Core Viewpoint - The company, Lante Optics (688127.SH), plans to invest up to $60 million (approximately 420 million RMB) to establish subsidiaries in Singapore and Malaysia, aiming to enhance international supply chain collaboration and mitigate risks from complex international trade tensions [1] Group 1: Investment Strategy - The investment is part of the company's strategic layout to deepen international supply chain collaboration and integrate into the global supply chain of precision optical components [1] - Establishing subsidiaries in Singapore and Malaysia will enable the company to develop R&D and production capabilities in the Southeast Asian region [1] Group 2: Market Positioning - The new subsidiaries will allow the company to be closer to international markets and respond more flexibly to international customer demands [1] - This move is expected to create synergistic advantages in competition within overseas markets and enhance the company's global market competitiveness and risk resistance [1]

Core Viewpoint - The company, Lante Optics (688127.SH), plans to invest up to $60 million (approximately 420 million RMB) to establish subsidiaries in Singapore and Malaysia to enhance international supply chain collaboration and mitigate risks from international trade tensions [1] Group 1: Investment Strategy - The investment aims to deepen international supply chain collaboration and integrate into the global supply chain of precision optical components [1] - Establishing subsidiaries in Singapore and Malaysia will enable the company to develop R&D and production capabilities in Southeast Asia [1] Group 2: Market Positioning - The new subsidiaries will allow the company to be closer to international markets and respond more flexibly to customer demands [1] - This strategic move is expected to enhance the company's global market competitiveness and risk resilience by improving its international marketing network and reducing the impact of regional trade barriers [1]

人民财讯1月5日电，蓝特光学(688127)1月5日公告，为进一步深化国际产业链协同，提升公司与海外客 户的协同效应，同时更好地应对日趋复杂的国际贸易摩擦所带来的潜在风险，公司拟开展海外投资，同 步在新加坡设立子公司、在马来西亚设立孙公司。投资金额不超过6000万美元(折合人民币约4.2亿元)， 以公司自有(自筹)资金出资。 ...

Core Viewpoint - The company plans to enhance international supply chain collaboration and mitigate potential risks from international trade tensions by establishing subsidiaries in Singapore and Malaysia with an investment of up to $60 million (approximately 420 million RMB) using self-raised funds [1][2] Group 1: Investment Strategy - The investment aims to deepen international supply chain collaboration and integrate into the global supply chain of precision optical components [1] - Establishing subsidiaries in Singapore and Malaysia will enable the company to develop R&D and production capabilities in Southeast Asia, allowing for closer proximity to international markets and more flexible responses to customer demands [1] - The investment is expected to strengthen the company's international marketing network, reduce the impact of regional trade barriers, and enhance global market competitiveness and risk resilience [1] Group 2: Financial Health and Impact - The company's current financial status is stable, and the overseas investment will not adversely affect its main business, ongoing operational capacity, or asset status [1] - Long-term, the investment aligns with the company's strategic planning and operational development needs, contributing positively to reducing operational risks and strengthening long-term competitiveness [1]

证券代码：688127 证券简称：蓝特光学 公告编号：2026-001 重要内容提示： 投资标的名称：浙江蓝特光学股份有限公司（以下简称"公司"或"蓝 特光学"）拟在新加坡设立子公司"Lante Optics PTE. LTD."（暂定名，最终以 当地主管机关核准登记名称为准，下同）、在马来西亚设立孙公司"Lante Optic s SDN. BHD"。 投资金额：不超过 6,000 万美元（折合人民币约 42,000 万元），以公司自 有（自筹）资金出资（实际投资金额以中国及当地主管部门批准金额为准）。 交易实施尚需履行的审批及其他相关程序 公司于 2026 年 1 月 5 日召开第五届董事会第二十四次会议，审议通过了《关 于对外投资暨设立海外子公司及孙公司的议案》。本次投资事项在公司董事会决 策权限范围内，无需提交股东会审议批准。 本次对外投资不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 风险提示 （一）公司本次投资成立新加坡子公司、马来西亚孙公司，尚需履行国内相 关部门的境外投资审批或备案手续，以及新加坡、马来西亚当地投资许可和企业 登记等审批或登记程序，能否通过相关核 ...

本次对外投资不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。本 次投资成立新加坡子公司、马来西亚孙公司，尚需履行国内相关部门的境外投资审批或备案手续，以及 新加坡、马来西亚当地投资许可和企业登记等审批或登记程序。 1月5日，蓝特光学发布公告，公司拟在新加坡设立子公司"Lante Optics PTE. LTD."、在马来西亚设立孙 公司"Lante Optics SDN. BHD"，投资金额不超过6000万美元（折合约4.2亿元），以公司自有（自筹） 资金出资。 ...

Core Viewpoint - The company plans to enhance international supply chain collaboration and mitigate potential risks from international trade tensions by establishing subsidiaries in Singapore and Malaysia with an investment of up to $60 million (approximately 420 million RMB) using its own funds [1][2]. Group 1: Investment Strategy - The investment aims to deepen international supply chain collaboration and integrate into the global supply chain of precision optical components [1]. - Establishing subsidiaries in Singapore and Malaysia will allow the company to develop R&D and production capabilities in Southeast Asia, enabling closer proximity to international markets and more flexible responses to customer demands [1]. - The investment is expected to strengthen the company's international marketing network, reduce the impact of regional trade barriers, and enhance global market competitiveness and risk resilience [1]. Group 2: Financial Health and Impact - The company's current financial status is stable, and the overseas investment will not adversely affect its main business, ongoing operational capacity, or asset status [1]. - Long-term, the investment aligns with the company's strategic planning and operational development needs, contributing positively to reducing operational risks and strengthening long-term competitiveness [1].

