LENS (06613) rose more than 6%, with a gain of 5.78% to HKD 22.32 at the time of writing, generating a turnover of HKD 479 million.

On the news front, the company stated at a performance briefing on May 12 that its automotive glass has begun mass supply to customers with sufficient orders. The first production line at the Xingsha plant, with an annual capacity of 350,000 sets, has commenced operations and started deliveries. The company is concurrently engaging with over 20 domestic and international automakers. With three new production lines scheduled to start in the second half of the year, it plans to expand its product range to include multi-functional automotive glass such as windshields, panoramic sunroofs, and electrochromic windows, aiming to enhance per-vehicle value and profitability.

Regarding HDD glass substrates, the company mentioned it is collaborating with leading global HDD manufacturers on the development of glass substrates for high-density storage hard drives, with 2026 being a critical phase for verification and small-scale trial production.

Zhongtai Securities noted that while foreign exchange pressures are impacting short-term profitability, it remains optimistic about a synergistic rebound in the mobile phone, robotics, and server businesses in the latter half of the year.

In December 2025, the company announced its intention to acquire a 95.1% stake in Yuanshi Technology, with the merger expected to be completed around April-May 2026. This acquisition is set to combine Yuanshi's technological expertise in server cabinets and liquid cooling solutions with LENS's large-scale manufacturing and vertical integration capabilities. In terms of capacity, the new Songshan Lake campus is anticipated to undergo customer audits around April-May.

In the storage sector, the company is pursuing a dual-drive strategy involving SSD assembly and HDD glass substrates, positioning it to benefit from rising data center storage demand.