智通财经APP讯，蓝思科技(06613)发布公告，于2025年9月2日斥资483.64万元(人民币，下同)回购A股 股份16.06万股，每股回购价格为30.06-30.15元。 ...

格隆汇9月2日丨蓝思科技(06613.HK)发布公告，2025年9月2日耗资483.6万元人民币回购16.06万股A 股，回购价格每股30.06-30.15元。 ...

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 ...

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]

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]

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]

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]

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]

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 ...

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies [1][2][3][4]. Summary by Category Increase in Holdings - The companies with the largest increases in Hong Kong Stock Connect holdings include: - Hang Seng China Enterprises (02828) with an increase of 5.48%, bringing the total holding to 6.10% - Tracker Fund of Hong Kong (02800) with an increase of 4.07%, totaling 4.76% - Anjoy Foods (02648) with an increase of 1.74%, now at 15.81% [2] - Other notable increases include: - Angelalign Technology (06699) +1.66% to 23.03% - Ganfeng Lithium (01772) +1.44% to 34.51% - East China Environmental Protection (00895) +1.44% to 43.67% [2] Decrease in Holdings - The companies with the largest decreases in Hong Kong Stock Connect holdings include: - Kinglong Motor Group (06680) with a decrease of 3.39%, now at 24.56% - Interstellar Technology (01725) with a decrease of 2.02%, totaling 10.16% - Goldwind (02208) with a decrease of 1.48%, now at 41.84% [3] - Other notable decreases include: - ZTE Corporation (00763) -1.35% to 56.09% - Longpan Technology (02465) -1.08% to 49.62% [3] Five-Day Changes - Over the last five trading days, the companies with the largest increases in holdings are: - Lens Technology (06613) +6.93% to 13.85% - ZTE Corporation (00763) +5.92% to 56.09% - Tongyu Pharmaceutical-B (02410) +5.40% to 14.72% [4] - The companies with the largest decreases in holdings over the same period include: - Hang Seng China Enterprises (02828) -14.01% to 6.10% - Tracker Fund of Hong Kong (02800) -4.36% to 4.76% [4] Twenty-Day Changes - In the last twenty days, the companies with the largest increases in holdings are: - Meizhong Jiahe (02453) +12.09% to 37.34% - Changfei Optical Fiber (06869) +10.66% to 54.73% - Tongyu Pharmaceutical-B (02410) +8.30% to 14.72% [5] - The companies with the largest decreases in holdings over the same period include: - Yisou Technology (02550) -10.13% to 47.88% - Chongqing Steel (01053) -5.27% to 31.55% [6]