Lens Technology executives said the company posted H1 2026 revenue of RMB 28.866 billion and net profit of RMB 577 million, down 49.5% year on year, while Q2 net profit reached RMB 726 million, turning profitable quarter on quarter with gross margin at 18.2%. The company has approved a $3 billion derivatives quota for FX hedging. Foldable phone structural parts shipped in late Q2 and are now in volume delivery. Lens Intelligent's H1 revenue rose 43%; the Yong'an campus has capacity for 500,000 embodied AI robots, and mass supply of modules and dexterous hand components for leading customers began in Q3. The company positions itself as an embodied AI "chain leader" and core manufacturing service provider, developing "cerebellum-cerebrum" platform software.