Group 1: Strategy Overview - The report indicates that the market is gradually shifting focus from a single narrative around AI to a broader range of sectors, suggesting that a new investment theme for 2026 is emerging as the market stabilizes and industry rotation accelerates [5][12][15] - The report highlights that the recent rally in the market is driven by a recovery in global risk assets, with expectations of a cross-year market trend starting to take shape [5][12] Group 2: Metal Industry Insights - The report notes that the sharp rise in non-ferrous metals is likely driven by increased demand from high-margin and growth-oriented sectors, which are more tolerant of price increases [5][13] - It emphasizes that the relationship between metal prices and AI investments is similar to the past dynamics between coal/power and new energy sectors, indicating a potential for significant price movements in metals due to AI-related consumption [5][13] Group 3: Currency and Trade Dynamics - The report discusses a new cycle of RMB appreciation, driven by changes in export structure and settlement methods, suggesting that the impact of RMB appreciation on export competitiveness may be less severe than previously thought [6][14] - It highlights that the current high-value export sectors in China possess significant market share and production capacity, which enhances their resilience against trade protectionism [6][14] Group 4: Investment Recommendations - The report recommends focusing on industrial resource products that resonate with AI investments and global manufacturing recovery, including copper, aluminum, tin, lithium, crude oil, and oil transportation [7][15] - It also suggests investing in Chinese equipment export chains that have confirmed cyclical bottoms, such as power grid equipment, energy storage, lithium batteries, photovoltaics, and engineering machinery [7][15] Group 5: Company-Specific Insights - For Yun Aluminum Co. (000807.SZ), the report recommends a long-term investment due to favorable conditions for aluminum exports and potential price increases driven by supply-side reforms and low inventory levels [17] - For Hengli Hydraulic (601100.SH), the report highlights the company's growth potential due to rising global market share and collaboration with leading companies in robotics [18] - For China Southern Airlines (1055.HK), the report notes the expected improvement in industry supply-demand dynamics and the company's large fleet size as key growth drivers [21] - For Li Ning (2331.HK), the report points to management improvements and the upcoming Olympic cycle as catalysts for growth [24] - For Blue Special Optics (688127.SH) and Shengyi Technology (600183.SH), the report emphasizes strong demand in downstream sectors and the potential for price increases due to supply constraints [26][27] - For Te Bao Biological (688278.SH), the report highlights the expected commercial success of its growth hormone product and the potential for new indications to drive revenue growth [28]

同花顺果指数概念资金流入榜 资金面上看，今日同花顺果指数概念板块获主力资金净流入12.29亿元，其中，6股获主力资金净流入， 5股主力资金净流入超亿元，净流入资金居首的是领益智造，今日主力资金净流入3.76亿元，净流入资 金居前的还有立讯精密、蓝思科技、长盈精密等，主力资金分别净流入3.32亿元、2.59亿元、2.40亿 元。 资金流入比率方面，领益智造、蓝思科技、立讯精密等流入比率居前，主力资金净流入率分别为 7.36%、6.97%、5.74%。（数据宝） 截至12月30日收盘，果指数概念上涨1.64%，位居概念板块涨幅第4，板块内，8股上涨，长盈精密、蓝 思科技、蓝特光学等涨幅居前，分别上涨9.49%、4.07%、2.70%。跌幅居前的有东山精密、鹏鼎控股、 立讯精密等，分别下跌0.68%、0.27%、0.26%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 2.86 | 海南自贸区 | -4.06 | | 人形机器人 | 1.94 | 免税店 | -2.74 | | PEEK材料 | 1 ...

Core Insights - The report recommends key stocks across various industries for January 2026, highlighting potential investment opportunities based on market trends and company performance [2][3]. Industry Summaries Construction - Shenghui Integration (603163.SH) is a Taiwanese cleanroom engineering service provider and a core supplier for Google's TPU supply chain, poised to benefit from TSMC's expansion in the U.S. with potential orders from TSMC Arizona and multiple North American data centers [2]. Social Services - China Duty Free Group (601888.SH) is expected to benefit from a new cycle in domestic duty-free sales, with a boost from the upcoming consumption peak during the New Year and Spring Festival, leading to improved performance expectations [2]. Electronics - Lante Optics (688127.SH) is experiencing significant growth in its optical prism product line and is collaborating with multiple waveguide manufacturers for AR glasses, indicating strong profit elasticity and expansion potential [2]. Utilities and Environmental Protection - China General Nuclear Power (003816.SZ) is set to benefit from the normalization of nuclear power approvals and improvements in market pricing mechanisms, with expected production increases in Guangdong province [2]. Nonferrous Metals - Zijin Mining (601899.SH) is a leading player in the nonferrous sector, with high profit contributions from gold and copper, and is entering a rapid growth phase in lithium production, making it a highly valued investment opportunity for 2026 [2]. Agriculture, Forestry, Animal Husbandry, and Fishery - Youran Dairy (9858.HK), a global leader in dairy farming, is expected to benefit from rising milk prices and beef price increases, leading to significant performance recovery [2]. Internet - Tencent Holdings (0700.HK) is well-positioned for the AI era, leveraging its ecosystem advantages, with potential growth from e-commerce and AI agent capabilities not yet reflected in current profit forecasts [2]. Pharmaceuticals - WuXi AppTec (603259.SH) is supported by strong performance, order growth, and capital expenditure, with favorable regulatory changes expected to enhance the valuation of the CXO sector [2]. Light Industry - Sun Paper (002078.SZ) is entering a new capacity release phase with significant production increases expected, making it a compelling investment with reasonable valuation metrics [2]. Textiles and Apparel - Anta Sports (2020.HK) is anticipated to benefit from the performance of its premium sports brands, with a favorable valuation and upcoming catalysts from Q4 operational disclosures and the Spring Festival consumption peak [2].