高盛：舜宇光学_6 月出货量_手机镜头环比下降 3%；摄像头模块环比增长 11%；评级中性

Sunny Optical (2382.HK): June shipment: Handset lens -3% MoM, Vehicle lens +3% MoM; Camera modules +11% MoM; Neutral Handset lens declined sequentially while Vehicle lens and Camera modules in sequentially increase: (1) Handset lens shipment decreased 13% YoY (or -3% MoM) to 95m units (vs. Largan's revenues at +3% YoY; Genius' revenues at +7% YoY in June); (2) Camera modules were up 1% YoY (or +11% MoM) to 42m units (vs. Q-tech camera modules shipment up 4% YoY to 34m units in June) with YoY and MoM both im ...