藍 思 科 技 股 份 有 限 公 司 (A joint stock company incorporated in the People's Republic of China with limited liability) （ 於中華人民共和國註冊成立的股份有限公司） (股份代號 Stock Code: 6613) Dear registered H shareholder(s), Arrangement of Electronic Dissemination of Corporate Communications Pursuant to Rule 2.07A of the Rules Governing The Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Stock Exchange") under the expansion of paperless listing regime and electronic dissemination of corporate communications that c ...

Core Insights - As of August 18, 199 stocks reached a 52-week high, with PACIFIC LEGEND (08547), 百心安－Ｂ (02185), and 亦辰集团 (08365) leading the high rate at 75.34%, 48.09%, and 26.56% respectively [1][2] 52-Week High Rankings - PACIFIC LEGEND (08547) closed at 0.630, with a peak of 0.640, achieving a high rate of 75.34% [2] - 百心安－Ｂ (02185) closed at 9.300, with a peak of 9.300, achieving a high rate of 48.09% [2] - 亦辰集团 (08365) closed at 0.690, with a peak of 0.710, achieving a high rate of 26.56% [2] - Other notable stocks include 飞鱼科技 (01022) at 25.00%, 远大中国 (02789) at 23.72%, and 威讯控股 (01087) at 23.61% [2] 52-Week Low Rankings - 台州水务 (01542) reached a low of 1.240, with a decline rate of -8.15% [4] - 中国万天控股 (01854) reached a low of 0.850, with a decline rate of -5.56% [4] - 中显智能齐家控股 (08395) reached a low of 0.162, with a decline rate of -4.71% [4]

Group 1 - The Hong Kong stock market for Apple-related stocks has declined, with notable drops in several companies [1] - Hong Teng Precision (06088.HK) experienced a decline of over 7% [1] - Sunny Optical Technology (02382.HK), Weishi Jiajie (00856.HK), and BYD Electronics (00285.HK) all fell by more than 3% [1] Group 2 - Lens Technology (06613.HK) saw an increase of over 4%, contrasting with the overall trend [1]

Core Viewpoint - Lens Technology (06613) has seen a significant stock increase of over 6%, reaching a new high of 23.26 HKD, driven by positive market sentiment and favorable analyst coverage [1] Group 1: Company Performance - Lens Technology's stock rose by 6.52% to 23.2 HKD, with a trading volume of 210 million HKD [1] - The company is a major supplier of glass covers and metal casings for Apple, benefiting from rising average selling prices and market share expansion [1] Group 2: Market Trends and Projections - The company is expected to benefit from iPhone specification upgrades, the trend towards foldable iPhones, and 3D glass technology [1] - Lens Technology is also a key supplier for Tesla's smart cockpit and is expanding into Xiaomi's automotive glass market [1] - The company is collaborating with industry leaders to explore emerging businesses such as humanoid robots and AI-enhanced AR glasses [1] Group 3: Financial Forecast - According to Citi's report, Lens Technology's revenue is projected to grow at a compound annual growth rate (CAGR) of 18% from 2024 to 2027 [1] - Growth drivers include increased market share in smartphones and computers, diversification of automotive products, and expansion into new sectors [1] - The initial coverage by Citi has assigned a "Outperform" rating with a target price of 28.2 HKD for H-shares [1]

Group 1 - The company, Lens Technology (06613.HK), has scheduled a board meeting on August 25, 2025, to consider and approve its interim results for the six months ending June 30, 2025 [1] - The board meeting will also address the declaration and distribution of an interim dividend, if applicable, along with any other matters [1] - According to Guosheng Securities, Lens Technology has shown steady revenue growth over the past few years, with emerging sectors opening up new growth opportunities [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致之任何損 失承擔任何責任。 香港，2025年8月13日 截至本公告日期，董事會成員包括：(i)執行董事周群飛女士、鄭俊龍先生及饒橋兵先生；及(ii)獨立非執行董 事萬煒女士、劉岳先生、田宏先生及謝志明先生。 （股份代號：6613） 董事會召開日期 藍 思 科 技 股 份 有 限 公 司（「 本 公 司」）董 事 會（「 董 事 會」）茲 通 告 謹 訂 於 2025 年 8 月 25 日（ 星 期 一 ）舉行 董事 會會議 ，藉以（ 其 中包括 但不限 於 ）考慮 及通過 本公司 及其附 屬公司 截至2025 年 6 月 30 日止 六 個月 的 中期 業 績及 其 發佈 ， 考 慮宣 佈 及派 發 中期 股 息（ 如 有 ）， 以 及處 理 任 何其他事項。 承董事會命 藍思科技股份有限公司 董事長 周群飛 Lens Technology Co., Ltd. 藍 思 科 技 股 份 有 限 公 司 （ 於中華人民共和國註冊成立的 ...

