Stock Track | Lens Technology Soars 6.93% Intraday on High-Profile Banquet Signal and Strong Fundamentals

Stock Track

05/18

Lens Technology's (06613.HK) stock price surged 6.93% during intraday trading on Monday.

The sharp gain is attributed to a high-profile event where the company's Chairman, Zhou Qunfei, was photographed seated alongside Tesla CEO Elon Musk, Apple CEO Tim Cook, and NVIDIA CEO Jensen Huang at a state banquet in Beijing last week. The viral image has been interpreted by the market as a strong endorsement of Lens Technology's entrenched position as a core supplier to these technology giants.

Fundamentally, the company reported record financial results for fiscal year 2025. Beyond its established revenue stream from Apple, Lens Technology has secured a key role as a Tier-1 supplier for Tesla's Optimus Gen-3 humanoid robot and, through an acquisition, gained NVIDIA certification for AI server hardware. Its robot-related business is projected to see order growth exceeding RMB 5 billion this year.

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