Lens(SZ:300433) Mei Ri Jing Ji Xin Wen·2025-12-26 01:27Core Insights - Lens Technology is a leading provider of one-stop precision manufacturing solutions across the entire smart terminal industry chain, covering products such as smartphones, computers, smart cars, and humanoid robots [1] Group 1: Business Segments - In the consumer electronics sector, Lens Technology has strengthened its leading position in the market for glass, ceramics, sapphire, and metal components, achieving rapid market share growth compared to the previous year [2] - In the smart automotive and cockpit segment, the company leverages its vertical integration capabilities and global production layout to deepen its product matrix, with significant growth in core product lines such as central control modules and wireless charging modules [2] - The company has initiated the production line for automotive glass, expected to achieve mass production by the first quarter of next year, with a total annual capacity to match over one million vehicles once all four production lines are operational [2] Group 2: AI Infrastructure Expansion - Lens Technology plans to acquire 100% of PMG International Co., Ltd. to gain a 95.12% stake in Yuan Shi Technology, which holds NVIDIA RVL certification, a critical entry requirement for NVIDIA's core supply chain [3] - This acquisition will enhance the company's capabilities in AI computing hardware solutions, leveraging its precision manufacturing strengths and advanced liquid cooling systems [3] - The company aims to transform into a global AI hardware innovation platform, significantly boosting its competitive edge in the AI computing infrastructure sector [3] Group 3: Future Growth Potential - Analysts predict that Lens Technology will benefit from the development of AI technology, with all business lines expected to experience comprehensive growth [4]