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蓝思科技(06613) - 截至2025年11月30日止月份之股份发行人的证券变动月报表
2025-12-02 08:23
FF301 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 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 3 ...
AI赋能智能手机浪潮加速落地 瑞声科技涨近7%
Sou Hu Cai Jing· 2025-12-02 02:23
Group 1: Market Performance - The consumer electronics sector in the Hong Kong stock market showed strong performance, with notable gains from several companies including AAC Technologies (6.74%), Q Technology (4.40%), and GoerTek (3.80%) [1] - Specific stock price movements include AAC Technologies at 40.520 (+6.74%), Q Technology at 9.970 (+4.40%), and GoerTek at 31.140 (+3.80%) [2] Group 2: New Product Launch - Doubao, a subsidiary of ByteDance, has launched the Doubao Phone Assistant, marking a significant breakthrough in collaboration with smartphone manufacturers at the operating system level [3] - The Doubao Phone Assistant is designed for a smoother interaction experience and smarter functionality, differing from typical application-layer AI assistants [3] Group 3: Business Developments - Lens Technology has secured exclusive supply rights for key precision structural components and LIPO screen packaging for the Doubao phone, with the order value exceeding 100 million yuan and accounting for over 10% of the total device cost [4] - This project is expected to contribute significantly to Lens Technology's revenue growth as the Doubao phone is officially launched and iterated [4] Group 4: Industry Trends - Apple is reportedly preparing to launch its first foldable iPhone, the iPhone Fold, which is currently in the engineering verification and pre-production phase, with a potential release by the end of next year [5] - Market research predicts that global shipments of foldable smartphones will exceed 70 million units by 2025, with an annual growth rate surpassing 50%, driven by Apple's entry into the market [5]
苹果概念股继续上涨 瑞声涨超4% 比亚迪电子、鸿腾精密涨近3%
Ge Long Hui· 2025-12-02 02:07
Core Viewpoint - The Hong Kong stock market saw a continued rise in Apple-related stocks, driven by positive supply chain news regarding the upcoming iPhone Fold, which is expected to be released by the end of next year [1] Group 1: Stock Performance - AAC Technologies (瑞声科技) rose over 4.21% to a price of 39.560 [2] - BYD Electronics (比亚迪电子) increased by 2.96% to 34.800 [2] - Hon Teng Precision (鸿腾精密) saw a rise of 2.81% to 5.120 [2] - Q Technology (丘钛科技) gained 2.41% to 9.780 [2] - Lens Technology (蓝思科技) increased by 2.06% to 25.760 [2] - Sunny Optical Technology (舜宇光学科技) rose by 1.41% to 68.400 [2] - GoerTek (高伟电子) saw a slight increase of 1.13% to 30.340 [2] Group 2: Product Development - Apple's first foldable phone, the iPhone Fold, has entered the Engineering Validation Test (EVT) and pre-production stages, with only minor design adjustments remaining [1] - Recent supply chain reports indicate that component manufacturers are already in a state of readiness, suggesting that the final design of the iPhone Fold is largely confirmed and a release is highly probable next year [1]
港股异动丨苹果概念股继续上涨 瑞声涨超4% 比亚迪电子、鸿腾精密涨近3%
Ge Long Hui· 2025-12-02 01:57
Core Viewpoint - The Apple concept stocks in the Hong Kong market continue to rise, driven by news regarding the upcoming release of Apple's first foldable phone, the iPhone Fold, which is expected to be launched by the end of next year [1] Group 1: Stock Performance - AAC Technologies (瑞声科技) rose over 4.21% to a price of 39.560 [2] - BYD Electronic (比亚迪电子) increased by 2.96% to 34.800 [2] - Hon Teng Precision (鸿腾精密) saw a rise of 2.81% [2] - Q Technology (丘钛科技) grew by 2.41% to 9.780 [2] - Lens Technology (蓝思科技) increased by 2.06% to 25.760 [2] - Sunny Optical Technology (舜宇光学科技) rose by 1.41% to 68.400 [2] - GoerTek (高伟电子) increased by 1.13% to 30.340 [2] Group 2: Product Development - The iPhone Fold has entered the Engineering Validation Test (EVT) and pre-production phases, with only minor design adjustments remaining [1] - Supply chain sources indicate that component manufacturers are already in a state of readiness to supply parts to assembly factories, suggesting that the final design of the iPhone Fold is largely confirmed [1]
蓝思科技(06613.HK)高开逾3%

