Lens(SZ:300433) Zhi Tong Cai Jing·2026-01-23 07:09Core Viewpoint - The stock of Lens Technology (300433) (06613) surged over 8%, reaching HKD 31.44 with a trading volume of HKD 753 million, following Elon Musk's announcement regarding advancements in solar energy production by SpaceX and Tesla [1] Group 1: Company Developments - Lens Technology's stock increased by 8.19% as of the latest report [1] - The company showcased its self-developed aerospace-grade ultra-thin flexible glass (UTG) photovoltaic packaging solution at CES 2026 [1] - The company is expected to leverage its expertise in material processing and precision manufacturing to expand into consumer electronics, robotics, server components, and commercial aerospace sectors [1] Group 2: Industry Insights - Elon Musk stated that SpaceX and Tesla aim to achieve an annual solar manufacturing capacity of 100GW within the next three years [1] - GF Securities highlighted that the upgrade of satellite functions and cost reduction needs are driving the increase in satellite solar wing area, with flexible solar wings being the inevitable choice for the next generation of low-orbit satellites [1] - UTG is identified as an irreplaceable material for flexible solar wings, indicating a strong competitive landscape and high technical barriers in this segment [1]