Ge Long Hui A P P·2025-12-12 06:19Core Viewpoint - Lens Technology is acquiring a server business company to enhance its core layout in AI computing power, aiming to provide a more complete AI hardware solution and significantly strengthen its competitive edge [1] Group 1: Acquisition Details - The acquisition will allow Lens Technology to quickly obtain mature technology and customer certifications for specific server cabinet businesses, including components such as racks, slides, trays, and Busbars [1] - The integration of advanced liquid cooling systems will complement the company's existing capabilities in precision structural components and vertical integration from materials to modules to complete machines [1] Group 2: Strategic Implications - This move is expected to open new avenues in AI computing infrastructure, accelerating the company's transformation into a global AI hardware innovation platform [1] - As a one-stop precision manufacturing solution provider for the entire smart terminal industry chain, the company is well-positioned to benefit from the development of AI technology, with all business lines anticipated to experience comprehensive growth [1] Group 3: Investment Rating - The company maintains a "buy" rating, reflecting confidence in its future growth prospects following the acquisition [1]