Zhi Tong Cai Jing·2025-11-06 05:57Core Viewpoint - Lens Technology has achieved significant growth in the embodied intelligent hardware manufacturing sector, positioning itself as a leading global platform in this industry [1] Group 1: Company Performance - Lens Technology's stock rose by 7.04%, reaching HKD 27.08, with a trading volume of HKD 237 million [1] - The company has successfully scaled its delivery capabilities, with projections of 3,000 humanoid robots and over 10,000 quadruped robotic dogs expected to be shipped by 2025 [1] Group 2: Strategic Developments - The company received an order for 10,000 quadruped robotic dogs from Yujian Robotics, indicating strong demand for its products [1] - The first product from their collaboration, the Rover X1, a household intelligent robot priced at RMB 7,499, has already seen over 5,000 coupons claimed on its launch day [1] Group 3: Market Position and Growth Potential - According to a report from Industrial Securities, Lens Technology is recognized as a leading precision manufacturing platform, with its consumer electronics business serving as a foundation for diversified growth in sectors like smart automotive, AI glasses, and humanoid robots [1] - The company is noted for its exceptional technological innovation, vertical integration of the supply chain, and strong client relationships with major industry players such as Apple, Tesla, and Meta, which are expected to drive future performance [1]