LENS Rises Over 3% in Morning Session as Changjiang Securities Maintains "Buy" Rating

Deep News11-25

LENS (06613) surged nearly 5% during intraday trading, with its stock price up 3.04% to HK$23.74 at the time of writing, recording a turnover of HK$103 million.

Changjiang Securities' research report highlights that LENS achieved net profit attributable to shareholders of RMB2.843 billion in 2025Q1–Q3, marking a 19.91% year-on-year increase. The Q3 standalone net profit reached RMB1.7 billion, up 12.62% YoY. The significant boost in iPhone 17 sales has driven core incremental contributions from the company's middle frame business. In the smart vehicle segment, LENS continues to expand its intelligent cockpit product portfolio, with ultra-thin laminated automotive glass adopted by leading domestic automakers.

While current gross margins remain impacted by the Mexico factory, the company is gradually relocating the facility, paving the way for future revenue and margin expansion. With its platform-based full-chain integration capabilities and years of expertise in exterior components, LENS is well-positioned to secure orders from top clients amid emerging smart terminal trends, including the AI edge computing wave.

Changjiang Securities forecasts LENS's net profit attributable to shareholders at RMB5.07 billion, RMB6.956 billion, and RMB8.182 billion for 2025–2027, maintaining a "Buy" rating.

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