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高盛-蓝思科技：管理层电话会议要点_折叠屏手机带来新机遇；汽车玻璃推动多元化
LENSLENS(HK:06613) Goldman Sachs·2025-07-07 15:45

7 July 2025 | 9:02AM HKT GC Tech: Lens Tech (300433.SZ): Mgmt. Call takeaways: Foldable phones bring new opportunities; Vehicle glass drives diversification We talked to Lens Tech (300433.SZ, Not Covered) management recently. Management remains positive on foldable phones end market demand on the back of differentiation, new use cases, and technology getting more ready to bring solid user experience to end consumers. Foldable phones would also drive the company's opportunities in components, from glass cove ...