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蓝思科技(06613) - 变更临时股东大会日期、记录日期及暂停办理H股股份过户登记期间公告
2025-09-02 11:58
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。 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) 於新的暫停辦理H股股份過戶登記期間內將不會辦理H股過戶登記。為享有出席改期後的臨 時股東會會議並於會上投票的資格,未辦理過戶登記的H股持有人須最遲於2025年9月10日 ( 星期三)下午四時三十分前向本公司的H股股份過戶登記處香港中央證券登記有限公司( 地 址為香港 灣仔皇后大道東183 號合和中 心17 樓1712 – 16 號舖 )提 交正式填妥的過戶 文件連同 – 1 – 有關的股權證明書,受讓人而非轉讓人將視為持有有關H 股,並可出席改期後的臨時股東 會會議及投票。2025年9月16日( 星期二)登記在冊的H股股東將有權出席改期後的臨時股東 會會議。 (股份代號:6613) 變更臨時股東大會日期、記錄日期及 暫停辦理H股股份過戶登記期間公告 兹提 述藍思科 技 ...
蓝思科技(06613)9月2日斥资483.64万元回购A股16.06万股

智通财经网· 2025-09-02 11:32
Group 1 - The company, Lens Technology, announced a share buyback plan on September 2, 2025, with an investment of 4.8364 million RMB [1] - The company plans to repurchase 160,600 A-shares at a price range of 30.06 to 30.15 RMB per share [1]
蓝思科技(06613.HK)9月2日耗资483.6万元回购16.06万股A股

Ge Long Hui· 2025-09-02 11:27
Core Viewpoint - Lens Technology (06613.HK) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Buyback Details - The company plans to repurchase 160,600 A-shares at a total cost of 4.836 million RMB [1] - The buyback price per share ranges from 30.06 to 30.15 RMB [1]
蓝思科技(06613) - 翌日披露报表
2025-09-02 11:15
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9月2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 | 佔有關事件前 ...
【私募调研记录】趣时资产调研蓝思科技
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1 - The core viewpoint of the article highlights that Qushi Asset Management has recently conducted research on a listed company, Lens Technology, indicating potential growth opportunities in the 3D printing sector and solar energy [1] - Lens Technology (H-share: 06613) is set to be listed on July 9, 2025, and has engaged in joint R&D with leading companies in the 3D printing industry, with some products expected to achieve mass production next year [1] - The company’s wholly-owned subsidiary, Hunan Lens New Energy Co., Ltd., has a registered capital of 1 billion yuan and focuses on photovoltaic glass products, photovoltaic equipment and components, and photovoltaic power generation projects [1] Group 2 - Qushi Asset Management, established in September 2015, has a paid-in registered capital of 10 million yuan and received private securities investment fund management qualifications in April 2016 [1] - The company specializes in asset management with over 90% of its employees holding master's degrees or higher from prestigious domestic and international institutions [1] - The founder, Zhang Xiuqi, is a well-known fund manager in the public fund sector, having received multiple awards, including the "Fund Golden Ding Award" [1]
【私募调研记录】淡水泉调研景旺电子、蓝思科技等3只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1: Jingwang Electronics - In the first half of 2025, the company achieved operating revenue of 7.095 billion yuan, a year-on-year increase of 20.93% [1] - The net profit attributable to shareholders was 650 million yuan, a decrease of 1.06% year-on-year, while the net profit excluding share-based payment impacts was 721 million yuan, reflecting a year-on-year growth of 9.55% [1] - The company is investing 5 billion yuan in the Zhuhai Jinwan base for high-end PCB capacity construction, with the Thailand base structure already completed to meet overseas demand for automotive electronics and AI server products [1] Group 2: Lens Technology - Lens Technology (H-share: 06613) was listed on July 9, 2025, and has engaged in joint R&D with leading companies in the 3D printing industry, with some products expected to achieve mass production next year [2] - The wholly-owned subsidiary, Hunan Lens New Energy Co., Ltd., has a registered capital of 1 billion yuan and focuses on photovoltaic glass products, equipment, and projects [2] Group 3: Shiyun Circuit - The company collaborates with leading domestic and international AI smart glasses clients, providing one-stop supply services [2] - New energy vehicle PCBs are a core business area, and the company offers comprehensive support for clients, leveraging years of technical accumulation and production experience [2] - The company is currently supplying energy storage-related PCB products globally to a key client, with ongoing progress in the energy storage sector [2] Group 4: Institutional Overview - Founded in 2007, the company is a leading private equity fund manager in China, focusing on investment opportunities related to China [2] - The client base includes global government pension funds, sovereign wealth funds, university endowments, insurance companies, and high-net-worth individuals [2]
【私募调研记录】诚盛投资调研阳光诺和、蓝思科技
