company · 300433-sz

Lens Technology

Lens Technology 2025 revenue ¥74.410B (+6.46%), parent NI ¥4.018B (+10.87%), OCF ¥11.465B; GM ~16%. 2026Q1 revenue ¥14.140B (−17.1%), parent NI loss ¥0.150B. Thesis: Apple-chain glass/structures + foldable UTG ASP + robot/liquid-cooling options. ~¥36.6 / mkt ~¥193B (as of ~2026-07).

• Tickers 300433.SZ
• Also known as 300433 · 300433.SZ · Lens · 蓝思科技