Lens(SZ:300433) Chang Jiang Shang Bao·2025-12-14 23:51Core Viewpoint - The company, Lens Technology, is actively expanding into new sectors by planning to acquire PMG International Co., LTD, which will enhance its capabilities in AI computing infrastructure and server cabinet technology [2][5][7]. Group 1: Acquisition Details - Lens Technology announced its intention to acquire 100% of PMG International's shares, which will provide access to 95.11645% of Yuan Shi Technology [2][5]. - The acquisition aims to quickly obtain mature technology and customer certifications for specific server cabinet businesses, as well as advanced liquid cooling system integration capabilities [6][7]. - The specific transaction amount and terms will be determined through further negotiations based on due diligence and assessments [5]. Group 2: Industry Expansion - The acquisition will allow Lens Technology to enter the AI computing infrastructure sector, enhancing its transformation into a global AI hardware innovation platform [7][9]. - The company has been diversifying its product offerings beyond consumer electronics, including smart automotive components and humanoid robots [3][11]. - Lens Technology has consistently invested over 2 billion yuan annually in R&D since 2021, totaling significant investments to support its industry exploration [12]. Group 3: Patent and R&D Achievements - As of June 2025, Lens Technology holds 2,266 valid patents, including 511 invention patents and 1,621 utility model patents [4][14]. - The company has accumulated core technologies in materials and processes, leading technological changes in the smart terminal field [13]. Group 4: Financial Performance - Lens Technology's revenue and net profit have shown consistent growth, with projected revenues of 698.97 billion yuan and net profits of 36.24 billion yuan by 2024 [15]. - For the first three quarters of 2025, the company reported revenues of 536.63 billion yuan and net profits of 28.43 billion yuan, reflecting year-on-year growth of 16.08% and 19.91% respectively [16].