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舜宇光学科技2025年销售车载镜头1.3亿件,未来终止月度出货量披露
Ju Chao Zi Xun· 2026-01-09 15:44
Core 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].
舜宇光学科技(02382) - 自愿公告 - 二零二五年十二月出货量
2026-01-09 09:06
自願公告 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。 SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜 宇 光 學 科 技( 集 團 )有 限 公 司 (於開曼群島註冊成立的有限公司) (股份代號:2382.HK) 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,因現行的月度 出貨量自願性公告可能無法反映公司實際運營情況,本公司決定此後將不再發佈 月度出貨量自願性公告。 本公司於2025年12月各主要產品出貨量詳細如下: 光學零件 | | 2025年12月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | (千件) | (%) | (%) | | 玻璃球面鏡片 | 3,532 | +39.3% | +140.4% | | 手機鏡頭1 | 95,592 | -20.0 ...
舜宇光学11月车载镜头出货1263.4万件,同比增长69.4%
Ju Chao Zi Xun· 2025-12-11 03:17
Core Insights - The company reported significant growth in the shipment of its core products, particularly in automotive lenses, indicating a robust overall business performance [2] Product Shipment Data - In November 2025, the company shipped 2.535 million glass spherical lenses, representing a month-on-month increase of 8.1% and a year-on-year increase of 13.8% [2] - The company shipped 119.456 million mobile phone lenses, showing a month-on-month decline of 2.3% but a year-on-year growth of 7.5% [2] - Automotive lens shipments reached 12.634 million units, with a month-on-month increase of 3.4% and a substantial year-on-year growth of 69.4%, driven by increased client demand [2] - Other lens shipments totaled 10.643 million units, reflecting a month-on-month decline of 19.0% and a year-on-year decrease of 33.0% [2] - In the optoelectronic product segment, mobile camera module shipments were 41.490 million units, with a month-on-month decline of 7.8% but a year-on-year increase of 10.9%, also driven by client demand [2] - Other optoelectronic products saw shipments of 6.510 million units, with a month-on-month decline of 5.4% and a year-on-year growth of 7.6% [2] - In the optical instruments segment, microscope shipments totaled 24,116 units, showing a month-on-month increase of 22.1% but a year-on-year decline of 3.2% [2] Cumulative Shipment Data (January to November 2025) - Cumulative shipments of glass spherical lenses reached 26.060 million units [3] - Cumulative shipments of mobile phone lenses totaled 1,166.657 million units [3] - Cumulative shipments of automotive lenses amounted to 122.709 million units [3] - Cumulative shipments of other lenses were 11.131 million units [3] - Cumulative shipments of microscopes reached 211,909 units [3]
舜宇光学科技(02382.HK)11月车载镜头出货量同比升69.4%
Jin Rong Jie· 2025-12-10 09:31
Core Viewpoint - Sunny Optical Technology (02382.HK) reported an increase in the shipment volume of glass spherical lenses and a mixed performance in mobile and automotive lens segments for November 2025, indicating varying demand across different product lines [1] Group 1: Shipment Volumes - Glass spherical lens shipments reached 2.535 million units, representing a quarter-on-quarter increase of 8.1% and a year-on-year increase of 13.8% [1] - Mobile lens shipments totaled approximately 119 million units, showing a quarter-on-quarter decline of 2.3% but a year-on-year increase of 7.5% [1] - Automotive lens shipments amounted to 12.634 million units, with a quarter-on-quarter increase of 3.4% and a significant year-on-year increase of 69.4% [1] - Mobile camera module shipments were 41.49 million units, reflecting a quarter-on-quarter decline of 7.8% but a year-on-year increase of 10.9% [1] Group 2: Demand Drivers - The year-on-year increase in automotive lens shipments by 69.4% was primarily driven by enhanced client demand [1] - The year-on-year increase in mobile camera module shipments by 10.9% was also attributed to increased client demand [1]
舜宇光学科技(02382.HK)11月手机镜头出货量1.19亿件 同比增长7.5%
Ge Long Hui· 2025-12-10 08:38
Core Viewpoint - Sunny Optical Technology (02382.HK) reported its shipment volumes for major products in November 2025, showing mixed performance across different segments [1] Optical Components Division - Glass spherical lens shipments reached 2.535 million units, representing a year-on-year increase of 13.8% and a quarter-on-quarter increase of 8.1% [1] - Mobile lens shipments were approximately 119 million units, showing a quarter-on-quarter decrease of 2.3% but a year-on-year increase of 7.5% [1] - Automotive lens shipments totaled 12.634 million units, reflecting a significant year-on-year increase of 69.4% [1] - Other lens shipments amounted to 10.643 million units, indicating a year-on-year decrease of 33.0% [1] Optoelectronic Products Division - Mobile camera module shipments reached 41.49 million units, marking a year-on-year increase of 10.9% [1] - Other optoelectronic product shipments totaled 6.51 million units, with a year-on-year growth of 7.6% [1] Demand Insights - The increase in automotive lens shipments by 69.4% is attributed to heightened client demand [1] - The growth in mobile camera module shipments by 10.9% is also linked to increased client demand [1]
舜宇光学科技(02382) - 自愿公告 - 二零二五年十一月出货量
2025-12-10 08:30
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。 SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜 宇 光 學 科 技( 集 團 )有 限 公 司 (於開曼群島註冊成立的有限公司) (股份代號:2382.HK) 光學零件 | | 2025年11月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | (千件) | (%) | (%) | | 玻璃球面鏡片 | 2,535 | +8.1% | +13.8% | | 手機鏡頭 | 119,456 | -2.3% | +7.5% | | 車載鏡頭1 | 12,634 | +3.4% | +69.4% | | 其他鏡頭 | 10,643 | -19.0% | -33.0% | 光電產品 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」) ...
