LENS (06613) rose more than 8%. As of the time of writing, the stock was up 8.19%, trading at HKD 31.44, with a turnover of HKD 753 million.

The surge follows recent comments from Elon Musk that have ignited excitement across the space-based photovoltaic industry chain. It was reported that Musk stated SpaceX and Tesla are simultaneously advancing efforts to increase solar energy production capacity, targeting an annual solar manufacturing capability of 100 GW within the next three years.

GF Securities pointed out that satellite functional upgrades and cost-reduction demands are driving an increase in the surface area of satellite solar arrays. Flexible solar arrays are an inevitable choice for the next generation of low-orbit satellites, and UTG is an irreplaceable material for these flexible arrays. UTG glass offers vast market potential, high technical barriers to entry, and a favorable competitive landscape.

Notably, at CES 2026, LENS publicly showcased for the first time its self-developed aerospace-grade ultra-thin flexible glass (UTG) photovoltaic encapsulation solution.

Ajian Securities expressed continued optimism regarding the company, highlighting its foundation built on years of expertise in material processing and precision manufacturing, and its business advancement into areas such as consumer electronics, robotics, server components, and commercial aerospace.