舜宇光学科技(02382.HK)11月车载镜头出货量同比升69.4%

Core Viewpoint - Sunny Optical Technology (02382.HK) reported an increase in the shipment volume of glass spherical lenses and a mixed performance in mobile and automotive lens segments for November 2025, indicating varying demand across different product lines [1] Group 1: Shipment Volumes - Glass spherical lens shipments reached 2.535 million units, representing a quarter-on-quarter increase of 8.1% and a year-on-year increase of 13.8% [1] - Mobile lens shipments totaled approximately 119 million units, showing a quarter-on-quarter decline of 2.3% but a year-on-year increase of 7.5% [1] - Automotive lens shipments amounted to 12.634 million units, with a quarter-on-quarter increase of 3.4% and a significant year-on-year increase of 69.4% [1] - Mobile camera module shipments were 41.49 million units, reflecting a quarter-on-quarter decline of 7.8% but a year-on-year increase of 10.9% [1] Group 2: Demand Drivers - The year-on-year increase in automotive lens shipments by 69.4% was primarily driven by enhanced client demand [1] - The year-on-year increase in mobile camera module shipments by 10.9% was also attributed to increased client demand [1]