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Lens Technology Co., Ltd. (SZSE:300433) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?
Market Chatter: NIO Launches EV-Compatible Smartphone
Shanxi Securities: The era of AI phones is coming, and software and hardware are ushering in a new round of innovation cycle.
In recent years, the innovation of the mobile phone market has stagnated, the frequency of replacement has decreased, and the market space has grown slowly. In the future, asia vets will bring more functions to mobile phone applications. The efficiency of generative models and intelligent assistants will be significantly improved. The mobile phone market is expected to usher in a new round of replacement cycle.
Lens Technology (300433.SZ): vigorously developing new customers and products in the intelligent terminal, computing power field such as AI smartphones, AIPC, AI servers.
On July 11th, Gelonhui reported that Lens Technology (300433.SZ) stated on the investor platform that the company continues to deeply communicate and explore the new product requirements brought by the industry's new trends such as AI-ization of intelligent terminals with major domestic and foreign customers. It leverages the industry research and development resources gathered by Lens Innovation Research Institute to actively lay out pre-research in new projects, new materials, new processes, new equipment and other areas, while vigorously expanding new customers and new products in the field of AI mobile phones, AIPC, AI servers and other intelligent terminals and computing power.
Lens Technology (300433.SZ): Has formed numerous patents and technological accumulation in brittle materials and is at the forefront of layout for new technologies and materials, including TGV.
On July 11th, Gelunhui reported that Lens Technology (300433.SZ) announced on its investor interaction platform that the company established the Blue Think Innovation Research Institute in October 2023 to coordinate the group's scientific research projects and create an open, shared, and collaborative scientific research innovation platform. Research and development of brittle materials is one of the key topics. The company has already formed numerous patents and technical accumulations in the field of brittle materials, and is frontier layout of relevant new technologies and new materials, including TGV, continuing to innovate and develop.
China International Capital Corporation: Can Hong Kong's mobile phone chain maintain stability and achieve unexpected feats in the era of Apple's AI?
In the era of edge AI, Apple enters the field of edge AI innovation, which is expected to drive interaction innovation, function upgrades/appearance changes, and closed-source ecology resonance. Android manufacturers may follow suit, and from 2H24 to 2025, Apple and Android industry chains may enjoy mutual prosperity. Hong Kong stock mobile phone chain is expected to deeply participate in the wave of innovation.
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