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]

智通财经APP获悉，美银证券发布研报称，首次覆盖蓝思科技(06613)，给予H股"买入"评级，目标价26 港元;A股(300433.SZ)目标价29元人民币。该行认为公司在折叠屏iPhone、汽车、智能眼镜及机器人等新 兴领域具有优势，预期将受益于iPhone规格升级，而防反射镀膜、3D玻璃及超薄柔性玻璃(UTG)的应用 也有望提升平均售价。公司的结构件专业技术使其能深度参与客户新产品导入(NPI)流程，从而获取智 能手机以外的组装项目。 ...

美银证券发布研报称，首次覆盖蓝思科技（300433）(06613)，给予H股"买入"评级，目标价26港元;A股 (300433.SZ)目标价29元人民币。该行认为公司在折叠屏iPhone、汽车、智能眼镜及机器人等新兴领域具 有优势，预期将受益于iPhone规格升级，而防反射镀膜、3D玻璃及超薄柔性玻璃(UTG)的应用也有望提 升平均售价。公司的结构件专业技术使其能深度参与客户新产品导入(NPI)流程，从而获取智能手机以 外的组装项目。 ...

美银证券首予蓝思科技"买入"评级，H股目标价26港元，A股目标价29元。该行认为公司在折叠 iPhone、汽车、智能眼镜及机器人等新兴领域有优势，预期公司将受惠于iPhone规格升级，而防反射镀 膜、3D玻璃及超薄柔性玻璃(UTG)的应用亦有望提升平均售价。公司的结构件专业技术更能深度参与客 户的新产品导入(NPI)流程，从而获取智能手机以外的组装项目。 ...

美银证券首予蓝思科技"买入"评级，H股目标价26港元，A股目标价29元。该行认为公司在折叠 iPhone、汽车、智能眼镜及机器人等新兴领域有优势，预期公司将受惠于iPhone规格升级，而防反射镀 膜、3D玻璃及超薄柔性玻璃(UTG)的应用亦有望提升平均售价。公司的结构件专业技术更能深度参与客 户的新产品导入(NPI)流程，从而获取智能手机以外的组装项目。 ...