SUNNY OPTICAL(02382)

Search documents
舜宇光学科技:7月手机镜头出货量9856.5万件,同比下降14.6%
Di Yi Cai Jing· 2025-08-08 12:39
Core Viewpoint - Sunny Optical Technology announced a decline in smartphone lens shipments for July 2025, while experiencing growth in automotive lens shipments [1] Group 1: Smartphone Lens Shipments - The company expects smartphone lens shipments to reach 98.565 million units in July 2025, representing a year-on-year decrease of 14.6% [1] Group 2: Automotive Lens Shipments - The automotive lens shipments are projected to be 11.349 million units, showing a year-on-year increase of 28.8% [1]
舜宇光学科技7月手机镜头出货量为约9856.5万件 环比增加3.7% 同比减少14.6%
Zhi Tong Cai Jing· 2025-08-08 12:31
Core Viewpoint - Sunny Optical Technology (02382) reported a mixed performance in lens shipments for July 2025, with mobile lens shipments declining year-on-year while automotive lens shipments showed significant growth [1] Mobile Lens Shipments - Mobile lens shipments reached approximately 98.565 million units, representing a quarter-on-quarter increase of 3.7% but a year-on-year decrease of 14.6% [1] - The decline in mobile lens shipments is attributed to the company's focus on mid-to-high-end projects and a significant improvement in product structure compared to the same period last year [1] Automotive Lens Shipments - Automotive lens shipments totaled 11.349 million units, with a quarter-on-quarter increase of 2.7% and a year-on-year increase of 28.8% [1] - The growth in automotive lens shipments is primarily driven by increased client demand [1] Camera Module Shipments - Camera module shipments for mobile devices amounted to 42.629 million units, reflecting a quarter-on-quarter increase of 1.7% but a year-on-year decrease of 2.9% [1]
刚刚! 舜宇光学7月销量数据出炉
Jin Rong Jie· 2025-08-08 11:32
Core Insights - Sunny Optical Technology (02382.HK), a leading player in the optical lens industry, reported its sales data for July, indicating mixed performance across different product segments [1] Smartphone Segment - The shipment volume of smartphone lenses in July reached 98.565 million units, representing a month-on-month increase of 3.7% but a year-on-year decline of 14.6% [1] - Smartphone camera module shipments totaled 42.629 million units, with a month-on-month increase of 1.7% and a year-on-year decrease of 2.9% [1] Automotive Segment - The automotive lens business showed significant growth, with July shipments reaching 11.349 million units, marking a month-on-month increase of 2.7% and a year-on-year increase of 28.8%, driven by increased client demand [1] Other Products - The shipment of glass spherical lenses was 2.66 million units, reflecting a month-on-month increase of 22.4% and a year-on-year increase of 20.1% [1] - Microscopes saw a shipment of 12,869 units, with a month-on-month decline of 23.4% and a year-on-year decline of 21.9% [1] - Other lens shipments totaled 10.761 million units, with a month-on-month increase of 3.3% and a year-on-year increase of 3.4% [1] - Other optoelectronic products had a shipment volume of 4.355 million units, showing a month-on-month decline of 1.7% and a year-on-year decline of 0.1% [1] Overall Performance - The performance in smartphone and automotive lens segments showed signs of recovery month-on-month, supported by strong sales in the smartphone and new energy vehicle markets [1]
舜宇光学科技(02382.HK)7月车载镜头出货量1134.9万件 同比增长28.8%
Ge Long Hui· 2025-08-08 09:23
格隆汇8月8日丨舜宇光学科技(02382.HK)公布2025年7月各主要产品出货量,2025年7月,于光学零件分 部,玻璃球面镜片出货量266万件,同比增长20.1%;手机镜头出货量9856.5万件,环比增长3.7%,同比 减少14.6%;车载镜头出货量1134.9万件,同比增长28.8%;其他镜头出货量1076.1万件,同比增长 3.4%。 于光电产品分部,手机摄像模组出货量4262.9万件,同比减少2.9%。 手机镜头出货量同比下降14.6%,主要是因为公司专注于中高端案子,且产品结构较去年同期显著改 善。 车载镜头出货量同比上升28.8%,主要是因为客户端的需求有所提升。 相关事件 舜宇光学科技(02382.HK)7月车载镜头出货量1134.9万件 同比增长28.8% 舜宇光学科技(02382.HK)8月19 日召开董事会会议审阅及批准中期业绩 ...
舜宇光学科技(02382)7月手机镜头出货量为约9856.5万件 环比增加3.7% 同比减少14.6%
智通财经网· 2025-08-08 08:54
手机镜头出货量同比下降14.6%,主要是因为公司专注于中高端案子,且产品结构较去年同期显著改 善。 车载镜头出货量同比上升28.8%,主要是因为客户端的需求有所提升。 智通财经APP讯,舜宇光学科技(02382)发布公告,于2025年7月,手机镜头出货量为约9856.5万件,环 比增加3.7%,同比减少14.6%;车载镜头出货量为1134.9万件,环比增加2.7%,同比增加28.8%。手机摄 像模组出货量为4262.9万件,环比增加1.7%,同比减少2.9%。 ...