Mei Ri Jing Ji Xin Wen· 2025-12-02 01:44
每经AI快讯,蓝思科技(06613.HK)高开逾3%,截至发稿,涨3.33%,报26.08港元,成交额219.59万港 元。 ...
港股异动 | 蓝思科技(06613)高开逾3% 据报公司独家供应豆包手机关键零部件 目前已获上亿订单
智通财经网· 2025-12-02 01:35
据悉,近日,豆包宣布推出豆包手机助手,这是豆包和手机厂商在操作系统层面合作的手机AI助手。 基于豆包大模型的能力和手机厂商的授权,豆包手机助手能够为用户带来更方便的交互和更丰富的体 验。目前,搭载豆包手机助手技术预览版的工程样机nubia M153少量发售。 智通财经APP获悉,蓝思科技(06613)高开逾3%,截至发稿,涨3.33%,报26.08港元,成交额219.59万港 元。 消息面上,12月1日,据智通财经报道,从产业链获悉,蓝思科技独家供应豆包手机关键精密结构件与 LIPO屏幕封装,目前已获上亿订单,产品价值量达到整机10%以上,后续价值增量将持续增加。 ...
蓝思科技(06613.HK):独立非执行董事谢志明逝世

Ge Long Hui· 2025-12-01 13:53
格隆汇12月1日丨蓝思科技(06613.HK)公告,独立非执行董事、董事会审计委员会主席及薪酬与考核委 员会主席谢志明于近日不幸因病逝世。 ...
蓝思科技(06613):独立非执行董事谢志明逝世

智通财经网· 2025-12-01 13:46
智通财经APP讯,蓝思科技(06613)发布公告,公司独立非执行董事、董事会审计委员会主席及薪酬与考 核委员会主席谢志明先生于近日不幸因病逝世。 ...
蓝思科技(06613) - 董事名单及其角色和职能
2025-12-01 13:36
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) 董事名單及其角色和職能 藍思科技股份有限公司董事(「董事」)會(「董事會」)成員載列如下: 周群飛女士 ( 執行董事、董事長兼總經理) 鄭俊龍先生 ( 執行董事兼副董事長) 饒橋兵先生 ( 執行董事兼副總經理) 萬煒女士 ( 獨立非執行董事) 劉岳先生 ( 獨立非執行董事) 田宏先生 ( 獨立非執行董事) 四個董事會委員會各自的組成情況如下表所示: 香港,2025年12月1日 – 1 – | | 董事會委員會 | 戰略 | 審計 | 提名 | 薪酬與考核 | | --- | --- | --- | --- | --- | --- | | 董事 | | 委員會 | 委員會 | 委員會 | 委員會 | | 周群飛女士 | | 主席 | | | | | 鄭俊龍先生 | | | | 成員 | 成員 | | 饒橋兵先生 | | | | | | | 萬煒女士 | | 成員 | 成員 | 主席 | | | 劉岳先生 | | | 成員 | 成員 | 成員 | | 田 ...
蓝思科技(06613) - 独立非执行董事逝世
2025-12-01 13:35
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) (股份代號:6613) 獨立非執行董事逝世 藍 思 科 技 股 份 有 限 公 司(「 本 公 司」)董 事(「 董 事」)會(「 董 事 會」)惋 然 宣 佈 , 獨 立 非 執 行 董 事、董事會審計委員會主席及薪酬與考核委員會主席謝志明先生(「謝先生」)於近日不幸因 病逝世。本公司及董事會對此致以沉痛哀悼,並向其家人表示深切慰問。 謝先生在擔任其於本公司的職務期間,恪盡職守,忠實、勤勉地履行了作為獨立非執行董 事應盡的職責和義務,為本公司相關決策事項提供了專業意見和建議。本公司及董事會對 謝先生在任職期間所做貢獻表示衷心感謝。 謝先生逝世後,董事會現任董事會成員由七名變為六名,包括三名執行董事及三名獨立非 執行董事,未低於法定最低人數,但低於本公司《公司章程》( ...