SUNNY OPTICAL(HK:02382) Ju Chao Zi Xun·2026-01-09 15:44Core Viewpoint - Sunny Optical Technology announced it will no longer release voluntary monthly shipment announcements due to their inability to reflect the company's actual operational status, while providing detailed shipment data for December 2025 and the entire year of 2025 as key reference information for the market [2]. Shipment Data Summary December 2025 Optical Parts Shipment - Glass spherical lenses showed strong performance with a shipment of 3,532 thousand units, reflecting a month-on-month increase of 39.3% and a year-on-year increase of 140.4% [3]. - Mobile phone lenses shipped 95,592 thousand units, experiencing a month-on-month decline of 20% and a year-on-year decline of 8.9%, primarily due to client inventory management at year-end [3]. - Automotive lenses had a shipment of 7,477 thousand units, with a year-on-year increase of 17.7%, while month-on-month it decreased by 40.8% due to the impact of the Christmas holiday [3]. - Other lenses shipped 10,446 thousand units, showing a slight month-on-month decrease of 1.9% and a year-on-year increase of 1.6% [3]. December 2025 Optoelectronic Products Shipment - Mobile camera modules shipped 37,744 thousand units, with a month-on-month decrease of 9% and a year-on-year decrease of 29.3%, attributed to a high base from the previous year [4]. - Other optoelectronic products had a shipment of 5,477 thousand units, reflecting a month-on-month decline of 15.9% and a year-on-year decline of 10.9% [4]. December 2025 Optical Instruments Shipment - Microscopes shipped 23,678 units, with a month-on-month decrease of 1.8% and a year-on-year decrease of 34.3% [5]. Full Year 2025 Shipment Data - For the full year 2025, glass spherical lenses had a total shipment of 29,592 thousand units [6]. - Mobile lenses emerged as a core product with a total shipment of 1,262,249 thousand units [6]. - Automotive lenses shipped 130,186 thousand units, while other lenses totaled 121,759 thousand units [6]. - In the optoelectronic product category, mobile camera modules had a total shipment of 485,845 thousand units, and other optoelectronic products reached 56,754 thousand units [6]. - Microscopes had a total shipment of 235,587 units for the year [6].