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Apple's AI landing, does it herald a new era for consumer electronics? The fruit chain has already started to "agitate"!
The performance in the third quarter report has exploded.
China Galaxy Securities: The smart phone market is picking up again, with foldable screens and AI driving the replacement cycle.
CounterpointResearch's latest data shows that in the third quarter of 2024, china's smart phone sales increased by 2.3% year-on-year, achieving year-on-year growth for four consecutive quarters, and is expected to achieve the first annual growth in five years.
Lens Technology Co., Ltd. Just Beat EPS By 35%: Here's What Analysts Think Will Happen Next
Lens Technology (300433.SZ): The company's current orders are showing a stable growth trend, without seeing any major fluctuations.
Lens Technology (300433.SZ) recently stated in a conference call that as a leading company in the consumer electronics precision infrastructure industry, it has formed long-term deep cooperation with top consumer electronics brands, becoming the main supplier of appearance parts, structural components, functional modules, and assemblies. In response to the changes in new machines next year, the company is also deeply involved. With the peak season of consumer electronics approaching, various brands are launching new products recently, with many flagship phones already released or about to be released this month, and we have a large share in these products. The company's current orders are showing a stable growth trend, with no signs of decline.
Lens Technology (300433.SZ): The company's metal business is mainly in Taizhou, with some production also taking place in the Changsha factory.
On October 22, GeLonghui reported that Lens Technology (300433.SZ) recently stated in a conference call that the company's metal business is mainly in Taizhou, with some production also taking place in the Changsha factory. After years of operation and coordination, Lens Precision has been highly recognized and praised by customers, with hopes of further expanding its share of existing customers next year. In addition, this year has seen new orders from Android clients, including most of the current top clients, bringing continuous growth to the metal business. In the future, Lens Precision will continue to ensure customer deliveries with high quality, actively explore new customers and product categories, and prepare for next year's demand growth.
lens technology (300433.SZ): There is still room for improvement in the gross margin of the company, and currently, each park continues to operate at full capacity.
Gelonghui October 22nd, Lens Technology (300433.SZ) recently stated in a conference call that the reason for the increase in gross margin is that the company continues to innovate through new technologies, new processes, new materials, and new areas of research and development, continuously increasing product value and profit margins; improving cost reduction and efficiency through lean production; achieving better cost reduction and efficiency through continuous automation; and achieving higher production efficiency and yield. In the future, through continuous automation upgrades and improvement of lean production capabilities, there is still room for improvement in the company's gross margin. Currently, all parks continue to operate at full capacity, fully implementing the existing orders.
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