Annual Report 2025

舜宇光學科技（集團）有限公司 • 2025 年報 07 Chairman’s Statement 主席報告 在手機產品方面，全球智能手機市場溫和增 長，而攝像頭的規格持續向高端化推進，本集 團憑藉前沿的技術佈局和領先的產品迭代， 產品組合改善，進而帶動本集團手機鏡頭和手 機攝像模組的平均售價增加和毛利率提升，且 兩款產品的全球市佔率仍穩居全球第一。在 汽車產品方面，面向 AI 驅動的智能汽車時代機 遇，本集團定位於智能感知與智能交互底層能 力，形成車載相機解決方案（包括智能感知解 決方案及智能座艙解決方案）及其他車載光學 解決方案兩大產品線，向客戶提供集成化的智 能車載光學產品矩陣。年內，按出貨量計， 本集團車載相機解決方案的業務規模排名全球 第一，且本集團已覆蓋中華人民共和國（「 中 國 」）首批獲得 L3 級有條件自動駕駛准入許可 的所有主機廠。在其他業務方面， AI 技術加速 迭代驅動 XR 、機器人及手持攝影設備等市場 快速發展，為本集團注入新興增長動力，開 拓廣闊的未來成長空間。通過在上述核心賽 道上的同步發力，本集團不僅鞏固了既有優 勢，更在塑造未來新產業生態中佔據了有利 位置。截至二零二五年十二月三十一日止年 度，本集團整體業績實現高速增長，收入約 為人民幣 43,229,100,000 元，較去年增長約 12.9% ；本公司股東應佔年內溢利約為人民幣 4,639,100,000 元，較去年增長約 71.9% 。 In handset products, the global smartphone market saw moderate growth, while camera specifications continued to advance towards higher-end performance. Leveraging its cutting-edge technology portfolio and leading product iterations, the Group enhanced its product mix, driving increases in the average selling price and gross profit margin of its handset lens sets and handset camera modules, with two products firmly maintaining the global No.1 position in terms of market shares. In vehicle products, seizing the opportunities presented by the era of AI-driven smart vehicles, the Group focused on the core capabilities of intelligent perception and intelligent interaction. It established two major product lines: vehicle camera solutions (including smart sensing solutions and smart cabin solutions) and other vehicle optical solutions, providing customers with an integrated portfolio of intelligent vehicle optical products. During the year, the Group’s vehicle camera solutions ranked global No. 1 in terms of shipment volume, and the Group has covered all of the first batch of original equipment manufacturers in the People’s Republic of China (the “ PRC ” or “ China ”) that obtained the conditional level 3 autonomous driving permits. In other businesses, the accelerated iteration of AI technology drove rapid development in markets such as XR, robotics and handheld imaging devices, injecting new growth momentum into the Group and opening up broad future growth possibilities. By simultaneously advancing in these core sectors, the Group has not only consolidated its existing strengths but also secured a favorable position in shaping the future industrial ecosystem. For the year ended 31 December 2025, the Group’s overall performance achieved rapid growth, with revenue of approximately RMB43,229.1 million, representing an increase of approximately 12.9% as compared to that of last year. The profit for the year attributable to owners of the Company was approximately RMB4,639.1 million, representing an increase of approximately 71.9% as compared to that of last year.