Zheng Quan Ri Bao Wang·2025-11-18 10:37Core Insights - The official launch of the new production base for Lens Technology's smart robotics in Liuyang marks a significant step in the company's strategy to integrate "consumer electronics + smart vehicles + emerging smart terminals" [1] - The new facility aims to establish a leading global base for intelligent equipment and embodied intelligence servers, aligning with the trend of AI moving from cloud to edge devices [1] Production Capabilities - The new base covers 400 acres with a factory area of 189,000 square meters, capable of producing 10,000 sets of large automation equipment and 500,000 units of embodied intelligent robots annually, ensuring a complete ecosystem from material research to assembly [2] - The production network will center around Changsha, with support from Southeast Asia (Thailand, Vietnam), focusing on serving international markets, particularly North America [2] - The company has developed a business matrix around "intelligent equipment," "embodied intelligence," and "AI servers," providing comprehensive solutions across AI hardware scenarios [2] Technological Integration - In the field of embodied intelligence, the company has established a vertically integrated platform covering core components to complete assembly, including innovative materials and key modules [3] - The company aims to double the scale of humanoid robot core components and assembly by 2026, with plans to maintain a leading position in global shipments of humanoid robots and quadruped robotic dogs by 2027 [3] Competitive Advantage - Lens Technology is leveraging its 30 years of experience in precision materials and vertical integration in consumer electronics to build a comprehensive hardware solution capability across various scenarios [4] - The company emphasizes systemic breakthroughs in "materials + processes + equipment," achieving full coverage of core technologies in AI edge hardware [4] - A three-year plan has been announced to increase R&D investment, focusing on edge hardware, multi-modal integration technology, and new materials, aiming to become a global leader in AI edge hardware manufacturing [4] Market Outlook - Experts believe that Lens Technology's experience in vertical integration and technology innovation in the consumer electronics sector positions it well to reshape its valuation through the emerging robotics industry [5]