FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 藍思科技股份有限公司 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06613 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 301,595,200 | RMB | | 1 | RMB | | 301,595,200 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 301,595,200 | RMB | | 1 | RMB | | 301,595,200 | | 2. 股份分類 | ...

Group 1 - The report highlights that Q3 performance met expectations with a continuous increase in membership numbers for Focus Technology, achieving a revenue of 490 million yuan, a year-on-year increase of 17% [4][5] - The report indicates that the company’s net profit for Q3 was 122 million yuan, showing a year-on-year decrease of 2%, while the net profit excluding non-recurring items was 118 million yuan, down 3.4% year-on-year [5][6] - The report notes that the company’s gross margin was 78.5%, a decrease of 1.4 percentage points year-on-year, and the net profit margin was 24.5%, down 5.2 percentage points year-on-year [5][6] Group 2 - The report states that Kuaijiao's revenue for the first three quarters was 3.174 billion yuan, a year-on-year decrease of 27.24%, with a net profit of 742 million yuan, down 43.39% year-on-year [10][11] - In Q3, Kuaijiao's revenue was 643 million yuan, a year-on-year decrease of 46.23%, and the net profit was 27 million yuan, down 92.55% year-on-year [10][11] - The report indicates that the decline in high-end and mid-range liquor sales was significant, while low-end liquor saw a growth of 117.28% year-on-year [12] Group 3 - The report mentions that Jinshi Resources achieved a revenue of 2.758 billion yuan in the first three quarters, a year-on-year increase of 50.73%, while the net profit was 236 million yuan, down 5.88% year-on-year [15][17] - In Q3, the company reported a revenue of 1.033 billion yuan, a year-on-year increase of 45.21%, and a net profit of 109 million yuan, up 32.29% year-on-year [16][18] - The report highlights that the company’s cash flow from operating activities for the first three quarters was 462 million yuan, an increase of 24.80% year-on-year [15][17] Group 4 - The report indicates that Wanze Co. achieved a revenue of 941 million yuan in the first three quarters, a year-on-year increase of 21%, with a net profit of 170 million yuan, up 22.45% year-on-year [22][23] - In Q3, the company reported a revenue of 525 million yuan, a year-on-year decrease of 2%, but a net profit increase of 31% year-on-year [24][43] - The report notes that the company has significant production capacity in high-temperature alloy components, with various agreements in place for further expansion [23][26] Group 5 - The report states that Lu'an Huanneng's revenue for the first three quarters was 21.1 billion yuan, a year-on-year decrease of 20.8%, with a net profit of 1.55 billion yuan, down 44.45% year-on-year [28][29] - In Q3, the company reported a revenue of 7.03 billion yuan, a year-on-year decrease of 21.8%, and a net profit of 210 million yuan, down 64% year-on-year [28][29] - The report highlights that the company plans to shut down its Xidong Coal Mine to improve operational efficiency and reduce losses [30][31] Group 6 - The report indicates that Mango Super Media's Q3 revenue was 3.099 billion yuan, a year-on-year decrease of 6.58%, with a net profit of 252 million yuan, down 33.47% year-on-year [32][33] - The report notes that increased content and R&D investments led to higher costs, impacting profitability [33][34] - The report highlights that advertising revenue returned to positive growth in Q3, with new shows expected to drive further engagement [35][36] Group 7 - The report states that Hangya Technology achieved a revenue of 530 million yuan in the first three quarters, a year-on-year increase of 1.95%, with a net profit of 78 million yuan, down 16.04% year-on-year [38][39] - In Q3, the company reported a revenue of 161 million yuan, a year-on-year decrease of 10.87%, and a net profit of 17 million yuan, down 34.78% year-on-year [40][41] - The report indicates that the company is focusing on new product development to drive future growth [39][41] Group 8 - The report mentions that Shandong Weida achieved a revenue of 1.439 billion yuan in the first three quarters, a year-on-year decrease of 11%, with a net profit of 230 million yuan, up 15% year-on-year [43][44] - In Q3, the company reported a revenue of 525 million yuan, a year-on-year decrease of 2%, but a net profit increase of 31% year-on-year [43][44] - The report highlights the company's strong cash flow and potential for growth in new business areas [44][45] Group 9 - The report indicates that Dinglong Co. achieved a revenue of 2.698 billion yuan in the first three quarters, a year-on-year increase of 11.2%, with a net profit of 519 million yuan, up 38% year-on-year [46][47] - In Q3, the company reported a revenue of 967 million yuan, a year-on-year increase of 6.6%, and a net profit of 208 million yuan, up 31.5% year-on-year [47][48] - The report highlights the strong performance of the semiconductor business, contributing significantly to overall growth [48]

