LENS (06613) saw a surge of nearly 6% in late trading. As of the time of writing, the stock was up 4.89%, trading at HKD 25.3, with a turnover of HKD 228 million. According to a post on the company's official WeChat account, LENS is set to make a significant debut at CES 2026, showcasing a high-dexterity robotic hand and head assembly designed for humanoid robots. Public information indicates that the company offers flexible collaboration models, ranging from custom whole-machine solutions to independent supply of core modules. Its Yong'an smart robotics park boasts an annual production capacity of 500,000 embodied intelligent robots. Under the company's "Three-Year攻坚 Plan," the goal by 2027 is to secure a leading global position in the shipment volumes of both humanoid robots and quadruped robotic dogs. By scaling up manufacturing, the company aims to continuously reduce overall unit costs, thereby accelerating the commercialization process for the industry. At this CES exhibition, LENS will directly address key challenges in the evolution of AI hardware, focusing on areas such as embodied intelligence, AI data centers, consumer electronics, and smart cockpits. The company has previously stated that its future goal is to become a leading intelligent manufacturing player in the AI edge hardware sector. The unveiling of this full-stack AI ecosystem at CES marks its strategic transformation from precision manufacturing towards an integrated "Hardware + Algorithm + Scenario" model, which may potentially trigger a global revaluation of the technology supply chain.
Comments