Market Overview - The Shanghai Composite Index rose by 1.65% on September 11, with 31 out of 41 sectors experiencing gains, led by the communication and electronics sectors, which increased by 7.39% and 5.96% respectively [1] Fund Flow Analysis - The net inflow of capital in the two markets reached 34.518 billion yuan, with 11 sectors seeing net inflows. The electronics sector topped the list with a net inflow of 21.723 billion yuan, followed by the computer sector with a net inflow of 8.479 billion yuan [1] - Conversely, 20 sectors experienced net outflows, with the pharmaceutical and biological sector leading the outflows at 3.975 billion yuan, followed by the media sector with 2.738 billion yuan [1] Electronics Sector Performance - The electronics sector saw a significant increase of 5.96%, with 443 out of 467 stocks rising, including 28 stocks hitting the daily limit up. Only 23 stocks declined, with 1 stock hitting the daily limit down [2] - Among the stocks in the electronics sector, 280 experienced net inflows, with 41 stocks receiving over 100 million yuan in net inflows. The top stock for net inflow was Luxshare Precision, with 2.788 billion yuan, followed by Haiguang Information and Shenghong Technology with 2.467 billion yuan and 1.361 billion yuan respectively [2] Electronics Sector Capital Outflow - The top stocks with net outflows in the electronics sector included Lens Technology, Tianyue Advanced, and Transsion Holdings, with net outflows of 508 million yuan, 147 million yuan, and 147 million yuan respectively [3]

Core Viewpoint - The company, Lens Technology (300433.SZ), has denied rumors regarding the adoption of a CPI+UTG solution for foldable screens by a North American client, asserting that UTG has become the mainstream trend for foldable screens due to its superior performance metrics compared to CPI [1][3]. Group 1 - The company is a global core supplier of UTG, leveraging its strong technical foundation, comprehensive patent portfolio, and mature mass production capabilities [1]. - The company is actively collaborating with major clients to develop related products and has initiated capacity construction for the next generation of foldable screen UTG [1]. - The company is providing robust support for the mass production of high-end foldable devices for its major clients [1].

Core Viewpoint - The rumors regarding North American major clients adopting the CPI+UTG solution for foldable screens are untrue, as confirmed by the company [1] Group 1: Company Position - The company, Lens Technology, is a global core supplier of UTG (Ultra-Thin Glass) and is actively collaborating with major clients to develop related products [1] - The company has initiated capacity construction for the next generation of foldable screen UTG, providing strong support for the mass production of high-end foldable devices for major clients [1] Group 2: Industry Trends - UTG has become the new mainstream trend for foldable screens, outperforming CPI (Colorless Polyimide) in terms of crease, hardness, light transmittance, and tactile performance [1]

Core Viewpoint - The company has confirmed that it is adequately prepared for the production of a new ultra-thin model for a major client, countering rumors of limited capacity [1] Group 1: Production and Capacity - The company has been working overtime since the second half of the year to arrange production for the new product [1] - Current orders indicate that production capacity is very sufficient, and the market outlook for the ultra-thin model is optimistic [1] Group 2: Product Innovation - The company is enhancing product value significantly by introducing new technologies and processes to create high-end innovative products [1] - These innovations are becoming a crucial growth point for the company's performance [1]

Core Viewpoint - The company has confirmed that it has sufficient production capacity for a new ultra-thin model from a major client, countering rumors of limited supply [1] Group 1: Production and Capacity - The company has been ramping up production since the second half of the year to meet the demand for the new product [1] - Current orders indicate that production capacity is very ample, and the market outlook for the ultra-thin model is positive [1] Group 2: Product Innovation - The company is enhancing product value significantly by introducing new technologies and processes to create high-end innovative products [1] - These innovations are becoming a crucial growth driver for the company's performance [1]

Core Viewpoint - The company, Lens Technology, has confirmed that it is adequately prepared for the production of a new ultra-thin model for a major client, countering rumors of limited capacity [1] Group 1: Production Capacity - The company has arranged for increased production to meet the demand for the new ultra-thin model starting from the second half of the year [1] - Current orders indicate that production capacity is very sufficient, and the market outlook for the ultra-thin model is optimistic [1] Group 2: Product Innovation - The company is implementing new technologies and processes to create high-end innovative products, significantly enhancing product value [1] - This innovation is becoming an important growth driver for the company's performance [1]

Core Viewpoint - Lens Technology announced a share buyback operation on September 9, purchasing 1,003,800 shares as part of a larger buyback plan of 500 million to 1 billion yuan, aimed at stabilizing stock prices and boosting investor confidence in the company's long-term development [1] Summary by Categories - **Share Buyback Details** - The company has cumulatively repurchased 1,487,000 shares recently [1] - The current buyback is part of a planned range of 500 million to 1 billion yuan [1] - **Market Strategy** - The company intends to continue share repurchases based on market fluctuations [1] - The buyback aims to maintain stock price stability and protect the interests of small and medium investors [1]

Core Viewpoint - Lens Technology (300433)(06613) announced a share buyback plan, investing 30.0644 million yuan to repurchase 1.0038 million A-shares on September 9, 2025 [1] Group 1 - The company plans to repurchase shares as part of its financial strategy [1] - The total amount allocated for the buyback is 30.0644 million yuan [1] - The number of A-shares to be repurchased is 1.0038 million [1]

Group 1 - The company, Lens Technology (06613), announced a share buyback plan [1] - The company will spend 30.0644 million yuan to repurchase 1.0038 million A-shares [1] - The buyback is scheduled to take place on September 9, 2025 [1]

Core Viewpoint - Lens Technology (06613.HK) announced a share buyback plan, intending to repurchase 1 million A-shares at a total cost of 30.06 million RMB, with a buyback price range of 29.86 to 30.15 RMB per share [1] Summary by Category - **Company Actions** - Lens Technology plans to spend 30.06 million RMB to buy back 1 million A-shares [1] - The buyback price is set between 29.86 and 30.15 RMB per share [1]