On September 30, LENS rose 3.33% in regular trading, trading at HK$21.74/share, with turnover of approximately HK$23.05 million. The stock gained momentum as iPhone 18 Pro series first-week domestic sales significantly exceeded market expectations, catalyzing the broader Apple supply chain sector.
According to third-party data, iPhone 18 Pro series first-week all-channel retail volume in China approached 1.3 million units, representing a 15% year-over-year increase. First-day retail reached approximately 322,800 units, hitting 130% of the prior generation's comparable figure, underscoring resilient premium demand. CLSA had earlier flagged that iPhone 18 Pro and Pro Max wait times were approximately one week longer year-over-year, with China and Japan seeing 3-to-5-week delays — further confirming strong demand traction.
As a core Apple supplier, LENS has confirmed supplying UTG glass, glass support plates, PET functional films, and 3D glass covers for its major North American client's foldable model, with batch shipments commencing at the end of Q2. The company also possesses full-process UTG capability including proprietary nano-texture processing, and has strategically expanded into AI computing infrastructure, positioning it across multiple growth vectors.
(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.)
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