Core Viewpoint - Lens Technology (06613) has seen a significant stock price increase, reaching a new high since its listing, driven by its advantages in emerging fields such as foldable iPhones, automotive, smart glasses, and robotics [1] Group 1: Company Performance - The stock price of Lens Technology rose over 5%, peaking at 25 HKD, and currently trading at 24.72 HKD with a transaction volume of 286 million HKD [1] - Analysts from Bank of America expect the company to benefit from iPhone specification upgrades, with applications of anti-reflective coatings, 3D glass, and ultra-thin flexible glass (UTG) likely to enhance average selling prices [1] Group 2: Market Position and Growth Potential - Credit Suisse highlighted that Lens Technology is a major 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] - The company is also a key supplier for Tesla's smart cockpit and is expanding into Xiaomi's automotive window glass sector, while collaborating with industry leaders to venture into humanoid robots and AI-enhanced AR glasses [1] - The forecast for Lens Technology indicates 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 fields [1]

Core Viewpoint - Bank of America Securities initiates coverage on Lens Technology (06613), assigning a "Buy" rating for H-shares with a target price of HKD 26 and RMB 29 for A-shares, highlighting the company's advantages in emerging fields such as foldable iPhones, automotive, smart glasses, and robotics [1] Group 1 - The company is expected to benefit from the upgrade of iPhone specifications, which will enhance its market position [1] - The application of anti-reflective coatings, 3D glass, and ultra-thin flexible glass (UTG) is anticipated to increase the average selling price [1] - The company's expertise in structural components allows it to deeply engage in the new product introduction (NPI) process for clients, enabling access to assembly projects beyond smartphones [1]

Core Viewpoint - Bank of America Securities initiates coverage on Lens Technology (300433) with a "Buy" rating for H-shares, setting a target price of HKD 26, and a target price of CNY 29 for A-shares, indicating strong growth potential in emerging sectors such as foldable iPhones, automotive, smart glasses, and robotics [1] Group 1 - The company is expected to benefit from the specification upgrades of the iPhone, which will enhance its market position [1] - The application of anti-reflective coatings, 3D glass, and ultra-thin flexible glass (UTG) is anticipated to increase the average selling price [1] - The company's expertise in structural components allows it to deeply engage in the new product introduction (NPI) process for clients, enabling it to secure assembly projects beyond smartphones [1]

Core Viewpoint - Bank of America Securities initiates a "Buy" rating for Lens Technology, setting a target price of HKD 26 for H-shares and CNY 29 for A-shares, citing the company's advantages in emerging fields such as foldable iPhones, automotive, smart glasses, and robotics [1] Group 1 - The company is expected to benefit from the upgrade of iPhone specifications [1] - The application of anti-reflective coatings, 3D glass, and ultra-thin flexible glass (UTG) is anticipated to enhance the average selling price [1] - The company's expertise in structural components allows deeper involvement in clients' new product introduction (NPI) processes, enabling access to assembly projects beyond smartphones [1]

Core Viewpoint - Bank of America Securities initiates a "Buy" rating for Lens Technology, setting a target price of HKD 26 for H-shares and CNY 29 for A-shares, citing the company's advantages in emerging fields such as foldable iPhones, automotive, smart glasses, and robotics [1] Group 1 - The company is expected to benefit from the upgrade of iPhone specifications, which will enhance its market position [1] - The application of anti-reflective coatings, 3D glass, and ultra-thin flexible glass (UTG) is anticipated to increase the average selling price [1] - The company's expertise in structural components allows for deeper involvement in clients' new product introduction (NPI) processes, enabling access to assembly projects beyond smartphones [1]