Group 1 - The core viewpoint is that Apple is committing to invest an additional $100 billion in domestic manufacturing in the U.S., which is seen as a strategy to mitigate potential punitive tariffs on hardware products [1] - Hongteng Precision and BYD Electronics have seen significant stock price increases, with Hongteng up 7.48% and BYD up 7.24%, indicating strong market sentiment towards Apple-related stocks [1][2] - Citic Securities reports that the current valuation of A/H shares in the Apple supply chain is low, suggesting a potential recovery in sentiment as negative factors dissipate [1] Group 2 - Industrial Fulian's positive earnings forecast has led to a surge in related stocks, with Hongteng Precision nearing a 9% increase [2] - BYD Electronics is set to hold a board meeting on August 29 to approve its mid-term performance, which may further influence stock performance [2] - Companies like瑞声科技 (AAC Technologies) are diversifying their consumer electronics business, with optical and XR sectors expected to drive new growth [2]

Core Viewpoint - Lens Technology (06613) saw a rise of over 4%, currently trading at HKD 21.56 with a transaction volume of HKD 172 million, following Apple's announcement of a USD 2.5 billion investment to build a glass substrate production line in Kentucky, USA, in collaboration with Corning [1] Group 1: Company Developments - Apple has announced a USD 2.5 billion investment to establish a glass substrate production line in Kentucky, specifically for iPhone and Apple Watch [1] - Corning, a key supplier of glass substrates for Apple, has production facilities in the USA, Japan, South Korea, and Chongqing [1] - Lens Technology serves as the back-end processing supplier for Apple’s glass, with major production bases located in Hunan, China, and Bắc Ninh, Vietnam [1] Group 2: Market Implications - Corning's new production line in the USA aims to produce next-generation glass substrates, which may help in securing tariff exemptions [1] - The establishment of this production line is expected to enable Lens Technology to update and design more complex products for future generations, enhancing its market competitiveness [1]

Group 1 - The core point of the article highlights that Lens Technology (06613) has seen a stock increase of over 4%, currently trading at 21.56 HKD with a transaction volume of 172 million HKD [1] - Apple has announced an investment of 2.5 billion USD (approximately 179.65 billion RMB) to jointly build a glass substrate production line with Corning in Kentucky, USA, specifically for iPhone and Apple Watch [1] - Corning, a supplier of glass substrates for Apple, has production bases in the USA, Japan, South Korea, and Chongqing, with the new facility in the USA aimed at producing next-generation glass materials [1] Group 2 - Lens Technology serves as the back-end processing supplier for Apple's glass, with major production bases located in Hunan, China, and Bắc Ninh, Vietnam [1] - Corning has distribution centers in Hong Kong and Hunan to supply Lens Technology, which does not bear the international shipping costs for glass substrates [1] - The establishment of the new production line in the USA is expected to help Lens Technology update and design more complex products, enhancing its market competitiveness [1]

Core Viewpoint - The Apple concept stocks in Hong Kong experienced a general rise, driven by Apple's significant stock price increase and strong financial performance in the Greater China region [1] Group 1: Stock Performance - Apple shares rose by 4.24% to $229.35, marking a weekly increase of 13.33%, the largest since July 2020 [1] - Apple's market capitalization surged by over $400 billion, reaching $3.4 trillion, solidifying its position as the third-largest company globally, behind Nvidia and Microsoft [1] Group 2: Financial Results - In the third quarter of fiscal year 2025, Apple's revenue from the Greater China region was $15.369 billion, reflecting a year-on-year growth of 4% [1]