Movement Alert｜LENS Rises 3.3% in Regular Trading, Apple Foldable iPhone Duo Pre-Order Date Confirmed Boosting Supply Chain Sentiment

Market Focus09-21

On September 21, LENS rose 3.3% in regular trading, trading at HK$21.74/share, with turnover of HK$20.00 million. The stock gained momentum as Apple's first foldable smartphone, the iPhone Duo, was officially unveiled and listed on its China website, with pre-orders set to begin on October 16 and sales launching on October 23.

LENS has previously confirmed that it supplies UTG ultra-thin flexible glass, glass support plates, PET functional films, and 3D glass cover panels for the foldable model, with bulk shipments commencing at the end of Q2. Institutions have highlighted that the per-unit value of structural components rises substantially in foldable devices, positioning LENS as a core beneficiary of incremental demand. The company also disclosed full-process UTG manufacturing capabilities and exclusive nano-texture processing for its major North American client, which significantly enhances display quality.

It is worth noting that industry sources have flagged that hinge yield constraints at other suppliers may have limited LENS's actual shipment volumes, a factor investors should monitor as the product ramps toward full-scale delivery.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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