Group 1 - The core viewpoint of the news is that Lens Technology has successfully exercised its overall coordinator's 15% over-allotment option, resulting in the issuance of 39.3384 million shares at a price of HKD 18.18 per share, generating a net additional income of approximately HKD 711 million [3] - The stabilization period for the global offering has ended as of August 3, and Lens Technology has been added to the Hong Kong Stock Connect eligible securities list effective August 4 [3] - According to Ping An International, Lens Technology has strong growth momentum in the short, medium, and long term, driven by the increasing value of glass in ultra-thin and foldable smartphones over the next three years, which will enhance average unit price and gross margin [3] Group 2 - The penetration of UTG glass in foldable smartphones starting next year is expected to sustain the momentum for mobile phone cover glass [3] - The automotive glass business is anticipated to enter a harvest period next year, providing medium-term growth momentum [3] - Lens Technology's multi-material layout, including metals like aluminum and titanium, is maintaining an upward trend, while its potential new industries such as humanoid robots and AI glasses are expected to secure long-term growth space and certainty [3]

Group 1 - The stock of Lens Technology (300433) (06613) rose over 7% in early trading, currently up 4.49% at HKD 20.5, with a trading volume of HKD 175 million [1] - On August 3, Lens Technology announced that overall coordinators fully exercised a 15% over-allotment option, involving a total of 39.3384 million shares at a price of HKD 18.18 per share, resulting in a net additional income of approximately HKD 711 million [1] - The stabilization period for the global offering ended on the same day, and the Shenzhen Stock Exchange announced adjustments to the list of Hong Kong Stock Connect eligible securities, effective from August 4, including the addition of Lens Technology [1] Group 2 - According to Ping An International, Lens Technology has ample growth momentum in the short, medium, and long term, driven by the increasing value of glass per unit from ultra-thin and foldable smartphones over the next three years, which will enhance average unit price and gross margin [1] - Starting next year, the penetration of UTG glass in foldable smartphones is expected to sustain the momentum for mobile phone cover glass [1] - The automotive glass business is anticipated to enter a harvest period next year, providing medium-term growth momentum [1] - Lens Technology's diversified material layout, including metals like aluminum and titanium, continues to show an upward trend [1] - The company is also well-positioned in emerging industries such as humanoid robots and AI glasses, ensuring long-term growth potential and certainty [1]

Group 1 - BMW has signed a cooperation agreement with Nanjing Jianye District to establish a wholly-owned subsidiary, "BMW (Nanjing) Information Technology Co., Ltd." This subsidiary will operate independently and become one of BMW's six global information technology research and development centers, marking the first and only such center in China [1] - FAW Qixin Power (Changchun) Technology Co., Ltd. has been officially established as a wholly-owned subsidiary of China FAW. The company will focus on developing powertrains for Hongqi and Bestune models, including engines, transmissions, and new energy power batteries [1] - The Lixun Robotics headquarters project has commenced in Changshu with a total investment of 5 billion yuan. The project is expected to be completed and put into production by the end of this year, achieving an annual output value of 10 billion yuan upon reaching full capacity [1] Group 2 - Corning's commitments to the European Union have been accepted to avoid potential antitrust fines. The EU's investigation focused on Corning's exclusive supply agreements with mobile manufacturers and glass processing companies, which raised concerns about competition in the market [2] - Corning's final commitments include the cancellation of all exclusive procurement clauses in existing agreements and not restricting the procurement ratios of equipment manufacturers and glass processors. The EU believes these commitments will address antitrust concerns identified in preliminary assessments [2]