Summary of Lens Tech (300433.SZ) Management Call Company Overview - **Company**: Lens Tech (300433.SZ) - **Industry**: Glass casing and cover glass supplier for smartphones, expanding into vehicles, AI glasses, and robotics - **Peers**: Biel Crystal (private), FII, BYDE Key Industry Insights 1. **Growth Drivers**: - **Foldable Phones**: Anticipated increase in dollar content due to specification upgrades in 3D glass casing and cover glass, with expected foldable iPhone shipments of 11 million in 2026E and 35 million in a bull case scenario [1][3] - **AI / AR Glasses**: Expected shipments of 3.7 million and 7.0 million units in 2026 and 2027 respectively, with a projected 32% CAGR leading to 16 million units by 2030E [1][3] - **LEO Satellites**: Acceleration in launches, with Starlink adding 87 satellites recently, totaling 10,955, and plans for 222 launches in January [1][3] 2. **Market Dynamics**: - The Apple supply chain is expected to benefit from the shift in smartphone form factors, driving end demand and increasing dollar content [1] - AI / AR glasses are gaining traction, providing new ways for users to connect with the digital world through enhanced features like POV shots and hands-free communication [1][3] 3. **Future Strategies**: - Management aims to encourage customers to switch to ultra-thin glass (UTG) for satellites to reduce weight and size, thereby saving on launch costs [3] - Plans to expand customer base from global-tier operators to local customers in China [3] Financial Performance and Projections - **Revenue Growth**: Management remains optimistic about revenue growth driven by the aforementioned segments, particularly foldable phones and AI / AR glasses [3] - **Investment Recommendations**: - Buy recommendations for companies in the Apple supply chain including SZS, Hon Hai, Largan, FII, AAC, Lingyi - Buy recommendations for AI / AR glasses suppliers like Omnivision, AAC, Lingyi - Buy recommendation for LEO satellite suppliers like UMT [1][3] Additional Insights - The company is diversifying its product line from glass covers to metal middle frames, indicating a strategic shift to capture a broader market [2] - Management's positive outlook reflects confidence in the technological advancements and market demand for innovative products [3] This summary encapsulates the key points discussed during the management call, highlighting the growth potential and strategic direction of Lens Tech in the evolving technology landscape.

Core Viewpoint - Antai Technology (000969) confirmed its partnership with Lens Technology (300433) in response to investor inquiries, indicating that specific customer cooperation details will be provided through official announcements by the company [1]. Group 1 - Antai Technology is engaged in a partnership with Lens Technology [1]. - The company emphasizes that any specific information regarding customer cooperation should be referenced from formal announcements [1].

截至1月16日收盘，减速器概念上涨2.63%，位居概念板块涨幅第10，板块内，107股上涨，德恩精工 20%涨停，五洲新春、艾迪精密等涨停，恒工精密、德迈仕、斯菱智驱等涨幅居前，分别上涨14.61%、 13.10%、12.71%。跌幅居前的有内蒙一机、双飞集团、晟楠科技等，分别下跌4.02%、2.78%、2.63%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 存储芯片 | 4.08 | Sora概念(文生视频) | -4.67 | | 国家大基金持股 | 4.07 | 快手概念 | -4.58 | | 先进封装 | 3.53 | DRG/DIP | -4.34 | | 中芯国际概念 | 3.44 | 短剧游戏 | -4.21 | | 光刻机 | 3.28 | 小红书概念 | -4.21 | | 第三代半导体 | 3.23 | AI语料 | -3.93 | | 同花顺果指数 | 2.74 | Web3.0 | -3.90 | | 汽车芯片 | 2.69 | 家庭医生 | -3.44 | | MCU芯片 | ...

截至1月16日收盘，同花顺果指数概念上涨2.74%，位居概念板块涨幅第7，板块内，17股上涨，赛腾股 份、长电科技等涨停，环旭电子、长盈精密、工业富联等涨幅居前，分别上涨6.31%、5.12%、4.20%。 跌幅居前的有京东方A、歌尔股份、水晶光电等，分别下跌1.55%、0.45%、0.30%。 同花顺果指数概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600584 | 长电科 技 | 10.00 | 11.01 | 241271.41 | 25.98 | | 601138 | 工业富 联 | 4.20 | 1.32 | 202495.16 | 12.33 | | 300115 | 长盈精 密 | 5.12 | 10.32 | 71238.48 | 11.63 | | 300433 | 蓝思科 技 | 2.11 | 3.30 | 59126.62 | 9.15 | | 300136 | 信维通 信 | ...

