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Guosen 2025 Annual Investment Strategy for the Electronics Industry: AI Revolutionizes Human-Machine Interaction, Asia Vets in Full Swing, the Industry Enters a Year of Valuation Expansion.
In the context of the resonance of the "macroeconomic policy cycle, industry inventory cycle, and AI innovation cycle," the electronics Industry is expected to enter a year of valuation expansion.
Are Lens Technology Co., Ltd. (SZSE:300433) Investors Paying Above The Intrinsic Value?
Lens Technology (300433.SZ): Has the capability to quickly mass-produce various materials for flexible screens, back covers, camera components, and modules for folding screen phones.
On December 16, Geelonghui reported that Lens Technology (300433.SZ) stated on the investor interaction platform that the company has formed long-term strategic partnerships with leading Consumer Electronics brands, becoming the main supplier of appearance parts, structural components, and functional modules. The company has already laid out its technology related to foldable protective screens and has the capability for rapid mass production of Flexible Screens, back covers, camera structural components, and modules in various materials for foldable smartphones, working closely with major brands for research, development, and mass production. Due to customer confidentiality requirements, the company cannot disclose further specific information, and your understanding is appreciated.
Lens Technology (300433.SZ): Engaging in in-depth cooperation with Xiaomi in various fields including Consumer Electronics, New energy Fund, Smart Home, and more.
On December 16, Glonghui reported that Lens Technology (300433.SZ) stated on the investor interaction platform that Xiaomi is an important strategic partner of the company. The two sides are conducting in-depth cooperation in various fields such as Consumer Electronics, New energy Fund, and Smart Home, and are continuously developing new technologies, new products, New Materials, and new equipment through the Xiaomi & Lens Technology joint R&D center. Due to customer confidentiality requirements, the company cannot disclose related specific information, please understand.
Lens Technology (300433.SZ): Related Sapphires structural components have been widely used in high-end Smart Phones, Smart Clothing, and other products.
On December 16, Gelonghui reported that Lens Technology (300433.SZ) stated on the investor interaction platform that the company started its synthetic Sapphires business in 2012, mastering the entire chain technology and capacity from crystal drawing equipment, crystal production, to post-processing. Related Sapphire structural components have been widely used in high-end Smart Phones, Smart Clothing, and other products.
Lens Technology (SZSE:300433) Jumps 6.3% This Week, Though Earnings Growth Is Still Tracking Behind One-year Shareholder Returns
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