Who is the major shareholder of Lens Technology ?
Lens Technology full name is, Lens Technology Co., Ltd. ; major shareholder, Lens Technology (Hong Kong) Co., Ltd. ; industry category, electronic equipment, computer, communications and other electronic equipment manufacturing industries.
Lens Technology registration (office) address , Hunan Liuyang Biomedical Park ; Shenzhen Stock Exchange main board listing, securities code, 300433.
Lens Technology , Chairman (legal representative and general manager), Zhou Qunfei ; registered capital (yuan), 4.973 billion ; number of employees, 156880 ; secretary of the board, Mr. Zhong Zhenzhuo ; Securities Affairs Representative , Zhou Tianshu .
Lens Technology's main business , license project: production of protective supplies for medical staff (Class II medical devices) (projects that require approval according to law can only be carried out after approval by relevant departments. The specific business project shall be subject to the approval documents or licenses of relevant departments) General projects: optical glass manufacturing; technical glass products manufacturing; special ceramic products manufacturing; metal structure manufacturing; electronic components manufacturing; mobile terminal equipment manufacturing; wearable smart device manufacturing; virtual reality equipment manufacturing; intelligent vehicle equipment manufacturing; automotive parts and accessories manufacturing; Internet of Things equipment manufacturing.
computer hardware and software and peripheral equipment manufacturing; general equipment manufacturing (excluding special equipment manufacturing); synthetic material manufacturing (excluding hazardous chemicals); mold manufacturing; electroplating processing; quenching processing; spraying processing; metal cutting processing services; vacuum coating processing; new material technology research and development; Internet of Things technology research and development; hardware product research and development; optical glass sales; technical glass products sales, etc.
Consumer electronics recommendations to pay attention to Apple industrial chain peak season catalysis and new product innovations for VR and folding screens. In August, the consumer electronics sector rose 1.15%, outperforming the electronics industry by 2.31pct. As of the end of August, the overall PE of consumer electronics (TTM) was 31.00x, which is in the 17.9% quarter since 2016. On September 8, Apple released the new iPhone 14 series, with pricing better than the market's pessimistic expectations. Combined with the latest market shipment data, it continues to recommend the Apple industry chain ( Luxshare Precision , Dongshan Precision , Fuliwang, Goertek, Wingtech Technology , Pengding Holdings), as well as high-quality stocks , which actively respond to trend innovation directions such as new energy (Bomin Electronics, Dongshan Precision, Wingtech Technology, Guanghong Technology), VRAR (Goltek, Sanlipu), folding screen (Jingyan Technology, Furong Technology), and high-quality stocks that actively respond to trend innovation directions such as new energy (Bomin Electronics, Dongshan Precision, Wingtech Technology, Guanghong Technology), VRAR (Goltek, Sanlipu), folding screen (Jingyan Technology, Furong Technology), and high-quality stocks .
html Global smartphone shipments in July fell 7.8% year-on-year, and Apple's share increased by 2.1pct year-on-year. According to SA, 97 million smartphones were shipped worldwide in July (YoY-7.8%, MoM-7.6%), and 702 million units were shipped in the first half of the year (YoY-9.0%). Among the top 5 Samsung shipped 18.2 million units (YoY1.1%) and 18.8% (YoY+1.7pct); Apple shipped 15.5 million units (YoY6.2%) and 16.0% (YoY+2.1pct); Xiaomi shipped 14 million units (YoY-6.7%) and 14.4% (YoY+0.2pct); vivo shipped 9 million units (YoY Y-21.7%), 9.3% of the share (YoY-1.7pct); OPPO shipped 8.8 million units (YoY-23.5%), 9.1% of the share (YoY-1.9pct); in addition, Transsion shipped 6.1 million units (YoY-16.4%), Honor shipped 5.8 million units (YoY23.4%), and Huawei shipped 2 million units (YoY0.0%).
8 monthly Steam monthly active VR users fell to 2.05%. According to Valve data, the total proportion of monthly active VR headset users on the Steam platform in August 2022 was 2.05%, a month-on-month decrease of 0.38pct. Among the monthly active users of the Steam platform in August, the Oculus brand under Meta has a share of 67.50% (MoM: +0.34pct, YoY: +6.35pct), of which OculusQuest2 has a share of 49.25% (MoM: -1.07pct, YoY: +17.10pct); the domestic brand Pico has a share of 0.88% (MoM-0.18pct, YoY+0.64pct).According to WellsennXR data, global VR shipments in 2Q22 were 2.3 million units (YoY30.7%). WellsennXR expects global VR shipments to increase by 33.6% year-on-year to 13.75 million units in 2022, of which 11 million units are expected to ship 1 million units and Pico will ship 1 million to 1.2 million units.
2Q22 Global TWS headphones/smart watch shipments increased by 8.0%/5.8% year-on-year. According to Canalys data, the global TWS headset shipments in 2Q22 were 63.01 million units, an increase of 8.0% year-on-year; among which Apple AirPods shipped 15.33 million units, an increase of 2.3% year-on-year; in 2Q22, the global smart watch shipments were 16.22 million units, an increase of 5.8% year-on-year; among which AppleWatch shipments were 8.36 million units, an increase of 5.9% year-on-year.
special equipment independently developed, special equipment independently developed: the company independently developed and jointly developed with equipment manufacturers, and entrusts the equipment manufacturers who signed the confidentiality agreement to produce related equipment, and will be specially supplied to the company within the confidentiality period; most of the tooling fixtures, , molds, and auxiliary materials used in the company's production are self-made.
Rapid R&D and production, Rapid R&D and production: Consumer electronic products technology is frequently updated, and the company invests a lot of resources in the research and development of new technologies and new processes, and has mature, efficient and rapid R&D and production capabilities, which can meet customer requirements in a timely manner and create new needs of customers.
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