Core Viewpoint - Lens Technology (300433.SZ) is advancing its H-share IPO process in Hong Kong, aiming to raise approximately 43 billion RMB to enhance its global strategy and diversify its product offerings [1][7]. Group 1: IPO Details - The IPO will involve a base issuance of approximately 262 million shares, with a price range set between 17.38 HKD and 18.18 HKD, potentially raising around 46.63 billion HKD (approximately 43 billion RMB) if the midpoint price is used [1][7]. - The IPO process has progressed rapidly, taking about 100 days from the announcement to the start of the offering [7]. - The offering is set to conclude on July 4, with the price announcement on July 8 and trading commencing on July 9 [8]. Group 2: Strategic Objectives - The company aims to allocate 28% of the raised funds to expand its overseas business and 48% to diversify its product and service offerings [10]. - Lens Technology plans to establish new production lines in Vietnam and Thailand for smart terminal components and smart automotive products, expected to be operational by the end of 2025 [10]. Group 3: Diversification and Revenue Trends - The company is actively reducing its reliance on Apple, with sales to Apple decreasing from 71% in 2022 to 49.45% in 2024 [2][12]. - Revenue from smartphones and computers still constitutes about 82% of total revenue in 2023 and 2024, but the company anticipates further diversification in the coming years [12]. - Lens Technology's revenue has shown consistent growth, with figures of 466.99 billion RMB in 2022, 544.91 billion RMB in 2023, and projected 698.97 billion RMB in 2024, alongside net profits increasing from 24.48 billion RMB to 36.24 billion RMB over the same period [12].

根据市场公开信息及4月3日披露的机构调研信息，知名私募同犇投资近期对1家上市公司进行了调研， 相关名单如下： 1）鸿泉物联 （同犇投资参与公司特定对象调研&现场参观&电话会议） 机构简介： 同犇投资是一家有特色的阳光私募。公司成立于2014年1月，实缴资本1000万，2014年5月4日获得私募 投资基金管理人登记证书，是为数不多的由新财富最佳分析师创建的阳光私募，也是"五年金牌分析师 转型阳光私募"的唯一团队。公司总经理、投资总监童驯先生02-13年曾在上海申银万国证券研究所工作 12年，08-12年连续五年荣获新财富食品饮料行业最佳分析师第一名，擅长大消费投资。 以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构成投资建议。 调研纪要：根据商用车行业数据分析，当前工程机械、重卡等商用车销售同比已有所增长；同时在 3 月 18 日，交通运输部、国家发展改革委、财政部联合发布了《关于实施老旧营运货车报废更新的通 知》，当前国四重卡尚有较大存量，如前述政策落地较好，将有望促进重卡新车市场销售。因此，公司 的传统商用车业务，随着景气度提升将直接受益。其次， ...