PDF《Sunny Optical Technology ( Group )》

2018 INTERIM REPORT 中期 报告 Sunny Optical Technology (Group) Company Limited 舜宇光学科技 ( 集团 ) 有限公司 Sunny Optical Technology (Group) Company Limited (the Company or Sunny Optical , together with its subsidiaries, the Group ) (Stock Code: 2382.

HK) is a global leading integrated optical components and products manufacturer with more than thirty years of history. The Group is principally engaged in the design, research and development (the R&

D ), manufacture and sales of optical and optical-related products. Such products include optical components (such as glass spherical and aspherical lenses, plane products, handset lens sets, vehicle lens sets and other various lens sets) (the Optical Components ), optoelectronic products (such as handset camera modules, three dimensional (the 3D ) optoelectronic products, security cameras and other optoelectronic modules) (the Optoelectronic Products ) and optical instruments (such as microscopes, optical measuring instruments and intelligent equipment for testing, manufacturing and assembly) (the Optical Instruments ). The Group focuses on the application fields of optoelectronic-related products, such as handsets, digital cameras, vehicle imaging systems, security surveillance systems, optical measuring instruments and automated factories, which require the comprehensive application of optical, electronic, software and mechanical technologies. 舜宇光学科技 (集团)有限公司 ( 「本公司」或 「舜 宇光学」 , 连同其附属公司「本 集团」 ) (股份代号:2382.HK)为一间全球领先并拥有逾三十年 历史的综合光学零件及产品生产商.本集团主要 从事设计、研究与开发 ( 「研发」 ) 、生产及销售光 学及其相关产品.该等产品包括光学零件 (例如 玻璃球面及非球面镜片、平面产品、手机镜头、 车载镜头及其他各种镜头) ( 「光学零件」 ) 、光电 产品 (例如手机摄像模组、三维 ( 「3D」 )光电产 品、安防相机及其他光电模组) ( 「光电产品」 )及 光学仪器 (例如显微镜、光学测量仪器及智能化 的检测、加工、组装设备) ( 「光学仪器」 ) .本集 团专注於需综合运用光学、电子、软件及机械技 术的光电相关产品的应用领域:如手机、数码相 机、车载成像系统、安防监控系统、光学测量仪 器及自动化工厂等. CORPORATE PROFILE 公司简介

1 Corporate Profile 公司简介 Management Discussion and Analysis 管理层讨论与分析

2 Other Information 其他资料

26 Report on Review of Condensed Consolidated Financial Statements 简明综合财务报表审阅报告

41 Condensed Consolidated Statement of Profit or Loss and Other Comprehensive Income 简明综合损益及其他全面收益表

43 Condensed Consolidated Statement of Financial Position 简明综合财务状况表

45 Condensed Consolidated Statement of Changes in Equity 简明综合权益变动表

47 Condensed Consolidated Statement of Cash Flows 简明综合现金流量报表

49 Notes to the Condensed Consolidated Financial Statements 简明综合财务报表附注

51 Corporate Information 公司资料

115 CONTENTS 目录

2 业务回顾 回顾二零一八年上半年,全球经济持续复苏,总 体经济指标保持发展状态,但是总体的经济扩张 较上一年有所减缓.全球围内的贸易摩擦持续 发酵,增加了经济发展的不稳定性.全球智能手 机市场处於产业发展的成熟阶段,整体增速较往 年相比呈现下降趋势.中国本土品牌厂商透过不 断加大技术研发力度、延伸手机使用场景以及加 强软硬件协同升级等策略完成市场布局,以突破 同质化竞争.然而产品技术参数带来的用户体验 的差异化并不是特别明显,致使消费者换机意愿 普遍不强,智能手机市埸的竞争仍十分激烈,行 业集中化态势继续加剧.另一方面,随著车联网 产业的持续发展,行车中主动安全需求的不断提 升,以及美国、欧盟、日本等地以法律法规为推 动力使得车载镜头需求维持高速成长.同时,车 载摄像头在智能驾驶辅助系统 ( 「ADAS」 ) 和无人 驾驶技术的应用中有著举足轻重的地位.而随著 ADAS渗透率的不断提高,作为车载成像和感知系 统重要零部件之一的车载镜头,其全球市场保持 高速增长,发展势头迅猛.总体而言,尽管外部 环境复杂多变,本集团仍能凭借技术上的先发优 势及综合竞争实力,持续保持行业龙头地位,整 体业绩表现稳健. BUSINESS REVIEW Looking back to the first half of 2018, the global economy continued to recover and the overall economic indicators kept growing, but the overall economic expansion slowed down as compared with last year. Trade friction within the global economy kept simmering, which aggravated the uncertainty of economic development. The global smartphone market was in the mature stage of industrial development, and the overall growth rate demonstrated downward trend as compared with previous years. Chinese local brand manufacturers completed their market layouts through constantly enhancing the technology research and development, extending usage scenario of smartphones, and strengthening collaborative upgrade of software and hardware, which would break through the homogeneous competition. However, as the differentiation of users'