格隆汇1月16日丨岱勒新材(300700.SZ)在投资者互动平台表示，公司前期与蓝思科技的合作主要是在消 费电子领域。 ...

每经AI快讯，蓝思科技(06613.HK)涨超4%，截至发稿涨4.12%，报29.8港元，成交额4.75亿港元。 （文章来源：每日经济新闻） ...

蓝思科技（300433）(06613)涨超4%，截至发稿，涨4.12%，报29.8港元，成交额4.75亿港元。 爱建证券指出，公司首先在消费电子传统业务领域持续工艺创新，其次在机器人和服务器液冷等新兴领 域加大产能投放，同时公司在前沿的商业航天领域也有了领先的技术布局。该行持续看好公司立足于自 身在材料加工和精密制造领域的多年沉淀，向消费电子，机器人，服务器零部件和商业航天领域的业务 推进。 消息面上，蓝思科技1月14日在互动平台表示，目前已为国内外多家头部机器人客户批量交付人形机器 人、四足机器人整机和头部模组、关节模组、灵巧手、结构件等，组装出货规模位居行业前列。近期已 确定成为北美头部机器人客户首批核心供应商，头部模组已通过客户认证，结构件等正在认证中。此前 在CES2026上，蓝思科技首次公开展示了其自主研发的航天级超薄柔性玻璃(UTG)光伏封装解决方案。 ...

Core Insights - As of January 15, a total of 169 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stock with the longest consecutive net inflow is Shenwan Hongyuan, which has seen net buying for 13 trading days [1] - Other notable stocks with significant consecutive net inflows include Shijia Guangzi, Lens Technology, Shangwei New Materials, Zhaochi Co., Deep Keda, Zhongchen Technology, Wukuang Capital, and Qianeng Hengxin [1]

Group 1 - The core viewpoint of the article highlights a significant rise in robot concept stocks, with notable increases in share prices for companies such as 极智嘉-W (6.6%), 云迹 (5.79%), 蓝思科技 (3.35%), and 优必选 (2.7%) [1] - According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units in 2025, with 智元 leading the market, followed by 宇树科技 and 优必选 [1] - Omdia forecasts exponential growth in the humanoid robot market over the next decade, predicting that global shipments could reach 2.6 million units by 2035 [1] Group 2 - Guotai Junan Securities released a research report indicating that both international giants like Tesla, Figure, and Boston Dynamics, as well as domestic leaders such as 宇树 and 智元, are poised to achieve breakthroughs in core areas like perception, decision-making, and execution [1] - The report emphasizes the potential for these companies to seize a first-mover advantage in the robot industry during what is referred to as the "ChatGPT moment," facilitating the transition of humanoid robots from laboratory settings to large-scale commercial applications [1]

创业板两融余额及变动 证券时报·数据宝统计显示，截至1月15日，创业板两融余额合计6025.04亿元，较上一交易日增加49.42 亿元。其中，融资余额合计6006.11亿元，较上一交易日增加49.49亿元，为连续九个交易日增加，其间 累计增加504.70亿元。 创业板公司最新融资余额6006.11亿元，已连续九个交易日增加，其间累计增加504.70亿元。 | 日期 | 两融余额（亿元） | 环比增减（亿元） | 融资余额（亿元） | 环比增减（亿元） | | --- | --- | --- | --- | --- | | 2026.01.15 | 6025.04 | 49.42 | 6006.11 | 49.49 | | 2026.01.14 | 5975.62 | 39.51 | 5956.62 | 39.49 | | 2026.01.13 | 5936.11 | 47.18 | 5917.13 | 48.16 | | 2026.01.12 | 5888.93 | 147.95 | 5868.97 | 147.25 | | 2026.01.09 | 5740.98 | 22.43 | 5721.72 | 2 ...