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蓝思科技盘中涨超5% 股价再创上市新高 公司兼具新兴领域卡位优势

Core Viewpoint - The stock of Lens Technology (300433) (06613) has reached a new high, driven by its advantages in emerging fields such as foldable iPhones, automotive, smart glasses, and robotics, with expectations of benefiting from iPhone specification upgrades [1] Group 1: Company Performance - Lens Technology's stock price increased over 5% during trading, peaking at 25 HKD, marking a new high since its listing [1] - As of the report, the stock was up 4.22%, trading at 24.72 HKD with a transaction volume of 286 million HKD [1] Group 2: Market Position and Growth Potential - Bank of America Securities believes that the company will benefit from the upgrade of iPhone specifications, with applications of anti-reflective coatings, 3D glass, and ultra-thin flexible glass (UTG) expected to enhance average selling prices [1] - Credit Lyonnais recently highlighted that Lens Technology is a major supplier of glass covers and metal casings for Apple, benefiting from increased average selling prices, market share expansion, and trends in foldable iPhones and 3D glass [1] - The company is also a key supplier for Tesla's smart cockpit and is expanding into Xiaomi's automotive window glass sector, while collaborating with industry leaders to venture into humanoid robots and AI-enhanced reality (AR) glasses [1] - The firm forecasts a compound annual growth rate (CAGR) of 18% for Lens Technology's revenue from 2024 to 2027, driven by increased market share in smartphones and computers, diversification in automotive products, and expansion into emerging fields [1]