SUNNY OPTICAL(HK:02382) Ju Chao Zi Xun·2025-12-11 03:17Core Insights - The company reported significant growth in the shipment of its core products, particularly in automotive lenses, indicating a robust overall business performance [2] Product Shipment Data - In November 2025, the company shipped 2.535 million glass spherical lenses, representing a month-on-month increase of 8.1% and a year-on-year increase of 13.8% [2] - The company shipped 119.456 million mobile phone lenses, showing a month-on-month decline of 2.3% but a year-on-year growth of 7.5% [2] - Automotive lens shipments reached 12.634 million units, with a month-on-month increase of 3.4% and a substantial year-on-year growth of 69.4%, driven by increased client demand [2] - Other lens shipments totaled 10.643 million units, reflecting a month-on-month decline of 19.0% and a year-on-year decrease of 33.0% [2] - In the optoelectronic product segment, mobile camera module shipments were 41.490 million units, with a month-on-month decline of 7.8% but a year-on-year increase of 10.9%, also driven by client demand [2] - Other optoelectronic products saw shipments of 6.510 million units, with a month-on-month decline of 5.4% and a year-on-year growth of 7.6% [2] - In the optical instruments segment, microscope shipments totaled 24,116 units, showing a month-on-month increase of 22.1% but a year-on-year decline of 3.2% [2] Cumulative Shipment Data (January to November 2025) - Cumulative shipments of glass spherical lenses reached 26.060 million units [3] - Cumulative shipments of mobile phone lenses totaled 1,166.657 million units [3] - Cumulative shipments of automotive lenses amounted to 122.709 million units [3] - Cumulative shipments of other lenses were 11.131 million units [3] - Cumulative shipments of microscopes reached 211,909 units [3]