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港股异动 蓝思科技(06613)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
Jin Rong Jie·2025-08-21 04:17

Core Viewpoint - Lens Technology (06613) has seen a significant stock price increase, reaching a new high since its listing, driven by its advantages in emerging fields such as foldable iPhones, automotive, smart glasses, and robotics [1] Group 1: Company Performance - The stock price of Lens Technology rose over 5%, peaking at 25 HKD, and currently trading at 24.72 HKD with a transaction volume of 286 million HKD [1] - Analysts from Bank of America expect the company to benefit from iPhone specification upgrades, with applications of anti-reflective coatings, 3D glass, and ultra-thin flexible glass (UTG) likely to enhance average selling prices [1] Group 2: Market Position and Growth Potential - Credit Suisse 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 AR glasses [1] - The forecast for Lens Technology indicates a compound annual growth rate (CAGR) of 18% in revenue from 2024 to 2027, driven by increased market share in smartphones and computers, diversification in automotive products, and expansion into emerging fields [1]