高盛：舜宇光学科技-5 月出货量 —— 手机镜头环比降 5%；摄像模组环比降 4%；中性评级

12 June 2025 | 11:01PM HKT Sunny Optical (2382.HK): May shipment: Handset lens -5% MoM, Vehicle lens -7% MoM; Camera modules -4% MoM; Neutral Verena Jeng +852-2978-1681 | verena.jeng@gs.com Goldman Sachs (Asia) L.L.C. Ting Song +852-2978-6466 | ting.song@gs.com Goldman Sachs (Asia) L.L.C. Exhibit 1: Sunny Optical monthly shipment YoY by product -100% -50% 0% 50% 100% 150% 200% Feb-16 Aug-16 Feb-17 Aug-17 Feb-18 Aug-18 Feb-19 Aug-19 Feb-20 Aug-20 Feb-21 Aug-21 Feb-22 Aug-22 Feb-23 Aug-23 Feb-24 Aug-24 Feb-25 ...