$LENS (06613.HK)$ The stock price surged further in the afternoon. As of press time, it rose by 10.39%, reaching HKD 32.08, with a trading volume of HKD 920 million. $Lens Technology (300433.SZ)$ The A-share market closed up nearly 15%.
In terms of market news, Elon Musk’s recent statement ignited the space photovoltaic industry chain. Reports indicate that Musk stated SpaceX and Tesla are simultaneously advancing their solar production capacity, aiming to achieve an annual solar manufacturing capacity of 100 GW within the next three years. GF Securities noted that the upgrade of satellite functionality and cost reduction demands are driving the increase in solar panel area, with flexible solar panels being the inevitable choice for the next generation of low-orbit satellites. Ultra-Thin Glass (UTG) is an irreplaceable material for flexible solar panels, offering vast market potential, high technical barriers, and favorable competitive dynamics.
Notably, at CES 2026, Lens Technology publicly showcased its self-developed aerospace-grade Ultra-Thin Flexible Glass (UTG) photovoltaic encapsulation solution for the first time. Aijian Securities expressed continued optimism regarding the company’s expansion into consumer electronics, robotics, server components, and commercial aerospace sectors, leveraging its years of expertise in material processing and precision manufacturing.
Editor/Jayden
