证券日报网讯12月29日，福斯特（603806）在互动平台回答投资者提问时表示，公司掌握HJT组件封装 中应用的紫外截止(截止膜)和紫外转化(光转膜)等技术，作为全球最大的光伏胶膜供应商，公司将顺应 光伏行业的需求变化，积极探索太空光伏封装材料的全新技术要求。作为平台型的材料公司，除传统的 光伏胶材料以外，公司还具备PI材料和PET材料的技术和生产能力，未来有望将各种不同类型的材料特 性彼此结合，研发出适用于新型应用场景的新材料。 ...

Core Insights - Swiss company Sika announced the establishment of a global R&D center for new composite materials in Tianjin Economic Development Zone, which will be the only R&D center for Sika's composite materials globally [1] - The R&D center will cover an area of 1,000 square meters and is expected to be operational by the end of 2025, focusing on the performance indicators of PET materials and analysis testing [1] - The center aims to support the development of the next generation of high-performance composite material product lines, accelerating the process from concept to mass production to meet the growing market demand in sectors like wind power and new energy vehicles [1] - The establishment of the global R&D center in Tianjin is a strategic move for Sika to align with the demands of the Chinese and Asia-Pacific markets [1] - Once operational, the center will enable Sika to achieve a full industry chain layout from R&D design to manufacturing in the Yixian Intelligent Innovation Park, promoting collaborative development across upstream and downstream industries and enhancing regional industrial competitiveness [1]

Group 1 - Citi initiates coverage of Lens Technology (06613) H-shares with a "Buy" rating and a target price of HKD 26, based on a 19.3x P/E ratio for 2026 [1] - The target price for Lens Technology (300433.SZ) A-shares is raised from RMB 25 to RMB 32, based on a 25.7x P/E ratio, reflecting improved visibility on foldable smartphone upgrades [1] - Citi prefers H-shares over A-shares in the short term from a valuation perspective [1] Group 2 - Lens Technology is expected to be a key beneficiary of Apple's potential foldable iPhone launch in 2026, with an estimated increase of over USD 50 in glass cover value per phone due to the use of ultra-thin glass (UTG) and other materials [2] - The anticipated foldable iPhone is projected to contribute 5% and 12% to Lens Technology's revenue in 2026 and 2027, respectively [2] - The company is expected to benefit from the application of ultra-hard coating technology for front cover glass and increased material value for lightweight back covers, along with a growing share of new iPhone metal frame orders in the second half of 2025 [2] Group 3 - Non-Apple business is expected to support market sentiment and long-term growth, driven by Xiaomi's high-end smartphone strategy and new opportunities in laptop and smart retail payment terminal sectors [2] - The assembly business is anticipated to continue growing, while emerging fields like AI smart glasses and humanoid robots are viewed positively for long-term potential [2]