Lens(SZ:300433) Zheng Quan Ri Bao Wang·2025-08-26 07:16Core Viewpoint - The company, Lens Technology, is accelerating its transformation into a global AI hardware innovation platform, showing robust growth in its overall performance during the first half of 2025, with a revenue of 32.96 billion yuan and a net profit of 1.194 billion yuan, marking year-on-year increases of 14.18% and 35.53% respectively [1] Group 1: Smartphone Business - The smartphone and computer business segment maintained its industry-leading position, achieving a revenue of 27.185 billion yuan, a year-on-year growth of 13.19% [2] - The company has successfully developed and prepared for mass production of several flagship smartphones, enhancing market share and profitability [2] - As a global core supplier of ultra-thin flexible glass, the company has innovatively introduced a multi-layer structure design for foldable screens, leading the next generation of foldable screen development [2] - The company is well-positioned for mass production of new foldable screen models, with capacity planning and production line construction underway [2] Group 2: Smart Automotive Industry - In the smart automotive sector, the company accelerated its layout in vehicle displays, smart cockpits, and intelligent driving ecosystems, achieving a revenue of 3.165 billion yuan, a year-on-year increase of 16.45% [3] - The company’s ultra-thin laminated car window glass has become a key innovation in smart vehicle cockpits, with successful integration into the production systems of leading domestic car manufacturers [3] - The company has established partnerships with over 30 leading automotive enterprises, expanding its automotive business boundaries and promoting the evolution of smart cockpits into multi-dimensional scenarios [3] Group 3: New Smart Terminal Industry - The company is actively laying out the new smart terminal sector, covering AR glasses, smartwatches, and embodied intelligence, aiming to create an integrated ecosystem of "AI + terminal + scenario" [4] - In the smart head-mounted display and wearable sector, the company achieved a revenue of 1.647 billion yuan, a year-on-year growth of 14.74%, successfully delivering large-scale production of AR glasses to leading domestic clients [4] - The company is also involved in the humanoid robot industry chain, focusing on the development and mass production of core components such as joint modules and exoskeleton devices [4] - The company has made significant progress in emerging smart terminal fields like smart retail and smart home, enriching its high-value product portfolio and enhancing scenario penetration [4]