LENS (06613) Rises Nearly 5% as Robotics Business Gains Momentum; Expects Over 3,000 Humanoid Robot Shipments This Year

Stock News11-25

LENS (06613) surged nearly 5%, reaching HK$24.04 by the time of writing, with a trading volume of HK$46.66 million. The company recently disclosed in its investor relations update that it has entered the supply chains of leading robotics firms in North America and China. It has begun mass deliveries of joint modules, dexterous hands, and structural components, with humanoid and quadrupedal robot assembly capacities ranking among the industry's top players.

LENS projects shipments of over 3,000 humanoid robots and 10,000 quadrupedal robotic dogs this year, positioning itself as one of the largest embodied intelligent hardware manufacturing platforms. By 2026, the company expects to double its production scale for core components and full assembly of humanoid robots, with global leadership in shipments by 2027.

Analysts highlight LENS's role as a leading full-industry-chain platform for smart devices, benefiting from major clients' innovation cycles. Growth in smartphones and computers is expected to accelerate over the next three years, while humanoid robots and AI servers present long-term potential. Notably, the company secured an order for 10,000 quadrupedal robotic dogs from Dobot Robotics and became a key component supplier.

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