SUNNY OPTICAL(HK:02382) Ge Long Hui·2025-11-10 08:55Core Viewpoint - Sunny Optical Technology (02382.HK) reported its shipment volumes for major products in October 2025, indicating mixed performance across different segments, with significant growth in automotive and mobile camera modules, while some categories experienced declines [1] Optical Components Segment - Glass spherical lens shipments totaled 2.344 million units, a year-on-year decrease of 5.1% [1] - Mobile lens shipments reached approximately 122 million units, reflecting a quarter-on-quarter increase of 4.0% and a year-on-year increase of 5.7% [1] - Automotive lens shipments amounted to 12.217 million units, showing a substantial year-on-year growth of 40.3% [1] - Other lens shipments were 13.135 million units, which represented a year-on-year decrease of 6.7% [1] Optoelectronic Products Segment - Mobile camera module shipments were 44.997 million units, marking a year-on-year increase of 33.2% [1] - Other optoelectronic product shipments totaled 6.878 million units, experiencing a year-on-year decline of 5.4% [1] Demand Insights - The increase in automotive lens shipments by 40.3% is attributed to heightened client demand [1] - The growth in mobile camera module shipments by 33.2% is also linked to increased client demand [1]