Lens(SZ:300433) Zheng Quan Ri Bao Wang·2025-12-30 07:11Group 1 - The core theme of the upcoming CES 2026 for Lens Technology is "Defining the Physical Boundaries of AI," showcasing a comprehensive AI hardware ecosystem that includes embodied intelligence, AI data centers, consumer electronics, AI hardware, and smart cockpits [1] - Lens Technology is shifting its strategic focus towards the integration of "AI + hardware," aiming to become a core engine driving the physical world of AI by expanding from critical supply chain segments to cutting-edge fields [1][3] - The company plans to present five major highlights at the exhibition, addressing pain points in AI hardware evolution, including a high-degree-of-freedom bionic dexterous hand, a full-stack liquid cooling solution for AI data centers, ultra-thin flexible glass for consumer electronics, next-generation AI/AR glasses, and an intelligent cockpit system [2] Group 2 - The introduction of a full-stack liquid cooling solution and high-precision cabinets for AI data centers is expected to reduce AI computing costs by over 30% through the use of photon transmission instead of copper cables [2] - Lens Technology's self-developed flexible cover glass (UTG) has achieved a leading position in industry shipment volumes, and its high-heat-dissipation backplane has entered the supply chain of global core customers [2] - The chairman of Lens Technology, Zhou Qunfei, has publicly stated the company's future goal to become a leading manufacturer in the AI edge hardware sector, indicating a significant transformation from precision manufacturing to an ecosystem that integrates hardware, algorithms, and scenarios [3]