舜宇光学科技(02382) - 自愿公告 - 二零二五年七月出货量
2025-08-08 08:42
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表明概不會就本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 光電產品 | | 2025年7月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | (千件) | (%) | (%) | | 手機攝像模組 | 42,629 | +1.7% | -2.9% | | 其他光電產品 | 4,355 | -1.7% | -0.1% | 光學儀器 | | 2025年7月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | (件) | (%) | (%) | | 顯微儀器 | 12,869 | -23.4% | -21.9% | 舜 宇 光 學 科 技( 集 團 )有 限 公 司 (於開曼群島註冊成立的有限公司) (股份代號:2382.HK) 自願公告 本公告乃由舜宇光學科技(集團)有 ...
港股收盘(08.07) | 恒指收涨0.69% 脑机接口概念尾盘急升 苹果概念股全天活跃
智通财经网· 2025-08-07 08:52
智通财经APP获悉,港股今早探底回升,午后涨幅有所扩大,恒生指数成功站上两万五大关。截止收 盘,恒生指数涨0.69%或171点,报25081.63点,全日成交额为2457.48亿港元;恒生国企指数涨0.55%, 报8981.73点;恒生科技指数涨0.26%,报5546.73点。 国泰海通证券指出,年初以来的中国资产重估行情中,港股整体涨幅较A股更为可观,创新药、新消 费、AI应用等方向亮点纷呈。借鉴历史上港股占优行情,该行认为本轮行情或和其中的2012-2014年具 有一定相似性,港股表现强劲源于部分资产更具稀缺性。展望未来,港股稀缺性资产基本面更优,或吸 引南下持续流入,支撑港股继续向上。 蓝筹股表现 至6%,这带来显著的正向经营杠杆、竞争减少和盈利预估的提升。尽管近期表现优异,但如果增长得 以维持,该行认为该行业估值仍偏低。 1. 苹果概念表现亮眼。截至收盘,高伟电子(01415)涨9.62%,报29.86港元;鸿腾精密(06088)涨6.91%, 报3.25港元;舜宇光学(02382)涨3.3%,报76.75港元;蓝思科技(06613)涨2.93%,报21.1港元。 美国当地时间8月6日,苹果公司宣布追 ...
港股苹果概念股集体走强,高伟电子涨超11%,瑞声科技涨超6%,舜宇涨超5%!苹果公司宣布将对美国追加1000亿美元投资承诺
Ge Long Hui· 2025-08-07 02:04
格隆汇8月7日|隔夜美股市场苹果股价大涨5%,刺激港股市场苹果概念股集体走强。其中,高伟电子 涨超11%,瑞声科技涨超6%,舜宇涨超5%,丘钛科技涨超3%。 (责任编辑:宋政 HN002) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 消息面上,当地时间8月6日,苹果公司宣布将对美国追加1000亿美元投资承诺,标志着其美国投资计划 将加速推进,未来四年投资总额将达6000亿美元。当日公布的新举措包括新的美国制造计划(AMP)。苹 果CEO蒂姆·库克表示,该计划涵盖与美国本土10家企业的新合作与现有合作的深化。首批AMP合作伙 伴包括康宁、相干、环球晶圆美国公司(GWA)、应用材料、德州仪器(TI)、三星、格芯、安靠和博通。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市値 | | --- | --- | --- | --- | --- | | 01415 | 高伟电子 | 11.45% | 3 ...
舜宇光学科技涨幅扩大至6.7%
Mei Ri Jing Ji Xin Wen· 2025-08-07 01:53
Group 1 - The core viewpoint of the article indicates that Sunny Optical Technology's stock price has increased by 6.7%, reaching HKD 79.3 [1] - The news highlights a collective strength in Apple-related stocks, suggesting a positive market sentiment [1] - There is an expectation in the market for the company's mid-year performance to be favorable [1]
港股早评:三大指数高开 科技股普涨 苹果概念股强势 汽车股低迷
Ge Long Hui· 2025-08-07 01:31
隔夜美股三大指数集体收涨,苹果涨超5%,中概指数涨0.93%。港股三大指数集体高开,恒指涨 0.29%,国指涨0.24%,恒生科技指数涨0.27%。盘面上,大型科技股全线上涨,阿里巴巴涨2%,快手 涨1.38%,京东涨近1%,百度、美团、网易、腾讯均飘红,惟小米下跌3.43%;美股苹果股价大涨超 5%,港股苹果概念股闻声上涨,高伟电子涨近5%,瑞声科技、舜宇光学涨2%;AI概念股走强,赤子 城科技发盈喜大涨超9%,美图公司、心动公司、微盟集团、金山软件齐涨;钢铁股、濠赌股、建材水 泥股、高铁基建股普遍上涨。另一方面,汽车股普遍下跌,小鹏汽车跌近2%,半导体股、家电股、黄 金股部分走弱。(格隆汇) ...