舜宇光学科技:车载镜头和手机摄像模组出货量同比大幅增长
Hua Er Jie Jian Wen· 2025-11-10 09:47
Core Insights - The announcement from Sunny Optical Technology regarding shipment volumes for October 2025 highlights significant performance metrics across various optical product segments [1] Optical Components Business - Mobile lens shipments reached 122,200 thousand units, reflecting a month-on-month increase of 4.0% and a year-on-year increase of 5.7% [1] - Automotive lens shipments totaled 12,200 thousand units, with a month-on-month increase of 4.8% and a substantial year-on-year growth of 40.3% [1] - Glass spherical lens shipments were 2,344,000 thousand units, showing a month-on-month decrease of 17.4% and a year-on-year decrease of 5.1% [1] Optoelectronic Products Business - Mobile camera module shipments amounted to 45,000 thousand units, indicating a month-on-month decline of 7.3% but a year-on-year increase of 33.2% [1] - Other optoelectronic product shipments reached 6,878,000 thousand units, with a month-on-month increase of 7.1% and a year-on-year decrease of 5.4% [1] Optical Instruments Business - Microscopy instrument shipments were 19,800 units, reflecting a month-on-month increase of 23.5% but a year-on-year decrease of 8.8% [1] Key Growth Drivers - The significant year-on-year growth of 40.3% in automotive lens shipments is primarily attributed to increased client demand [1] - The year-on-year growth of 33.2% in mobile camera modules is also driven by improved customer demand [1]
舜宇光学科技(02382.HK):10月手机镜头出货量1.22亿件 环比增长4.0%
Ge Long Hui· 2025-11-10 08:55
Core Viewpoint - Sunny Optical Technology (02382.HK) reported its shipment volumes for major products in October 2025, indicating mixed performance across different segments, with significant growth in automotive and mobile camera modules, while some categories experienced declines [1] Optical Components Segment - Glass spherical lens shipments totaled 2.344 million units, a year-on-year decrease of 5.1% [1] - Mobile lens shipments reached approximately 122 million units, reflecting a quarter-on-quarter increase of 4.0% and a year-on-year increase of 5.7% [1] - Automotive lens shipments amounted to 12.217 million units, showing a substantial year-on-year growth of 40.3% [1] - Other lens shipments were 13.135 million units, which represented a year-on-year decrease of 6.7% [1] Optoelectronic Products Segment - Mobile camera module shipments were 44.997 million units, marking a year-on-year increase of 33.2% [1] - Other optoelectronic product shipments totaled 6.878 million units, experiencing a year-on-year decline of 5.4% [1] Demand Insights - The increase in automotive lens shipments by 40.3% is attributed to heightened client demand [1] - The growth in mobile camera module shipments by 33.2% is also linked to increased client demand [1]
舜宇光学科技(02382.HK)9月手机镜头出货量环比增长1.9% 车载镜头出货量同比上升25.2%
Ge Long Hui· 2025-10-10 09:09
Core Viewpoint - Sunny Optical Technology (02382.HK) reported its shipment volumes for major products as of September 2025, indicating mixed performance across different segments [1] Optical Components Division - Glass spherical lens shipments totaled 2.839 million units, a decrease of 7.3% month-on-month but an increase of 3.8% year-on-year [1] - Mobile lens shipments reached 118 million units, reflecting a month-on-month increase of 1.9% but a year-on-year decrease of 1.0% [1] - Automotive lens shipments amounted to 11.66 million units, showing a month-on-month increase of 15.8% and a year-on-year increase of 25.2% [1] - Other lens shipments were 11.566 million units, with a month-on-month decrease of 27.4% and a year-on-year decrease of 20.6% [1] Optoelectronic Products Division - Mobile camera module shipments were 48.524 million units, representing a month-on-month increase of 15.3% and a year-on-year increase of 32.0% [1] - Other optoelectronic product shipments totaled 6.422 million units, with a month-on-month increase of 12.6% but a year-on-year decrease of 12.2% [1] Demand Insights - The year-on-year increase of 25.2% in automotive lens shipments was primarily driven by increased client demand [1] - The month-on-month increase of 15.8% in automotive lens shipments was due to the delayed shipment of certain products from August to September [1] - The year-on-year increase of 32.0% in mobile camera module shipments was also attributed to heightened client demand [1]
舜宇光学科技(02382) - 自愿公告 - 二零二五年九月出货量
2025-10-10 08:48
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 ...