Summary of the Conference Call for Lens Technology (蓝思科技) Industry and Company Overview - Lens Technology is a leading player in the consumer electronics and automotive sectors, with a strong focus on precision manufacturing for smart devices, including smartphones, computers, smart cars, and servers [2][3]. Key Financial Highlights - Revenue is projected to increase from 45.2 billion to 69.8 billion CNY, while profit is expected to rise from 2 billion to 3.6 billion CNY, indicating robust growth momentum [2][3]. Core Business Insights - The company maintains close collaborations with major North American clients in the consumer electronics sector and is actively expanding its AI glasses business through partnerships with Rokid, Meta, and Apple, suggesting stable growth in this area [2][3]. - In the automotive sector, Lens Technology offers a diverse product line, including smart cockpit glass, B-pillars, body structural components, and rearview mirrors, with partnerships established with leading clients like Tesla and Xiaomi, indicating a promising market outlook [2][4]. - Since 2016, the company has provided joint modules, dexterous hands, and complete assembly services to various robotics companies, accumulating significant technical expertise for future developments in the robotics field [2][5]. New Business Developments - Through acquisitions of Feimei Gao International and Yuanshi Technology, Lens Technology has rapidly entered the AI server market, forming an integrated capability for material module assembly and securing orders from specific domestic and international clients, which is expected to become a new growth engine [2][5]. - The company has made significant progress in commercial aerospace, with established shipments of satellite protection glass and radiation-proof glass to North American clients, while also expanding its domestic market presence [4][6]. Future Growth Directions - Lens Technology plans to continue its focus on multiple sectors, including consumer electronics, new terminal glasses, new energy vehicles, robotics, AI servers, and commercial aerospace. The upcoming 20th-anniversary special edition release from Apple is expected to significantly benefit the company as a core structural component supplier [7]. - New business lines such as automotive laminated glass, humanoid robot joint modules, and liquid-cooled AI servers are anticipated to become additional growth points [7].

证券日报网讯12月4日，华勤技术（603296）在互动平台回答投资者提问时表示，公司已于2021年取得 液冷装置及设备的实用新型专利，并在多款液冷AI服务器中落地应用。目前公司在面向互联网客户和 行业客户的AI服务器上有使用该液冷散热技术，并且在未来产品规划上将进一步推进更多新型高效能 的液冷方案，实现在数据中心部署时更佳的性能与能效表现。 ...

格隆汇12月4日丨华勤技术(603296.SH)在互动平台表示，公司已于2021年取得液冷装置及设备的实用新 型专利，并在多款液冷AI服务器中落地应用。目前公司在面向互联网客户和行业客户的AI服务器上有 使用该液冷散热技术，并且在未来产品规划上将进一步推进更多新型高效能的液冷方案，实现在数据中 心部署时更佳的性能与能效表现。 ...

Core Viewpoint - Lenovo Group will host its annual Tech World event at CES 2026, marking a significant milestone as it becomes the first Chinese tech company to hold a major technology conference at the Sphere venue in Las Vegas [1][3][4] Group 1: Event Details - CES 2026 will take place from January 6 to January 9, 2026, in Las Vegas, and Lenovo's Tech World will be a highlight on January 6 [1] - The event will feature a unique audiovisual experience, showcasing Lenovo's innovations under the theme "Smarter AI for All" [3][4] - Lenovo's Chairman and CEO Yang Yuanqing will deliver a keynote speech, unveiling new products and innovations, and discussing the company's AI-driven strategies [3][4] Group 2: Technological Innovations - Lenovo aims to redefine the future technology landscape through seamless integration of AI-driven devices, infrastructure, and services [6][8] - The Sphere venue will enhance the Tech World experience with its massive LED dome and advanced audio systems, creating an immersive environment for attendees [4][7] - Lenovo has a history of launching groundbreaking AI products at Tech World, evolving from a PC leader to a hybrid AI innovator [4][6] Group 3: AI and Sports Integration - Lenovo will reveal how its technology is transforming the F1 racing experience and provide updates on the "first AI World Cup" scheduled for 2026 [8][11] - The company is positioned as a key player in the "AI + Sports" sector, leveraging its capabilities to deliver comprehensive solutions for high-density data environments like F1 [8][9] - Lenovo's collaboration with FIFA for the 2026 World Cup will include hardware and innovative scenarios to enhance the experience for players, coaches, referees, and fans [11][12]