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [2][10]. Core Insights - The company has demonstrated strong operational performance with double-digit growth in both revenue and profit, driven by its long-term strategic direction and high-quality development [6]. - The company achieved a revenue of approximately 53.663 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 16.08%, and a net profit attributable to shareholders of approximately 2.843 billion yuan, up 19.91% [5]. - In Q3 2025, the company reported revenue of about 20.702 billion yuan, a year-on-year growth of 19.25%, and a net profit of approximately 1.700 billion yuan, reflecting a 12.62% increase [5]. Summary by Sections Business Performance - The company continues to strengthen its position in the supply chain of smartphones and computers, leading to rapid profit growth. It has solidified its market leadership in glass, ceramics, and metal components, preparing for the mass production of several flagship smartphones [6]. - The introduction of ultra-thin laminated car windows into the production systems of leading domestic automotive companies is expected to be a continuous growth driver for the company [6]. - The company has made breakthroughs in core processes for smart glasses and wearables, achieving large-scale production for AI glasses and is set to benefit from the rapid growth of the industry [7]. - The scale effects of embodied intelligence products are gradually becoming apparent, with significant progress in partnerships with leading domestic and international companies [7]. Financial Forecast - The company is projected to achieve revenues of 87.979 billion yuan, 105.970 billion yuan, and 122.700 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 5.070 billion yuan, 6.737 billion yuan, and 8.023 billion yuan [8]. - The expected P/E ratios for the years 2025, 2026, and 2027 are 26.1x, 19.6x, and 16.5x, respectively [8].

Core Viewpoint - Lens Technology (06613) announced a share buyback plan, intending to repurchase 1.6768 million A-shares for a total expenditure of 49.9829 million yuan by October 30, 2025 [1] Group 1 - The company plans to repurchase shares as part of its capital management strategy [1] - The total amount allocated for the buyback is approximately 49.98 million yuan [1] - The number of shares to be repurchased is 1.6768 million [1]

Core Viewpoint - Lens Technology (06613.HK) announced a share buyback plan, intending to repurchase 1.6768 million A-shares at a total cost of approximately RMB 49.9829 million, with a buyback price range of RMB 29.76 to 29.86 per share [1] Group 1 - The company plans to execute the buyback on October 30, 2025 [1] - The total expenditure for the buyback is set at RMB 49.9829 million [1] - The number of shares targeted for repurchase is 1.6768 million [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 藍思科技股份有限公司 呈交日期： 2025年10月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | A | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 300433 | 說明 | A 股 (於深圳證劵交易所上市) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事 ...

前三季度营收约为536.32亿元，同比上升16.08%。净利润约为28.43亿元，同比上升19.91%。 格隆汇10月28日丨蓝思科技(06613.HK)发布2025年第三季度报告。营收约为人民币207.02亿元，同比上 升19.25%。净利润约为17亿元，同比上升12.62%。基本每股收益为0.33元。 ...

Core Viewpoint - Lens Technology (06613) reported a revenue of 53.663 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 16.08% [1] - The net profit attributable to shareholders of the listed company reached 2.843 billion yuan, marking a year-on-year increase of 19.91% [1] - The basic earnings per share stood at 0.57 yuan [1] Summary by Category Financial Performance - Revenue for the first three quarters was 53.663 billion yuan, up 16.08% year-on-year [1] - Net profit attributable to shareholders was 2.843 billion yuan, an increase of 19.91% year-on-year [1] - Basic earnings per share were reported at 0.57 yuan [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，並明確表示概不就因本公告全部或任何部份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。 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股份有限公司） （股份代號：6613） 2025年第三季度報告 根據深圳證券交易所的規定，藍思科技股份有限公司（「本公司」或「公司」）需於每個財政 年度的第一季度和第三季度完結後刊發季度報告。 本季度報告內所載的財務數據均未經審計，並根據中國企業會計準則而編製。 本季度報告乃根據香港聯合交易所有限公司證券上市規則第13.09條及13.10B條與及證券 及期貨條例（ 香港法例第571章）第XIVA部項下內幕消息條文而刊發。 重要內容提示： – 1 – 一 、主要財務數據 （ 一 ）主要會計數據和財務指標 公司是否需追溯調整或重述以前年度會計數據 □是 □✓否 | | 本報告期 | 本報告期比上年 同期增減 | 年初至報告期末 | 年初至報告期末 比上年同期增減 | | --- | --- ...

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 概不就因本公告全部或任何部份内容而產生或因 衛賴該等內容而引致之任何損失 承擔任何責任。 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股份有限公司) ( 股 份 代 號 ： 6613 ) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條刊發。 香港,2025年10月28日 於 本公告日期,本公司董事會成員包括執行董事周群飛女士、鄭俊龍先生及饒橋兵先生;及獨立非執行董事 萬 焯 女 士 、 劉 岳 先 生 、 田 宏 先 生 及 謝 志 明 先 生 。 证券代码:300433 证券简称:蓝思科技 公告编号:临 2025-084 蓝思科技股份有限公司 关于 2025 年前三季度计提减值准备及核销资产的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 ...