$Lens(06613.HK) fell by more than three points, while $SUNNY OPTICAL(02382.HK) actually saw a slight gain. Both are involved in mobile phone optics and structural components, yet their trends diverged. Is it that Lens Technology's structural component orders are facing concerns of being cut, or is Sunny Optical's expectation for optical upgrades more recognized? It looks more like the latter—the certainty of camera specifications going up is clearer than the volume-price game in the assembly segment. Lens Technology's pullback is more about sentiment during the consumer electronics off-season🤔
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