SUNNY OPTICAL(HK:02382) Ge Long Hui·2025-10-10 09:09Core Viewpoint - Sunny Optical Technology (02382.HK) reported its shipment volumes for major products as of September 2025, indicating mixed performance across different segments [1] Optical Components Division - Glass spherical lens shipments totaled 2.839 million units, a decrease of 7.3% month-on-month but an increase of 3.8% year-on-year [1] - Mobile lens shipments reached 118 million units, reflecting a month-on-month increase of 1.9% but a year-on-year decrease of 1.0% [1] - Automotive lens shipments amounted to 11.66 million units, showing a month-on-month increase of 15.8% and a year-on-year increase of 25.2% [1] - Other lens shipments were 11.566 million units, with a month-on-month decrease of 27.4% and a year-on-year decrease of 20.6% [1] Optoelectronic Products Division - Mobile camera module shipments were 48.524 million units, representing a month-on-month increase of 15.3% and a year-on-year increase of 32.0% [1] - Other optoelectronic product shipments totaled 6.422 million units, with a month-on-month increase of 12.6% but a year-on-year decrease of 12.2% [1] Demand Insights - The year-on-year increase of 25.2% in automotive lens shipments was primarily driven by increased client demand [1] - The month-on-month increase of 15.8% in automotive lens shipments was due to the delayed shipment of certain products from August to September [1] - The year-on-year increase of 32.0% in mobile camera module shipments was also attributed to heightened client demand [1]