Lens Technology enters photovoltaics! Or affected by cost control factors

The announcement shows that Lens Technology has recently established a wholly-owned subsidiary, Hunan Lens New Energy Co., Ltd. (hereinafter referred to as "Lens New Energy"), with a registered capital of 1 million yuan, mainly Engaged in photovoltaic glass products, photovoltaic equipment and components, photovoltaic power generation projects and other businesses, and obtained a business license issued by Changsha Yuelu District Market Supervision and Administration Bureau.

Information shows that Lens Technology is a listed company whose main business is the research and development, production and sales of high-end window touch protective glass panels, touch modules and new window touch protection materials. company. Since its listing on the Shenzhen Stock Exchange in 2015, its revenue has basically maintained growth over the years. In 2020, its market value exceeded 100 billion. Lens Technology is also known as the "100-billion-dollar glass kingdom."

However, the reason why Lens Technology is famous, in addition to its outstanding performance, is also because it is the main supplier of the technology giant Apple. Apple has always had strict requirements on suppliers. Lens Technology was able to stand out from other competitors and win the recognition of other technology companies.

In addition, the success of Lens Technology also allowed Ms. Zhou Qunfei to become the new "richest female in mainland China" with a wealth of 50 billion yuan in the "2015 Hurun Women's Richest List" released in 2015. ”, which also caused a great sensation at the time. It can be said that Lens Technology is a company with excellent performance and no shortage of attention.

But for such a technology company, why did it suddenly announce that it would enter photovoltaics? Obviously, this is inseparable from my country's dual-carbon goals. In order to achieve or even achieve the dual-carbon goals early, many companies in our country are actively using renewable energy to reduce carbon emissions. Lens Technology, as the leading technology company in my country, has also undertaken the corresponding tasks. responsibility.

Of course, the essence of a business is to make profits. Lens Technology’s entry into photovoltaics has a lot to do with its profit performance. As mentioned earlier, Lens Technology’s revenue has basically maintained growth since its listing in 2015, but the net profit attributable to the parent company has fluctuated greatly. In 2018, with revenue as high as 27.72 billion, the net profit attributable to the parent company was only 637 million yuan. Questioned by many investors.

In the first three quarters of this year, Lens Technology achieved operating income of 33.926 billion yuan, a year-on-year increase of 30.07%; the net profit attributable to the parent company dropped slightly by 3.94% year-on-year to 3.297 billion yuan. During the same period, Apple’s performance increased significantly, not onlyExcept this is the effect achieved by Apple through supply chain cost control.

Therefore, Lens Technology chose to enter photovoltaic to improve performance, and it is photovoltaic glass that allows many companies to make a lot of money. Lens Technology mentioned in this announcement: The company has carried out technology research and development, production lines and product verification for photovoltaic glass and other products in advance, which can give full play to the company's cutting-edge processing technology, efficiency and yield advantages in high-precision special glass for consumer electronics products. , making photovoltaic glass with high light transmittance, lighter and thinner, and higher strength, and has been recognized by customers, laying the foundation for the company to continue to develop new business.

It can be seen that since the "explosion" of photovoltaic glass in 2020, it has attracted the attention of Lens Technology, and a new energy division has been established. This announcement is only after everything is ready. The finishing touch.

With the support of Lens Technology’s advantages in technology and talents accumulated in the field of glass materials over the years, I believe that it can also achieve good results after entering the photovoltaic glass industry, and is expected to bring benefits to the photovoltaic glass industry. Bring better solutions and products.

Previously, the glass giant Kibin Group had announced its entry into photovoltaic glass and launched a new generation of ultra-white float glass. On the basis of adjusting the glass formula and improving the transmittance of the original film , superimposing double-layer coating technology can increase the transmittance of photovoltaic glass to more than 94.4-94.5%, making a contribution to improving the efficiency of photovoltaic modules.

For example, Lens Technology can also make innovations and breakthroughs in the field of photovoltaic glass, which will not only get rid of dependence on Apple, but also contribute to the development of my country's photovoltaic industry.

　(Original title: Lens Technology enters photovoltaics! Perhaps due to Apple’s cost control)