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]

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 舜 宇 光 學 科 技（ 集 團 ）有 限 公 司 本公告乃由舜宇光學科技（集團）有限公司（「本公司」）自願刊發。 （於開曼群島註冊成立的有限公司） 本公司董事（「董事」，各為一名「董事」）會（「董事會」）謹此宣佈，本公司於2025 年8月各主要產品出貨量詳細如下： 光學零件 | | 2025年8月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （千件） | (%) | (%) | | 玻璃球面鏡片 | 3,062 | +15.1% | -2.4% | | 手機鏡頭1 | 115,354 | +17.0% | -7.1% | | 車載鏡頭2 | 10,067 | -11.3% | +19.3% | | 其他鏡頭 | 9,081 | -15.6% | -3 ...

Core Viewpoint - The mobile industry supply chain is experiencing a rebound, driven by the upcoming release of the iPhone 17, which has entered mass production, leading to increased hiring among supply chain companies [1] Group 1: Stock Performance - Hongteng Precision (06088) rose by 4.35% to HKD 4.08 [1] - Lens Technology (06613) increased by 3.63% to HKD 26.82 [1] - BYD Electronics (00285) saw a rise of 3.5% to HKD 42.62 [1] - Sunny Optical (02382) gained 2.51% to HKD 79.65 [1] Group 2: iPhone 17 Insights - Apple is expected to slightly increase the prices of the iPhone 17 series during the launch, marking the first price hike since 2017 [1] - Morgan Stanley predicts that this price adjustment will raise the average selling price by 5% for the fiscal year 2026, which is significantly higher than market expectations [1] - Demand for the iPhone 17 is not anticipated to be negatively impacted by the price increase [1] Group 3: Competitive Landscape - Huawei's new foldable smartphone, Mate XTs, is priced starting at CNY 17,999 [1] - Analyst Ming-Chi Kuo revealed that Apple plans to launch its first foldable iPhone in 2026, with an expected shipment of 8-10 million units, and aims to follow up with a foldable iPad in 2028 [1] - The forecast for foldable iPhone shipments is expected to grow to 25 million units by 2027 [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][7][17] Core Insights - The company's mid-year report for 2025 shows revenue of 19.652 billion RMB, a year-on-year increase of 4.2%, and a net profit attributable to shareholders of approximately 1.646 billion RMB, a year-on-year increase of 52.6% [7] - The optimization of product structure has led to a gross margin of 19.8%, an increase of 2.6 percentage points year-on-year, with gross profit of approximately 3.894 billion RMB, a year-on-year increase of 20% [7] - The high-end transformation of the mobile business is significant, with mobile business revenue of 13.25 billion RMB in H1 2025, a year-on-year increase of 1.7%, despite a decline in shipment volumes for mobile lenses and modules [7] - The company has maintained its position as the global leader in automotive lens shipments since 2012, with automotive business revenue of 3.4 billion RMB in H1 2025, a year-on-year increase of 18.2% [7] - The company is vertically integrated across the entire supply chain, positioning itself at the core of the XR supply chain, with XR business revenue of 1.2 billion RMB in 2025, a year-on-year increase of 21.1% [7] Financial Data and Profit Forecast - Revenue projections for the company are as follows: - 2023: 31.681 billion RMB - 2024: 38.294 billion RMB - 2025E: 41.601 billion RMB - 2026E: 43.705 billion RMB - 2027E: 45.916 billion RMB - Net profit attributable to shareholders is projected to be: - 2023: 1.099 billion RMB - 2024: 2.699 billion RMB - 2025E: 3.498 billion RMB - 2026E: 3.982 billion RMB - 2027E: 4.439 billion RMB [6][8]

Core Viewpoint - The news highlights the strong performance of Apple-related stocks in the Hong Kong market, driven by analyst predictions regarding Apple's upcoming foldable devices, including the iPhone and iPad, which are expected to significantly increase sales volumes in the coming years [1] Group 1: Stock Performance - Most Apple-related stocks in the Hong Kong market showed strong gains, with notable increases: - GoerTek rose by 6% - Lens Technology and BYD Electronics increased by nearly 5% - AAC Technologies rose by 4% - Q Technology increased by 2.6% - Sunny Optical rose by 2% - FIH Mobile saw a slight increase of 0.19% [1] Group 2: Product Launch Plans - Analyst Ming-Chi Kuo revealed that Apple plans to launch its first foldable iPhone in 2026 and a foldable iPad in 2028, both utilizing ultra-thin glass cover solutions supplied exclusively by Corning [1] - The estimated shipment volumes for the foldable iPhone have been revised upwards to 8-10 million units for 2026 and 20-25 million units for 2027, compared to previous estimates of 6-8 million and 10-15 million units respectively [1] - For the foldable iPad, Apple anticipates a higher pricing strategy, with a display area of 18 to 20 inches when unfolded, and an estimated first-year shipment of 500,000 to 1 million units [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 本月底法定/註冊股本總額： HKD 10,000,000,000 FF301 第 1 頁 共 10 頁 v 1.1.1 致：香港交易及結算所有限公司 公司名稱: 舜宇光學科技(集團)有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02382 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | HKD | | 0.1 | HKD | | 10,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 舜宇光學科技(集團)有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02382 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | HKD | | 0.1 | HKD | | 10,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 100,000,000,000 | HKD | | 0.1 | HKD | | 10,000,000,00 ...