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]

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]

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]

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]

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 光電產品 | | 2025年7月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （千件） | (%) | (%) | | 手機攝像模組 | 42,629 | +1.7% | -2.9% | | 其他光電產品 | 4,355 | -1.7% | -0.1% | 光學儀器 | | 2025年7月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （件） | (%) | (%) | | 顯微儀器 | 12,869 | -23.4% | -21.9% | 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） 自願公告 本公告乃由舜宇光學科技（集團）有 ...

Core Viewpoint - Sunny Optical Technology (Group) Co., Ltd. reported strong performance in product shipments for June 2025, particularly in optical components and a significant increase in demand for automotive lenses, which grew by 44.6% year-on-year [1][5][10]. Optical Components - The shipment volume of glass spherical lenses reached 2,173 thousand units, with a month-on-month increase of 2.2% but a year-on-year decrease of 3.9% [5][9]. - Mobile lens shipments totaled 95,056 thousand units, reflecting a month-on-month decline of 3.1% and a year-on-year drop of 12.7%, attributed to the company's focus on mid-to-high-end projects and improved product structure compared to the previous year [9][10]. - Automotive lens shipments were 11,051 thousand units, showing a month-on-month increase of 3.2% and a year-on-year increase of 44.6%, driven by increased client demand [5][10]. - Other lens shipments amounted to 10,419 thousand units, with a month-on-month decrease of 1.1% and a year-on-year increase of 37.4%, mainly due to significant growth in the Internet of Things (IoT) lens shipments and an increase in market share [9][10]. Optoelectronic Products - Mobile camera module shipments reached 41,932 thousand units, with a month-on-month increase of 11.1% and a year-on-year increase of 0.7%, primarily due to project cycle factors from a specific client [6][11]. - Other optoelectronic products saw shipments of 4,430 thousand units, reflecting a month-on-month decrease of 8.5% but a year-on-year increase of 21.3% [11]. Optical Instruments - The shipment volume of microscopes was 16,797 units, with a month-on-month increase of 3.6% and a year-on-year increase of 42.9% [7][12]. - Cumulative shipments from January to June 2025 included 12,620 thousand glass spherical lenses, 593,544 thousand mobile lenses, 64,782 thousand automotive lenses, 56,127 thousand other lenses, 228,358 thousand mobile camera modules, 21,410 thousand other optoelectronic products, and 118,938 microscopes [12].