香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表明概不會就本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 自願公告 本公告乃由舜宇光學科技（集團）有限公司（「本公司」）自願刊發。 本公司董事（「董事」，各為一名「董事」）會（「董事會」）謹此宣佈，本公司於2025 年9月各主要產品出貨量詳細如下： 光學零件 | | 2025年9月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （千件） | (%) | (%) | | 玻璃球面鏡片 | 2,839 | -7.3% | +3.8% | | 手機鏡頭 | 117,504 | +1.9% | -1.0% | | 車載鏡頭1 | 11,660 | +15.8% | +25.2% | | 其他鏡頭 | 11,566 | +27.4% | -20.6% | SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜 宇 光 學 科 技（ 集 團 ）有 限 公 司 （於開曼群島註 ...

Core Insights - Sunny Optical Technology (02382.HK), a leading player in the optical lens industry, reported its sales data for July, indicating mixed performance across different product segments [1] Smartphone Segment - The shipment volume of smartphone lenses in July reached 98.565 million units, representing a month-on-month increase of 3.7% but a year-on-year decline of 14.6% [1] - Smartphone camera module shipments totaled 42.629 million units, with a month-on-month increase of 1.7% and a year-on-year decrease of 2.9% [1] Automotive Segment - The automotive lens business showed significant growth, with July shipments reaching 11.349 million units, marking a month-on-month increase of 2.7% and a year-on-year increase of 28.8%, driven by increased client demand [1] Other Products - The shipment of glass spherical lenses was 2.66 million units, reflecting a month-on-month increase of 22.4% and a year-on-year increase of 20.1% [1] - Microscopes saw a shipment of 12,869 units, with a month-on-month decline of 23.4% and a year-on-year decline of 21.9% [1] - Other lens shipments totaled 10.761 million units, with a month-on-month increase of 3.3% and a year-on-year increase of 3.4% [1] - Other optoelectronic products had a shipment volume of 4.355 million units, showing a month-on-month decline of 1.7% and a year-on-year decline of 0.1% [1] Overall Performance - The performance in smartphone and automotive lens segments showed signs of recovery month-on-month, supported by strong sales in the smartphone and new energy vehicle markets [1]

Core Viewpoint - Sunny Optical Technology (02382.HK) reported its shipment volumes for major products in July 2025, highlighting a mixed performance across different segments, with significant growth in automotive lenses but a decline in mobile phone lenses [1] Product Shipment Summary - In the optical components segment, the shipment volume of glass spherical lenses reached 2.66 million units, representing a year-on-year increase of 20.1% [1] - The shipment volume of mobile phone lenses was 98.57 million units, showing a quarter-on-quarter growth of 3.7% but a year-on-year decrease of 14.6% [1] - The shipment volume of automotive lenses was 11.35 million units, reflecting a year-on-year increase of 28.8% [1] - Other lenses saw a shipment volume of 1.08 million units, with a year-on-year growth of 3.4% [1] Optical Products Summary - In the optoelectronic products segment, the shipment volume of mobile camera modules was 42.63 million units, which is a year-on-year decrease of 2.9% [1] - The decline in mobile phone lens shipments is attributed to the company's focus on mid-to-high-end projects and a significant improvement in product structure compared to the same period last year [1] - The increase in automotive lens shipments is primarily due to heightened demand from clients [1]

Core Insights - The company Sunyu Optical Technology reported a decline in mobile lens shipments for May 2025, with a total of 98.1 million units, representing a year-on-year decrease of 5.2% and a quarter-on-quarter decrease of 4.8% [1] - The automotive lens shipments reached 10.7 million units, showing a year-on-year increase of 28.4%, but a quarter-on-quarter decline of 7.4% [1] - Other lens shipments totaled 10.5 million units, reflecting a significant year-on-year growth of 51.3% and a quarter-on-quarter increase of 5.9% [1] - Mobile camera module shipments amounted to 37.7 million units, which is a year-on-year decline of 17.1% and a quarter-on-quarter decrease of 3.9% [1] - Shipments of other optical products reached 4.8 million units, indicating a year-on-year increase of 44.8% and a quarter-on-quarter growth of 31.3% [1]