舜宇光学科技：技术领先驱动增长

Core Viewpoint - Sunny Optical Technology is expected to achieve a revenue of 410.85 to 446.00 billion RMB for the year, representing a year-on-year growth of 7.3% to 16.5% [1] - The net profit is projected to be between 32.63 to 38.10 billion RMB, with a year-on-year increase of 20.9% to 41.2% [1] Financial Forecast - Revenue forecast range: 410.85 to 446.00 billion RMB, with an average estimate of 429.40 billion RMB, indicating a 12.1% growth [2] - Net profit forecast range: 32.63 to 38.10 billion RMB, with an average estimate of 36.45 billion RMB, reflecting a 35.0% increase [2] - Adjusted net profit is expected to be 37.70 billion RMB [1][2] Business Segments - Mobile-related products: Sunny Optical holds the global market share for smartphone lenses, with growth driven by product structure optimization and advancements in new technology [4] - Automotive-related products: The company leads in the global shipment of automotive lenses, with significant growth in the automotive module sector and deepening collaborations with major smart driving platform manufacturers [4] - Other businesses: Revenue growth is noted in security, microscopy, robotics, XR, industrial inspection, and medical testing, with rapid growth in XR business and expanding applications in the consumer-grade smart imaging and robotics sectors [4][5] Market Position and Strategy - Sunny Optical is recognized as a leading global manufacturer of optical components and products, leveraging national-level technology centers and post-doctoral workstations to build technological barriers and expand its competitive edge [3] - The company is transitioning from an optical product manufacturer to a smart optical system solution provider, enhancing its international presence and advancing digital transformation [3]