Core Viewpoint - Lens Technology (06613) has seen a nearly 5% increase in stock price, currently trading at 24.04 HKD, with a transaction volume of 46.6551 million HKD. The company has entered the supply chains of several leading robotics firms in North America and domestically, with significant deliveries of joint modules, dexterous hands, and structural components [1][1][1]. Group 1 - The company expects to ship over 3,000 humanoid robots and 10,000 quadruped robotic dogs this year, positioning itself as one of the largest embodied intelligent hardware manufacturing platforms [1][1][1]. - By 2026, the company anticipates doubling the scale of core components and complete assembly of humanoid robots, with humanoid robots and quadruped robotic dogs maintaining a leading position in global shipments by 2027 [1][1][1]. Group 2 - Haitong International highlights that Lens Technology, as a leading platform in the entire smart terminal industry chain, will benefit from the innovation cycle of major clients, with high visibility in business and expected accelerated growth in the next three years for smartphones and computers, as well as promising prospects for humanoid robots and AI servers [1][1][1]. - The company has secured an order for the assembly of 10,000 quadruped robotic dogs from Yujian Robotics and has become a major supplier of its components [1][1][1].
蓝思科技涨近5% 公司机器人业务放量在即 预计年内人形机器人出货3000台以上