The updates from the three companies cover servers, robots and aviation equipment, but their businesses are at different stages, including mass-production ramp-up, order growth and model validation.
How far has Lens Technology’s AI server business progressed?
The company has expanded AI server-related capacity at its Songshan Lake campus in Dongguan. Its liquid-cooling modules, high-end precision cabinets and supporting high-speed optical interconnect components have successively passed validation by leading North American computing infrastructure providers, secured large-scale orders and entered the mass-production ramp-up stage.
In optical communications, the company has entered the optical fiber, fiber array and connector businesses through its acquisition of Tongsheng Optoelectronics. It also plans to acquire Ju Teng International to strengthen its precision metalworking capabilities and capacity and meet demand for AI server metal structural components.
The company is also conducting sample validation of TGV glass substrates with multiple customers. Production-line equipment at its Huanghua campus has been installed and is being commissioned and integrated; processes such as through-hole metallization and electroplating continue to improve in efficiency, yield and consistency.
What new growth is emerging in the foldable-screen and robotics businesses?
Lens Technology supplies structural components for foldable phones, including ultra-thin flexible glass, support plates, CPI film and glass covers. Because it participates in more stages of production, the company says its value per device is significantly higher than for conventional slab phones. The relevant production lines are currently operating and shipping at full capacity, and capacity has been prepared for customer demand this year and next year.
In embodied AI, Lens Technology participates in the manufacture of structural components, modules and complete machines, working with customers in China and abroad. The company says the shipment scale of the customers it serves is already among the world’s leading levels and expects larger shipments next year.
Which areas are driving Topstar’s order growth?
In the first three quarters of 2026, Topstar booked orders for approximately 10 thousand industrial robots and shipped approximately 8600 units. Revenue from its self-produced articulated robots rose 33.25% year on year, while order volume rose approximately 34.44% year on year.
Growing demand for machining humanoid robot parts also supported the company’s CNC machine tool business: it booked orders for approximately 390 units in the first three quarters, up approximately 35.89% year on year, and shipped approximately 350 units, up approximately 57.27% year on year.
The company’s humanoid robot, “Xiaotuo,” is undergoing small-batch validation across multiple scenarios with customers in different industries. Applications include 3C handling and unloading and tray placement of parts.
What stage are Beijing Bei Mo High-Tech’s aviation products at?
In the first three quarters of 2026, four of the company’s landing gear models completed qualification and entered batch-production delivery. Two other models completed ground testing and their maiden flights and began flight-test validation, while other models remained at the flight-testing or trial-production stage.
Orders for carbon brake discs for in-service military aircraft models are being delivered as planned, and some newly developed military aircraft models have entered small-batch delivery. For civil aircraft models, airworthiness certification and validation testing continue.
Subsidiary Saini Aviation signed agreements with two international aerospace companies and formally began executing international subcontracting work in the second half of the year. The company’s civil aviation maintenance business grew in the first three quarters compared with the same period last year.
