安凯微回复称，公司从阿里云开始就陆续跟阿里系相关板块保持技术合作与交流，包括但不限于芯片、 大模型应用、软硬件解决方案等。公司芯片已经应用于阿里钉钉AI硬件，还有多款AI硬件解决方案支 持阿里云视频平台，千问大模型等，比如AI摄像机、AI眼镜、AI耳机等。除已公开披露信息，其余我 们会按照监管要求履行信息披露义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 格隆汇1月29日｜有投资者在互动平台向安凯微提问：你们公司跟阿里巴巴及阿里系平头哥、阿里云、 千问有哪些合作？ ...

Core Viewpoint - Lens Technology is acquiring a server business company to enhance its core layout in AI computing power, aiming to provide a more complete AI hardware solution and significantly strengthen its competitive edge [1] Group 1: Acquisition Details - The acquisition will allow Lens Technology to quickly obtain mature technology and customer certifications for specific server cabinet businesses, including components such as racks, slides, trays, and Busbars [1] - The integration of advanced liquid cooling systems will complement the company's existing capabilities in precision structural components and vertical integration from materials to modules to complete machines [1] Group 2: Strategic Implications - This move is expected to open new avenues in AI computing infrastructure, accelerating the company's transformation into a global AI hardware innovation platform [1] - As a one-stop precision manufacturing solution provider for the entire smart terminal industry chain, the company is well-positioned to benefit from the development of AI technology, with all business lines anticipated to experience comprehensive growth [1] Group 3: Investment Rating - The company maintains a "buy" rating, reflecting confidence in its future growth prospects following the acquisition [1]

Core Viewpoint - The acquisition of PMG International Co., LTD. by Lens Technology marks a significant step in the company's strategic entry into the AI hardware sector, enhancing its capabilities in server cabinet business and advanced liquid cooling systems [1][2] Group 1: Acquisition Details - Lens Technology signed a share acquisition intention agreement to purchase 100% equity of PMG International Co., LTD. and subsequently acquire 95.11645% equity of Yuans Technology Co., Ltd. [1] - The acquisition will enable Lens Technology to quickly gain access to mature technologies and customer certifications in the server cabinet business, including components like racks, slides, trays, and busbars [1] Group 2: Strategic Implications - This acquisition is seen as a key move for Lens Technology to embrace the AI era, completing its initial layout in the AI hardware sector [2] - The integration of PMG's deep technical expertise in server cabinets and liquid cooling with Lens Technology's over 30 years of experience in "materials-modules-complete machines" vertical integration will enhance its competitive edge in global AI infrastructure [2] - The company aims to deepen collaboration with top global clients and accelerate market share growth in AI server cabinets and efficient liquid cooling systems, laying a solid foundation for becoming a leader in AI hardware [2]