Lens Technology: AI server orders are full, and embodied intelligent robots are being shipped in bulk.

Mars Finance News: On April 2, LINSIN Technology released an announcement of its Investor Relations activity meeting records. In a conference call, the company disclosed multiple latest developments across its businesses. In this year’s foldable machine projects for major customers, the company supplies core components such as UTG glass and PET films. The new projects have high value and leading market share, and the company is currently ramping up production and delivery according to the planned schedule. In the AI server segment, the company has a full order backlog; in coordination with the acquisition of Yuanbi Technology to advance capacity expansion, it is expected to see a wave of inspections by leading customers both at home and abroad and subsequent order placements. In the field of embodied-intelligence robots, the company has already delivered in batches complete humanoid and quadruped robot systems and core modules to multiple leading customers domestically and internationally, and its assembly and shipment volume ranks among the top in the industry. The commercial aerospace ground terminal business has generated revenue of several hundred million yuan, and the company expects rapid growth in 2026. Aerospace-grade UTG glass is advancing toward satellite flexible solar array wing packaging applications, aiming to achieve small-batch deliveries within the year. For automotive glass, the company’s first production line with an annual capacity of 350,000 sets has commenced operation, and three new production lines will be commissioned one after another in the second half of the year. The HDD glass substrates will enter a key stage of validation and small-scale trial production in 2026. (Company announcement)