Lens(SZ:300433)2025-10-22 00:26Group 1: AI Hardware Development - The company has established a leading position in AI edge hardware development and has engaged in deep R&D, collaborating with top global AI platform companies as a core supplier for new AI hardware products [2] - The company is actively involved in the prototype development and design phase of next-generation AI hardware, leveraging its advantages in R&D design, lean production, and vertical supply chain integration [2] Group 2: Humanoid Robot Business - The company has built a vertically integrated platform for humanoid robots, covering everything from innovative material development to precision manufacturing and system integration [3] - It is expected to ship 3,000 humanoid robots and over 10,000 quadruped robots in the year, positioning itself as one of the largest manufacturers of embodied intelligent hardware [3] - The new headquarters for intelligent robots will be operational on November 18, further expanding capabilities in material development and large-scale production [3] Group 3: AI Server Business - The company has initiated AI server product development, starting with chassis components and expanding into liquid cooling modules and solid-state drive assembly [4] - Major server clients are being targeted for both domestic and international markets, with chassis components already in bulk shipment and solid-state drive assembly expected to achieve scale production next year [4] Group 4: Smart Glasses and Wearable Technology - The company has provided precision structural components and optical modules for a leading North American client's new consumer-grade smart glasses, with plans to expand into additional assembly areas [4] - A new subsidiary, Lens Technology (Changsha) Co., Ltd., has been established to deepen its engagement in the optical industry and enhance its competitive position [4] Group 5: Market Outlook and Performance - Following the release of a new ultra-thin machine, market response has exceeded expectations, leading to increased sales forecasts for the year [5] - The company anticipates a higher growth rate in Q4 due to factors such as last year's high base, delayed new product deliveries, and increased orders [5]