Lens(SZ:300433) 2 1 Shi Ji Jing Ji Bao Dao·2025-12-01 23:35Core Viewpoint - Recently, Lens Technology announced the unfortunate passing of independent director Xie Zhiming due to illness, which has led to a reduction in the board members from seven to six, below the required number as per the company's articles of association [1][4]. Company Overview - Lens Technology specializes in the production, assembly, and support of various structural and functional components, including glass, sapphire, ceramics, metals, plastics, touch modules, biometric systems, and acoustic products [4]. - The company was listed on the Shenzhen Stock Exchange in 2015 and submitted an application for a main board listing on the Hong Kong Stock Exchange on March 31, 2025 [4]. Business Developments - As one of the "three giants" in the Apple supply chain, Lens Technology is gradually initiating a "de-Apple" process to reduce its dependency on Apple [4]. - The company has been actively exploring new business layouts, with a focus on humanoid robots, which has garnered significant attention from 226 institutional investors in early November [4]. Financial Performance - In the first three quarters of the year, Lens Technology achieved a revenue of 53.663 billion yuan, representing a year-on-year growth of 16% [6]. - The net profit attributable to shareholders was 2.843 billion yuan, reflecting a year-on-year increase of 20% [6]. - As of December 1, the company's stock price was 28.66 yuan per share, with a market capitalization of 149.7 billion yuan [7]. Future Outlook - Company executives anticipate that the humanoid robot business will yield several thousand units in shipments this year, with quadruped robotic dogs expected to exceed ten thousand units, contributing an estimated revenue of several hundred million yuan [5].