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蓝思科技_花旗 2025 中国会议新动态_2026 年增长动力未减
花旗· 2025-11-16 15:36
12 Nov 2025 18:03:17 ET │ 12 pages Flash | Lens Technology (300433.SZ) What's New from Citi 2025 China Conference: 2026 growth drivers intact CITI'S TAKE Lens Tech attended our China Conference on 12 Nov. We captured key 2026 growth drivers: (1) 2H26 key foldable phone driving ASP increase; (2) Automotive laminated glass for NEV; (3) AI Glass ramp with existing customers and new content with the US XR customer; (4) Increasing robot shipment; and (5) SSD module assembly is faster than expected. The company d ...