LENS (06613) rose nearly 5%, trading at HK$20.86 with a turnover of HK$172 million. The company recently announced plans to acquire a 27.81% stake in JU TENG INTL (03336) for approximately HK$734 million. Upon completion, LENS intends to launch a general offer, aiming to ultimately hold over 50% of JU TENG INTL's shares and become its controlling shareholder. If successful, JU TENG INTL would be consolidated into LENS's financial statements.

Analysts note that LENS is in a critical phase of transitioning between traditional and new growth drivers. The company is making strategic investments in emerging sectors such as AI servers, embodied intelligent robotics, and commercial aerospace, with various new business lines progressing smoothly.

Regarding AI servers, LENS has rapidly gained certifications from domestic and international clients and integrated liquid cooling system capabilities through supply chain consolidation, accelerating production expansion to meet incoming orders. In robotics, the company has begun mass deliveries of humanoid robot units and core modules to several leading clients, with its assembly and shipment scale ranking among the top in the industry.