Zhi Tong Cai Jing·2026-01-16 07:19Core Viewpoint - Lens Technology (300433)(06613) has seen a stock increase of over 4%, currently trading at 29.8 HKD with a transaction volume of 475 million HKD, indicating strong market interest and confidence in the company's growth prospects [1] Group 1 - The company has successfully delivered humanoid robots, quadruped robots, and various modules to several leading robot clients both domestically and internationally, positioning itself among the top in assembly and shipment scale within the industry [1] - Lens Technology has been confirmed as a core supplier for a leading North American robot client, with head modules already certified by the client and structural components undergoing certification [1] - At CES 2026, the company showcased its self-developed aerospace-grade ultra-thin flexible glass (UTG) photovoltaic packaging solution, highlighting its innovation capabilities [1] Group 2 - According to Aijian Securities, the company is focusing on continuous process innovation in traditional consumer electronics while increasing production capacity in emerging fields such as robotics and server liquid cooling [1] - The company has established a leading technological layout in the cutting-edge commercial aerospace sector, leveraging its long-standing expertise in material processing and precision manufacturing [1] - The outlook remains positive for the company as it expands its business into consumer electronics, robotics, server components, and commercial aerospace sectors [1]