LENS (06613) climbed more than 4% during trading. As of press time, the stock gained 4.46% to HK$30.44, with turnover reaching HK$309 million.

On the news front, recent reports indicate that OpenAI has signed an agreement with Apple device assembler Luxshare Precision to jointly develop a consumer-grade device. Market sources suggest that OpenAI is also in discussions with LENS and AAC Technologies regarding component supply arrangements. Given that OpenAI's device team core members are former Apple employees, their choice to collaborate with Apple supply chain companies appears logical. These developments are expected to provide additional growth momentum for existing Apple supply chain enterprises.

Additional reports reveal that following better-than-expected pre-order performance for the iPhone 17 standard version, Apple has requested Luxshare Precision, one of its major contract manufacturers, to increase daily production of the standard iPhone 17 by approximately 40%. The company has also notified certain non-electronic component suppliers to boost daily supply volumes by around 30%.

Industry analysts note that the company is deeply integrated with major client Apple, benefiting from Apple's new wave of innovation while expanding into automotive electronics as a second growth curve. The early positioning in emerging businesses is entering a harvest period. Market watchers are optimistic about incremental opportunities in the Apple supply chain, particularly in foldable screens, as well as the multi-faceted development of AI edge computing business, which could elevate the company's long-term growth ceiling.