Lens(SZ:300433) 智通财经网·2025-06-23 02:03Core Viewpoint - Lens Technology is a leading provider of one-stop precision manufacturing solutions for the entire industry chain of smart terminal products, ranking first in the global market share for precision structural components and module solutions in consumer electronics and smart automotive interaction systems, with shares of 13.0% and 20.9% respectively [4]. Group 1: Business Overview - Lens Technology provides a wide range of structural and functional module products for consumer electronics, including cover glass, metal frames, touch modules, display modules, thermal modules, RF antennas, biometric recognition, and wireless charging [4]. - In the smart automotive sector, the company develops and produces diverse automotive electronics and structural components, offering innovative solutions such as in-car electronic glass and components for central control screens and dashboards [4]. - The company is also expanding into emerging smart terminal fields, including humanoid robots, AI glasses/XR headsets, and smart retail, collaborating with leading companies to provide core components and assembly services [4]. Group 2: Financial Performance - For the fiscal years 2022, 2023, and 2024, Lens Technology reported total revenues of approximately RMB 466.99 billion, RMB 544.91 billion, and RMB 698.97 billion respectively, indicating a growth trajectory [5]. - The annual profits for the same periods were approximately RMB 25.2 billion, RMB 30.42 billion, and RMB 36.77 billion, reflecting a consistent increase in profitability [5]. - The revenue breakdown shows that contracts with customers accounted for 99.8% of total revenue across the three years, while rental income remained a minor component at 0.2% [7].