智通财经网·2025-09-24 07:07Core Viewpoint - The stock of Lens Technology (06613) has risen over 4%, currently at HKD 30.44, with a trading volume of HKD 309 million, driven by news of partnerships and increased production demands from major clients like Apple [1] Group 1: Partnerships and Collaborations - OpenAI has signed an agreement with Luxshare Precision, a major assembler for Apple, to develop a consumer-grade device, indicating a strategic collaboration within the Apple supply chain [1] - Reports suggest that OpenAI is also in discussions with Lens Technology and AAC Technologies regarding component supply, which aligns with OpenAI's team composition from Apple [1] Group 2: Production and Demand - Following the strong pre-sale performance of the standard iPhone 17, Apple has requested Luxshare Precision to increase the daily production of the standard iPhone 17 by approximately 40% [1] - Apple has also notified some non-electronic component suppliers to raise their daily supply by about 30%, reflecting a surge in demand [1] Group 3: Market Outlook and Growth Opportunities - Zhonghang Securities indicates that Lens Technology is deeply integrated with major client Apple, benefiting from a new wave of innovation and expanding into automotive electronics as a second growth curve [1] - The firm is optimistic about opportunities in the Apple supply chain, particularly with the growth of foldable screens and the expansion of AI-related business [1]