智通财经网·2025-08-11 03:15Group 1 - The core point of the article highlights that Lens Technology (06613) has seen a stock increase of over 4%, currently trading at 21.56 HKD with a transaction volume of 172 million HKD [1] - Apple has announced an investment of 2.5 billion USD (approximately 179.65 billion RMB) to jointly build a glass substrate production line with Corning in Kentucky, USA, specifically for iPhone and Apple Watch [1] - Corning, a supplier of glass substrates for Apple, has production bases in the USA, Japan, South Korea, and Chongqing, with the new facility in the USA aimed at producing next-generation glass materials [1] Group 2 - Lens Technology serves as the back-end processing supplier for Apple's glass, with major production bases located in Hunan, China, and Bắc Ninh, Vietnam [1] - Corning has distribution centers in Hong Kong and Hunan to supply Lens Technology, which does not bear the international shipping costs for glass substrates [1] - The establishment of the new production line in the USA is expected to help Lens Technology update and design more complex products, enhancing its market competitiveness [1]