on-month but a 19.3% increase year-on-year [1] Group 3: Other Lens Shipments - Shipments of other lenses amounted to 9.081 million units, reflecting a 15.6% decrease month-on-month and a 30.9% decrease year-on-year [1] Group 4: Mobile Camera Module Shipments - Mobile camera module shipments reached 42.103 million units, with a 1.2% decrease month-on-month but a 6.3% increase year-on-year [1] Group 5: Other Optoelectronic Products - Other optoelectronic products saw shipments of 5.702 million units, which is a 30.9% increase month-on-month but a 4.3% decrease year-on-year [1] Group 6: Microscopy Instrument Shipments - Microscopy instrument shipments increased to 20,243 units, marking a significant 57.3% increase month-on-month and a 45.1% increase year-on-year [1]

Core Viewpoint - Sunny Optical Technology (02382) reported its lens shipment data for August 2025, indicating mixed performance across different product categories [1] Group 1: Mobile Lens Shipments - The mobile lens shipment volume reached approximately 115 million units, representing a 17% increase month-on-month but a 7.1% decrease year-on-year [1] - The month-on-month increase in mobile lens shipments is attributed to improved client demand [1] Group 2: Automotive Lens Shipments - The automotive lens shipment volume was 10.067 million units, showing an 11.3% decrease month-on-month but a 19.3% increase year-on-year [1] - The year-on-year growth in automotive lens shipments is also due to increased client demand, while the month-on-month decline is primarily due to delays in shipping some products to the next month based on client requests [1] Group 3: Camera Module Shipments - The shipment volume for mobile camera modules was 42.103 million units, reflecting a 1.2% decrease month-on-month and a 6.3% increase year-on-year [1]

Core Insights - Sunny Optical Technology (02382.HK) reported its shipment volumes for major products as of August 2025, indicating mixed performance across different segments [1] Optical Components Division - Glass spherical lens shipments reached 3.062 million units, reflecting a month-on-month increase of 15.1% but a year-on-year decrease of 2.4% [1] - Mobile lens shipments totaled 115 million units, with a month-on-month increase of 17.0% and a year-on-year decrease of 7.1% [1] - Automotive lens shipments were 10.067 million units, showing a month-on-month decrease of 11.3% but a year-on-year increase of 19.3% [1] - Other lens shipments amounted to 9.081 million units, with a month-on-month decrease of 15.6% and a year-on-year decrease of 30.9% [1] Optoelectronic Products Division - Mobile camera module shipments reached 42.103 million units, reflecting a month-on-month decrease of 1.2% but a year-on-year increase of 6.3% [1] - The increase in mobile lens shipments is attributed to improved client demand [1] - The year-on-year growth in automotive lens shipments is also due to increased client demand, while the month-on-month decline is linked to the postponement of some products to the next month based on customer requests [1]