AI增强现实(AR)眼镜
Search documents
港股异动 | 蓝思科技(06613)盘中涨超5% 股价再创上市新高 公司兼具新兴领域卡位优势
智通财经网· 2025-08-21 03:31
Core Viewpoint - The stock of Lens Technology (06613) has reached a new high since its listing, driven by positive market sentiment and expectations of growth in emerging sectors such as foldable iPhones, automotive, smart glasses, and robotics [1] Group 1: Company Performance - Lens Technology's stock price increased over 5% during trading, peaking at 25 HKD, marking a new high since its IPO [1] - As of the latest update, the stock is trading at 24.72 HKD with a transaction volume of 286 million HKD [1] Group 2: Market Opportunities - Bank of America Securities highlights the company's advantages in emerging fields, anticipating benefits from iPhone specification upgrades and the application of anti-reflective coatings, 3D glass, and ultra-thin flexible glass (UTG) which are expected to enhance average selling prices [1] - Credit Lyonnais notes that Lens Technology is a key supplier of glass covers and metal casings for Apple, benefiting from increased average selling prices, market share expansion, and trends in foldable iPhones and 3D glass [1] Group 3: Future Growth Projections - The company is projected to achieve a compound annual growth rate (CAGR) of 18% in revenue from 2024 to 2027, driven by increased market share in smartphones and computers, diversification in automotive products, and expansion into emerging sectors [1] - Lens Technology is also a critical supplier for Tesla's smart cockpit and is expanding into Xiaomi's automotive glass market, while collaborating with industry leaders in humanoid robotics and AI-enhanced reality (AR) glasses [1]