Lens(SZ:300433) Zhong Guo Jing Ying Bao·2025-12-01 23:51Core Viewpoint - The recent passing of independent director Xie Zhiming has led to a reduction in the board members of Lens Technology, although the company assures that its operations will not be adversely affected [1][3]. Company Overview - Lens Technology specializes in the production, assembly, and support of various 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 has applied for a listing on the Hong Kong Stock Exchange as of March 31, 2025 [4]. Recent Developments - Lens Technology is undergoing a "de-Apple" process to reduce its dependency on Apple, exploring new business opportunities [4]. - In early November, the company engaged with 226 institutional investors, focusing on its humanoid robot business, which is expected to generate significant revenue [4]. - The company anticipates shipping thousands of humanoid robots and over ten thousand quadruped robotic dogs this year, with preliminary revenue estimates from the robotics business reaching several hundred million yuan [4]. Financial Performance - For the first three quarters of 2025, Lens Technology reported a revenue of 53.663 billion yuan, a year-on-year increase of 16.08%, and a net profit attributable to shareholders of 2.843 billion yuan, up 19.91% [4]. - The basic earnings per share stood at 0.57 yuan, with the stock price closing at 28.66 yuan per share and a total market capitalization of 151.4 billion yuan as of December 1 [4].