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1: Yangguang Nuohuo - Yangguang Nuohuo's equity sharing project is expected to achieve operating revenue of 7.3371 million yuan by the first half of 2025, representing a year-on-year growth of 119.73% [1] - The company anticipates annual approval of new equity varieties for market launch [1] - Clinical business revenue is projected to reach 279 million yuan in the first half of 2025, a year-on-year increase of 29%, accounting for nearly 50% of total revenue [1] - The company has established a small nucleic acid drug delivery system platform with over 10 research pipelines targeting conditions such as hypertension, fat reduction, and Alzheimer's disease [1] Group 2: Lens Technology - Lens Technology (H-share: 06613) was listed on July 9, 2025, and has engaged in joint R&D with leading companies in the 3D printing industry, with some products expected to achieve mass production next year [2] - The wholly-owned subsidiary, Hunan Lens New Energy Co., Ltd., has a registered capital of 1 billion yuan and focuses on photovoltaic glass products, photovoltaic equipment and components, and photovoltaic power generation projects [2] Group 3: Chengsheng Investment - Chengsheng Investment Management Co., Ltd. was established in November 2004 and is a member of the China Securities Investment Fund Industry Association, having received multiple awards in the private equity sector [2] - The company emphasizes in-depth fundamental research and strict risk control, maintaining a stable investment style while achieving continuous growth in management scale [2]
【私募调研记录】高毅资产调研欢乐家、景旺电子等5只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1: Company Insights - Joyful Home is focusing on high-quality canned products, introducing new portable and diverse packaging options, and has seen over a 30% year-on-year increase in coconut raw material procurement prices due to rising demand and quality requirements [1] - Jingwang Electronics achieved a revenue of 7.095 billion yuan in the first half of 2025, a year-on-year increase of 20.93%, while net profit decreased by 1.06% to 650 million yuan [2] - Lens Technology has partnered with leading companies in the 3D printing industry for joint research and development, with some products expected to be mass-produced next year [3] - Yingtan Technology's smart vending control system product line saw a significant year-on-year growth of 442.94%, primarily due to the large-scale delivery of smart opening cabinet products [4] - Antu Bio's chemical luminescence product prices have decreased due to centralized procurement and DRG policy implementation, leading to reduced testing volumes, although the installed capacity is expected to reach a new high in 2024 [5] Group 2: Market Trends and Developments - The demand for high-end PCB production is increasing, with Jingwang Electronics investing 5 billion yuan in the Zhuhai Jinwan base for capacity expansion [2] - The smart grid product line of Yingtan Technology is expected to improve in the second half of the year after a decline in the first half due to slowed bidding processes [4] - Antu Bio anticipates that the impact of policies will clear by the end of 2024 or 2025, leading to stable growth in the luminescence business over the next 3-5 years [5]
【私募调研记录】中欧瑞博调研长春高新、欧科亿等6只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1: Company Highlights - Changchun High New has made significant progress in using AI large models to design highly alkaline single-domain antibodies, successfully completing the development of a protein product designed by the model that has entered 5000-liter scale production [1] - Oko Yi achieved operating revenue of 603.48 million yuan in the first half of 2025, a year-on-year increase of 4.17%, but net profit decreased by 98.71% due to low capacity utilization, increased depreciation, rising material costs, and higher expense ratios [2] - Jingwang Electronics reported operating revenue of 7.095 billion yuan in the first half of 2025, a year-on-year increase of 20.93%, with net profit of 650 million yuan, a slight decrease of 1.06% [3] - Lens Technology has engaged in joint R&D with leading companies in the 3D printing industry, with some products expected to achieve mass production next year [4] - Ximai Food's revenue for the first half of the year was over 30 million yuan, a year-on-year increase of approximately 10%, with profitability starting in the second quarter [5] - Antu Bio experienced a decrease in testing volume due to price reductions in chemiluminescence products, but anticipates a record high in installed capacity in 2024 [6] Group 2: Industry Insights - The manufacturing recovery is driving demand for tools in the automotive, aerospace, and consumer electronics sectors, with significant potential for domestic replacements in high-end fields [2] - The industry is in a golden development phase, with substantial room for domestic substitution and significant overseas market potential [2] - The automotive electronics sector is experiencing rapid growth, with increased shipments of AI servers and 800G optical modules [3] - The biopharmaceutical sector is facing pressure from the implementation of centralized procurement and DRG policies, impacting sales and pricing strategies [5][6]
蓝思科技(06613) - 截至2025年8月31日止月份之股份发行人的证券变动月报表
2025-09-01 10:46
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8月31日 狀態: 新提交 致:香港交易及結算所有限公司 FF301 II. 已發行股份及/或庫存股份變動 公司名稱: 藍思科技股份有限公司 呈交日期: 2025年9月1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 | | | 262,256,800 | RMB | | 1 RMB | | 262,256,800 | | 增加 / 減少 (-) | | | 39,338,400 | | | RMB | | 39,338,400 | | 本月底結存 | | | 301,595,200 | RMB | | 1 RMB | | 301,5 ...