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Open source securities: The national subsidies for Consumer Electronics and AI terminals resonate, which is expected to lead to an increase in both volume and price along the mobile phone supply chain.
The continuous improvement of the AI ecosystem will continually enhance consumer experience and drive growth in the demand for AI smartphone upgrades.
Investors Will Want Lens Technology's (SZSE:300433) Growth In ROCE To Persist
Ocutrx Debuts DigiLoupes Headset With Advanced AR/XR and Pancake Lens Technology for the First Time in the U.S.
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.
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