拿下英伟达核心供应商！蓝思科技谋局AI服务器新赛道，构建多元化增长引擎

Core Viewpoint - Lens Technology (300433.SZ) has shown strong stock performance, rising 13.43% to close at 30.65 CNY per share, while the A-share consumer electronics sector declined by 1.82%. The company's stock has increased over 43% year-to-date, driven by a strategic acquisition of 100% equity in Peimei Gao International Limited, which will enhance its capabilities in AI computing hardware solutions [1][2]. Group 1: Acquisition and Strategic Positioning - The acquisition of Peimei Gao International Limited allows Lens Technology to gain access to mature technologies and customer certifications in the server cabinet business, enhancing its competitive edge in AI computing hardware [1][2]. - The target company, Yuanshi Technology, has committed to maintaining the necessary operational elements for the server cabinet business for at least three years post-acquisition [1]. Group 2: Market Trends and Growth Potential - Lens Technology is positioned to benefit from the explosive growth in global computing demand driven by rapid advancements in AI technology, with Bain & Company predicting that global AI computing demand could reach 200 GW by 2030 [2]. - The company has already established partnerships with major North American clients and is expanding into liquid cooling modules and SSD assembly, with plans for large-scale production by 2026 [2]. Group 3: Diversified Business Matrix - Beyond AI infrastructure, Lens Technology has developed a diversified business matrix that includes end-side hardware, robotics, and computing infrastructure, with significant growth in AI mobile phone components and smart automotive products [3]. - The company expects to ship 3,000 humanoid robots and over 10,000 quadruped robotic dogs this year, establishing a leading position in the intelligent hardware manufacturing sector [3]. Group 4: Financial Performance - In the third quarter, Lens Technology reported revenue of 53.663 billion CNY, a year-on-year increase of 16.08%, and a net profit of 2.843 billion CNY, up 19.91%. The third quarter alone saw record revenue of 20.702 billion CNY, reflecting a 19.25% increase year-on-year [3].