业内人士分析，随着全球智能手机市场回暖，高像素、潜望式和多摄模组需求持续增长，光学供应链企业有望迎来出货反弹。舜宇光学凭借技术积累及稳定 的客户结构，在高端摄像模组领域具备领先优势。 （文/罗叶馨梅）10月10日，舜宇光学科技（02382.HK）发布公告，披露公司9月主要产品出货量情况。数据显示，公司手机摄像模组出货量为4,852万件， 同比增长32%。 公告显示，舜宇光学9月手机镜头出货量为1.18亿件，同比下降1%；车载镜头出货量1,166万件，同比增长25%。公司表示，手机摄像模组出货增长主要得益 于部分旗舰机型项目出货增加，以及新产品结构优化带动整体出货规模提升。 舜宇光学是国内光电行业龙头企业，业务涵盖光学镜头、摄像模组、车载镜头等领域。近年来，公司持续加大在高端手机光学模组、车载镜头及AR/VR光 学系统的研发投入，提升产品竞争力与客户渗透率。 在车载业务方面，随着智能驾驶渗透率提升，摄像头模组应用需求显著扩大。舜宇光学通过优化车规级镜头产品结构和产能布局，进一步增强了在智能汽车 光学系统领域的竞争力。 市场分析指出，受益于终端新品发布及汽车电子业务稳健增长，舜宇光学下半年业绩有望持续改善。公司未 ...

升。 于光电产品分部，手机摄像模组出货量4852.4万件，环比增长15.3% ，同比增长32.0%；其他光电产品 642.2万件，环比增长12.6%，同比减少12.2%。 9月份，车载镜头出货量同比上升25.2%，主要是因为客户端的需求有所提升；环比上升15.8%，主要是 因为应客户需求，8月的部分产品延迟至9月出货。手机摄像模组出货量同比上升32.0%，环比上升 15.3%，主要是因为客户端的需求有所提 格隆汇10月10日丨舜宇光学科技(02382.HK)公布2025年9月各主要产品出货量，2025年9月，于光学零件 分部，玻璃球面镜片出货量283.9万件，环比减少7.3% ，同比增长3.8%；手机镜头出货量1.18亿件，环 比增长1.9%，同比减少1.0%；车载镜头出货量1166.0万件，环比增长15.8%，同比增长25.2%；其他镜 头出货量1156.6万件，环比减增长27.4% ，同比减少20.6%。 ...

人民财讯10月10日电，舜宇光学科技在港交所公告，9月手机镜头出货量1.18亿件，环比增长1.9%，同 比下降1%；车载镜头出货量1166万件，环比增长15.8%，同比增长25.2%；手机摄像模组出货量4852.4 万件，环比增长15.3%，同比增长32%。 ...

车载镜头出货量同比上升25.2%，主要是因为客户端的需求有所提升;环比上升15.8%，主要是因为应客 户需求，8月的部分产品延迟至9月出货。 手机摄像模组出货量同比上升32.0%，环比上升15.3%，主要是因为客户端的需求有所提升。 舜宇光学科技(02382)发布公告，于2025年9月，手机镜头出货量为约1.18亿件，环比增加1.9%，同比减 少1%;车载镜头出货量为1166万件，环比增加15.8%，同比增加25.2%。手机摄像模组出货量为4852.4万 件，环比增加15.3%，同比增加32%。 ...

车载镜头出货量同比上升25.2%，主要是因为客户端的需求有所提升;环比上升15.8%，主要是因为应客 户需求，8月的部分产品延迟至9月出货。 手机摄像模组出货量同比上升32.0%，环比上升15.3%，主要是因为客户端的需求有所提升。 智通财经APP讯，舜宇光学科技(02382)发布公告，于2025年9月，手机镜头出货量为约1.18亿件，环比 增加1.9%，同比减少1%;车载镜头出货量为1166万件，环比增加15.8%，同比增加25.2%。手机摄像模组 出货量为4852.4万件，环比增加15.3%，同比增加32%。 ...

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 ...

Group 1 - The company, Lianchuang Electronics, responded to investor inquiries on September 19, highlighting the differences between humanoid robot cameras and automotive cameras in terms of precision requirements, environmental adaptability, visual solution selection, system integration differences, spatial dimensions, and interaction needs [1]

Core Viewpoint - Guosen Securities maintains an "outperform" rating for Sunny Optical Technology (02382), optimistic about the profit improvement from smartphone product upgrades and the rapid development in automotive optics and emerging optical fields, projecting net profits of 3.73 billion, 4.33 billion, and 5.07 billion yuan for 2025-2027 [1] Group 1: Financial Performance - In the first half of the year, the company's revenue grew by 4.2% year-on-year, with net profit attributable to shareholders increasing by 52.6% [1] - The company reported a revenue of 19.65 billion yuan (YoY +4.20%) and a net profit of 1.65 billion yuan (YoY +52.56%) for the first half of the year [1] - The overall gross margin for the first half was 19.82%, an increase of 2.61 percentage points year-on-year, driven by improved product mix in smartphone lenses and camera modules, as well as faster growth in higher-margin automotive business [1] Group 2: Smartphone Product Development - Revenue from smartphone-related products reached 13.25 billion yuan (YoY +1.68%), accounting for 67.4% of total revenue [2] - The company shipped 807 million smartphone lenses and 313 million camera modules from January to August 2025, with increasing participation in flagship models of major terminal customers [2] - The company has achieved mass production of various types of periscope products through a multi-group system solution [2] Group 3: Automotive Product Growth - Revenue from automotive-related products was 3.40 billion yuan (YoY +18.19%), representing 17.3% of total revenue [3] - The company shipped 86 million automotive lenses from January to August 2025, with a year-on-year growth of 22.3%, maintaining the global market leader position in both automotive lens and 8-megapixel module market share [3] - The company has developed a new generation of defogging technology, applied in multiple automotive projects, and is advancing high-pixel glass-plastic hybrid automotive lens innovations [3] Group 4: XR and IoT Market Expansion - Revenue from AR/VR-related products reached 1.20 billion yuan (YoY +21.07%), accounting for 6.1% of total revenue [4] - The company is extending core process technologies accumulated in the MR field to AR product lines, achieving mass production of polarization beam splitter lens groups and successful trials of virtual imaging lenses [4] - The company has achieved full coverage of imaging lenses for mainstream smart glasses customers and maintains a leading market position in the smart glasses imaging module industry [4]

Core Viewpoint - The company has achieved near-complete localization of optical glass procurement for its automotive lenses [1] Group 1 - The company, Lianchuang Electronics, confirmed on September 12 that it has largely transitioned to domestic sourcing for optical glass used in automotive lenses [1]

Group 1 - The company held an earnings briefing on September 10, 2025, where executives provided insights into machine vision and automotive business developments [1][2] - The chairman and other senior executives participated in the event, addressing investor inquiries [2] - The machine vision business generated revenue of 24.725241 million yuan in the first half of 2025, representing a 51.7% increase from 16.298575 million yuan in the same period last year [3] Group 2 - The automotive business reported revenue of 163.5776 million yuan as of August 29, 2025 [3] - The company supplies glass aspheric lenses to Tesla's supply chain for ADAS automotive lenses, indicating a growing business segment [3] - The company is increasing R&D investment and production capacity for smart driving products, including automotive lenses and HUD optical components [3]