舜宇光学科技：2025 年上半年收入环比持平，毛利率和运营费用率环比改善；运营利润基本符合预期-Sunny Optical (2382.HK)_ 1H25 Rev flattish HoH, while GM and Opex ratio improving sequentially; OP income largely in line

19 August 2025 | 9:01PM HKT Sunny Optical (2382.HK): 1H25 Rev flattish HoH, while GM and Opex ratio improving sequentially; OP income largely in line 1H25 GM and Opex ratio sequentially improved: GM of Optoelectronic products (mainly camera modules) at 10.6% (vs. 8.2%/ 9.8% in 1H24/ 2H24) driven by better product mix. Optical components (mainly handset lens and vehicle lens) GM maintained at similar level at 31.0% (vs. 31.8%/ 32.0% in 1H24/ 2H24). In 1H25, revenue growth of optical components (+11% YoY) tha ...