Hong Kong Market Alert: LENS Surges Over 6% on Deep AI Infrastructure Expansion

Stock News
09/21

LENS (06613) climbed more than 6% in Thursday trading, with shares up 6.03% to HK$22.50 at the time of writing, fueled by a transaction volume of HK$260 million.

The rally follows the company's announcement on its investor interaction platform that it has established a comprehensive strategic foothold in the emerging AI computing power sector. On the server structural components front, the Songshan Lake campus has completed its capacity expansion, with liquid cooling heat dissipation modules, high-end precision cabinets, and optical communication high-speed interconnect components all having passed validation testing by leading computing power manufacturers. These products are now entering the volume production ramp-up phase.

In the server storage segment, the company has built a dual-driven storage architecture, covering both SSD and HDD technologies. According to industry chain sources cited in media reports, Apple's first foldable device, the iPhone DUO, will feature custom nano-textured UTG glass on its inner display to minimize crease visibility, with this specialized nano-textured glass being developed exclusively by LENS.

During recent institutional research briefings, LENS management also disclosed that for its major client's foldable device project, the company is supplying all core components, including UTG glass, CPI film, UTG glass support plates, and 3D glass covers.

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