蓝思科技拟收购裴美高国际：千亿果链龙头加注AI算力，锁定英伟达供应链

Group 1 - The core point of the article is that Lens Technology (300433.SZ) plans to acquire 100% equity of PMG International Co., LTD. to gain a 95.11645% stake in Yuans Technology Co., Ltd. This acquisition is not classified as a related party transaction or a major asset restructuring [1][9] - The specific transaction amount and plan will be determined through further negotiations based on due diligence, auditing, and evaluation results [1][9] Group 2 - Lens Technology is a major player in the A-share "fruit chain" and has established itself as a key part of the AI hardware supply chain, focusing on AI smartphones, glasses, wearables, and smart vehicles [2][10] - The company has identified AI servers as a critical strategic area, expanding into liquid cooling modules and SSD assembly, which are essential for meeting the growing demand for computing power [2][10] - The acquisition will allow Lens Technology to quickly obtain mature technology and customer certifications for server cabinet business, enhancing its core competitiveness in AI computing hardware solutions [2][11] Group 3 - The liquid cooling market for AI servers is projected to reach $23.7 billion by 2030, indicating a significant shift in the supply chain landscape [3][11] - This acquisition marks a key move for Lens Technology in embracing the AI era and completing its layout in the AI hardware sector [3][11] Group 4 - In the first three quarters of 2025, Lens Technology reported a revenue increase of 16.08% to 53.663 billion yuan and a net profit increase of 19.91% to 2.843 billion yuan [4][11] - The company anticipates higher growth in Q4 2025 due to various factors, including a high base in Q3 2024 and new product launches [5][12] Group 5 - Lens Technology has been planning and laying out its strategy in the AI-driven server and infrastructure sector, focusing on cooling upgrades and establishing a global manufacturing layout for intelligent robots [7][13] - The company aims to become a global leader in AI edge hardware manufacturing, with a three-year plan to increase R&D investment and focus on core areas such as consumer electronics, smart vehicles, and robotics [7][14] Group 6 - The chairman of Lens Technology believes that the industry is at a critical point for a new explosion in AI edge hardware, predicting that 2026 will be the true "year of AI edge" [8][14] - The consumer electronics industry is undergoing a systemic transformation, moving from single product competition to ecosystem collaboration, driven by technological breakthroughs and cross-industry innovations [8][14]