SUNNY OPTICAL(HK:02382) Ge Long Hui·2026-01-09 09:15Core Viewpoint - Sunny Optical Technology (02382.HK) reported its product shipment volumes for December 2025, highlighting significant changes in various segments, particularly in mobile camera lenses and optical components [1] Group 1: Optical Components - Glass spherical lens shipments reached 3.532 million units, representing a year-on-year increase of 140.4% [1] - Mobile lens shipments totaled 95.592 million units, showing a quarter-on-quarter decrease of 20.0% and a year-on-year decrease of 8.9% [1] - Automotive lens shipments were 747.7 thousand units, reflecting a year-on-year increase of 17.7% [1] - Other lens shipments amounted to 1.046 million units, with a year-on-year growth of 1.6% [1] Group 2: Optoelectronic Products - Mobile camera module shipments were 37.744 million units, indicating a year-on-year decrease of 29.3% [1] - Other optoelectronic product shipments reached 547.7 thousand units, down 10.9% year-on-year [1] Group 3: Factors Influencing Shipments - The decline in mobile lens shipments was primarily due to clients' inventory management at year-end [1] - The increase in automotive lens shipments was driven by heightened client demand, although there was a quarter-on-quarter decline of 40.8% attributed to the Christmas holiday impact [1] - The significant year-on-year drop in mobile camera module shipments was influenced by a high base from the previous year due to client demand [1]