Workflow
启动拟赴港上市叠加“碰一下概念股”,蓝思科技股价大涨超9%

Group 1 - The core viewpoint of the news is that Lens Technology (蓝思科技) is initiating an H-share issuance plan to raise up to HKD 4.8 billion, aiming to enhance its global strategy and diversify its product offerings [1][2] - The company plans to allocate 28% of the raised funds to expand its overseas business and 48% to enrich and expand its product and service portfolio [1] - Lens Technology has successfully reduced its revenue dependency on Apple, with the proportion of revenue from Apple decreasing from approximately 71% in 2022 to 49.45% in 2024, and it is expected to drop below 50% by 2025 [1] Group 2 - Lens Technology is accelerating its collaboration with Alipay to promote the "Tap to Pay" concept, providing assembly and ODM capabilities for Alipay's NFC payment devices [3][4] - The company has rapidly deployed its devices across 100 cities and over 1,000 business districts in China, indicating strong market penetration [3] - The global NFC payment market is projected to grow to USD 67.71 billion by 2028, with a compound annual growth rate of approximately 19.5%, highlighting significant growth potential in the NFC industry [3]