Who are Lens Technology's main competitors?

Named competitors: Fuyao Glass (3606.HK), Biel Crystal (private or unlisted), Sunny Optical (2382.HK), Corning (GLW). The cockpit's measured peer set (industry) also includes Fuyao Glass Industry (600660.SS), Guangdong Songfa Ceramics (603268.SS), Somnigroup International (SGI), Chongqing Polycomp International (301526.SZ).

How has Lens Technology stock performed?

Over six months to 6 Nov 2026 the shares returned -28.6% against -2.5% for the median peer; over one year -50.1%.

← CockpitCompetitor Analysis › 6613.HK Lens Technology Co. Ltd. Class HOpen in the cockpit ↗

Lens Technology Co. Ltd. Class H6613.HKCompetitor analysis, valuation and peers

Hong Kong · HKD·Consumer Discretionary›Home Furnishings

Maker of cover glass and precision components for smartphones, and increasingly for EVs and AR/VR devices.

≈ A Chinese cover-glass fabricator/assembler for phone makersMomentum laggard 11

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$20.7B

US dollars, full cap

Free float

96%

of shares outstanding

$/day

$23.9M

20-day average traded

Fwd P/E

18.1×

forward earnings

ROIC−WACC

+5.3 pp

WACC 5.2%

Hurdle

-15 pp

Req g minus delivered

Next earnings

171 days

26 Apr 2027

Close · HKDHK$13.66

1D-4.9%

1W+4.5%

1M-37.2%

3M-38.2%

6M-28.6%

YTD-45.9%

1Y-50.1%

ATR %7.2%

52w lowhigh58.1% off high

What Lens Technology does

Maker of cover glass and precision components for smartphones, and increasingly for EVs and AR/VR devices.

This is the Hong Kong-listed share class of the Shenzhen-listed Lens Technology, so the business is the same: it wins a place on each phone model and ships glass, frames and modules in volume, with orders following handset launches and Apple the largest buyer. Founder Zhou Qunfei remains the controlling shareholder.

In one line: A Chinese cover-glass fabricator/assembler for phone makers.

Products and services

Smartphone cover glass
Metal/glass casings
EV cockpit glass & components
AR/VR components

Customers

Apple
Samsung
Huawei
Xiaomi

Where it sits in the supply chain

Consumer electronics supply chain
Precision components
Cover glass & module assembly

What could go right

EV component diversification
AR/VR device glass demand

What could go wrong

Apple/Samsung order concentration
Smartphone unit growth slowdown

Moat: narrow (customer qualification, scale, process know-how). Deep qualification with Apple and large-scale precision glass-forming capacity.

Headquarters: Changsha, China · Founded: 2003 · Employees: 145,683

Named competitors

Fuyao Glass 3606.HK
Biel Crystal private or unlisted
Sunny Optical 2382.HK
Corning GLW

Lens Technology at a glance

Size Lens Technology (6613.HK) is a Hong Kong Consumer Discretionary company (Home Furnishings) with a market value of $20.7B, the 87th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$13.66 on 6 Nov 2026.

Performance Over six months the shares fell 28.6%, against -2.5% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — lowest of 5 in its peer set.

Growth Revenue fell 7.0% over the last twelve months (peer median +24.6%); the operating margin is 4.8% (peer median 19.6%).

Valuation It trades at 18.1× forward earnings against a peer median of 17.3× (3rd cheapest of 5).

Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -15 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 5.3 points above its cost of capital (5.2% WACC).

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Lens Technology against the median of its 4 peers (local-currency closes).

Lens Technology financials

Reported figures in HKD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	HK$77.8B	HK$80.6B	HK$75.5B	HK$60.0B	HK$54.2B
Revenue growth	—	+7%	+26%	+11%	—
Gross profit	HK$16.6B	HK$11.6B	HK$10.7B	HK$8.67B	HK$9.08B
EBITDA	n/a	HK$10.7B	HK$9.43B	HK$8.42B	HK$8.67B
Net income	HK$2.94B	HK$4.36B	HK$3.93B	HK$3.34B	HK$2.85B
Free cash flow	HK$3.14B	HK$5.84B	HK$6.76B	HK$5.33B	HK$12.2B
Capital expenditure	HK$12.2B	HK$10.2B	HK$6.87B	HK$6.01B	HK$7.97B
Total debt	HK$17.5B	HK$11.7B	HK$15.6B	HK$18.0B	HK$22.5B

Quarterly statements and history in the cockpit →

Lens Technology competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

Up and to the right = strong over both horizons. Lens Technology is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lens Technology is the large dot.

Capital: growth delivered against growth the price implies

Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Lens Technology is the large dot.

Lens Technology competitors and peer comparison

Head to head with its named competitors (6613.HK vs 3606.HK vs 2382.HK vs GLW)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Lens Technology 6613.HK	$20.7B	-29%	-7%	5%	18.1×	-0.7%
Fuyao Glass Industry 3606.HK	$21.3B	-13%	+13%	22%	13.5×	3.7%
Sunny Optical 2382.HK	$8.92B	-3%	+20%	8%	14.8×	4.9%
Corning GLW	$91.4B	-43%	+19%	17%	25.4×	24.7%

How Lens Technology compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Lens Technology against its 4 peers (data as of 6 Nov 2026)
Measure	6613.HK	Peer median	Rank in peer set
1-month return	-37.2%	-11.8%	lowest of 5
6-month return	-28.6%	-2.5%	lowest of 5
Distance from 52-week high	-58.1%	-34.7%	2nd lowest of 5
Revenue growth (TTM)	-7.0%	+24.6%	lowest of 5
Operating margin	4.8%	19.6%	lowest of 5
Forward P/E	18.1×	17.3×	3rd cheapest of 5
Growth the price implies (Req g, 7 yrs)	-0.7%	n/a	—
Growth delivered (Del g)	+14.2%	n/a	—
Hurdle (Req g minus delivered)	-14.9 pp	n/a	—
ROIC minus cost of capital	+5.3 pp	+4.3 pp	3rd highest of 5

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Lens Technology 6613.HK	Hong Kong	$20.7B	-29%	-7%	5%	18.1×	-0.7%	+14.2%
Fuyao Glass Industry 600660.SS	China	$21.0B	-5%	+5%	22%	16.2×	-3.2%	+18.2%
Guangdong Songfa Ceramics 603268.SS	China	$22.8B	0%	+302%	21%	16.1×	n/a	n/a
Somnigroup International SGI	United States	$14.8B	-7%	+27%	14%	18.3×	15.0%	+15.3%
Chongqing Polycomp International 301526.SZ	China	$11.0B	+21%	+22%	18%	36.8×	n/a	n/a

Questions

Who are Lens Technology's main competitors?: Named competitors: Fuyao Glass (3606.HK), Biel Crystal (private or unlisted), Sunny Optical (2382.HK), Corning (GLW). The cockpit's measured peer set (industry) also includes Fuyao Glass Industry (600660.SS), Guangdong Songfa Ceramics (603268.SS), Somnigroup International (SGI), Chongqing Polycomp International (301526.SZ).
Is Lens Technology expensive compared with its peers?: On forward p/e it trades at 18.1× against a peer median of 17.3×, 3rd cheapest of 5 in its peer set. For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -15 pp: the price already allows for a slowdown.
How has Lens Technology stock performed?: Over six months to 6 Nov 2026 the shares returned -28.6% against -2.5% for the median peer; over one year -50.1%.