记者丨 张赛男 实习生林超婧 编辑丨张伟贤 她说，到港上市是蓝思"全球化战略"的重要里程碑，公司将以香港为支点，让国际资本与蓝思 的智造优势、中国市场深度融合，共享"中国智造"的增长红利。 关于周群飞的创业故事有很多，离不开的一条主线是她从"打工妹"到"中国女首富"的逆袭人 生，恰是人们当下最爱看的真实"爽剧"。但站在港股上市的新起点，她显然要开启新的剧本， 全球化和多元化将是未来的关键词。 背靠苹果的喜忧 在周群飞的发家史中，苹果公司是一个避不开的关键角色。 2007年，苹果初代iPhone横空出世，并开始采用玻璃屏幕。这让当时已经在做手机玻璃的周群 飞看到了机会。 蓝思具体是何时点正式进入苹果供应链并无官方消息印证，但大致在这一年，周群飞带领团队 搞研发，成为苹果首批核心屏幕供应商之一。 此后，周群飞和蓝思科技正式踏上飞速发展的快车道——借着iPhone全球热销的东风，蓝思科 技的业绩出现爆发式增长。 7月9日，香港联交所交易大厅内，蓝思科技创始人及董事长周群飞手持木槌敲响上市铜锣，宣 告公司正式登陆港交所主板。 周群飞一头利落的齐肩发搭配无框眼镜，显得神采奕奕。从递表到挂牌仅用时100天，蓝思科 技高效 ...

"全球手机玻璃女王"的全球化与多元化之路。 7月9日，香港联交所交易大厅内，蓝思科技（300433）创始人及董事长周群飞手持木槌敲响上市铜锣， 宣告公司正式登陆港交所主板。 周群飞一头利落的齐肩发搭配无框眼镜，显得神采奕奕。 从递表到挂牌仅用时100天，蓝思科技高效完成了全球发售2.62亿股，发行价每股18.18港元，募资额 47.68亿港元。 这位"全球手机玻璃女王"终于带领公司完成"A+H"双平台布局，开启全球化战略的新征程。 她说，到港上市是蓝思"全球化战略"的重要里程碑，公司将以香港为支点，让国际资本与蓝思的智造优 势、中国市场深度融合，共享"中国智造"的增长红利。 关于周群飞的创业故事有很多，离不开的一条主线是她从"打工妹"到"中国女首富"的逆袭人生，恰是人 们当下最爱看的真实"爽剧"。但站在港股上市的新起点，她显然要开启新的剧本，全球化和多元化将是 未来的关键词。 背靠苹果的喜忧 在周群飞的发家史中，苹果公司是一个避不开的关键角色。 2007年，苹果初代iPhone横空出世，并开始采用玻璃屏幕。这让当时已经在做手机玻璃的周群飞看到了 机会。 蓝思具体是何时点正式进入苹果供应链并无官方消息印证，但大 ...

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Group 1 - The core event was the simultaneous listing of five mainland companies and one ETF on the Hong Kong Stock Exchange, marking a significant moment for the market [1][2] - The IPO market in Hong Kong has shown resilience and vitality, with over 200 companies currently in the IPO queue, indicating a potential for more simultaneous listings in the future [1][3] - In the first half of the year, Hong Kong completed 42 IPOs, raising over HKD 107 billion, a 22% increase compared to the entire year of 2024, making it the leading global market for IPOs [3][4] Group 2 - The active performance of the IPO market is attributed to ongoing reforms by regulatory bodies and improved valuations and liquidity in the Hong Kong market [4] - Deloitte forecasts that by 2025, there will be 80 new listings in Hong Kong, raising HKD 200 billion, significantly higher than previous estimates [4] - Southbound capital has been a positive factor for liquidity in the Hong Kong market, with net inflows reaching HKD 211.26 billion in just five trading days in July [4][5] Group 3 - The secondary market's activity is a key driver for attracting companies to list in Hong Kong, although there has been a recent slowdown in the upward momentum of major indices [6] - Analysts suggest focusing on technology, consumer, and high-dividend opportunities in the Hong Kong market, with a particular emphasis on the pharmaceutical and discretionary consumption sectors [6]

Core Viewpoint - The Hong Kong Stock Exchange (HKEX) is experiencing a significant surge in IPO activities, with multiple companies successfully listing and attracting substantial investments, indicating a revitalized market confidence and a robust pipeline for future listings [2][7][10]. Group 1: Recent IPO Activities - On July 9, five companies including Lens Technology and Geek+ collectively listed on the HKEX, creating a lively atmosphere and showcasing the exchange's appeal [2][4]. - Lens Technology, with a market capitalization exceeding 110 billion HKD, completed its IPO in just 100 days, marking a record speed for the HKEX [4]. - Geek+, a robotics unicorn, achieved a market valuation of 22 billion HKD upon listing, highlighting the growing interest in technology-driven companies [4][5]. Group 2: Market Trends and Statistics - Over 40 companies successfully completed IPOs on the HKEX in the first half of the year, raising a total of 1,067 billion HKD, a dramatic increase of 688.56% compared to the previous year [7]. - Notable IPOs include CATL, which reached a market value of 1.3 trillion HKD, and other major players like Heng Rui Medicine and Hai Tian Flavor, each raising over 10 billion HKD [7]. - The HKEX is preparing for over 100 upcoming IPOs, with around 200 applications currently received, indicating a strong pipeline for future listings [7][10]. Group 3: Investor Sentiment and Market Dynamics - There is a renewed confidence in the HKEX, with institutional investors actively seeking opportunities to list companies, contrasting sharply with previous years' challenges [10][11]. - In the first half of the year, 36 out of 42 listed companies had cornerstone investors, accounting for 43.7% of total IPO fundraising, demonstrating strong backing from major investment firms [10]. - The successful performance of cornerstone investors in recent listings has further fueled interest in the HKEX as a viable platform for capital raising [11].

Core Viewpoint - Lens Technology has successfully completed its IPO in Hong Kong within 100 days, raising approximately HKD 4.768 billion with a share price of HKD 18.18, reflecting a strong market interest in its products and services related to Apple devices [1][3]. Group 1: Company Overview - Lens Technology is a well-known player in the supply chain for Apple, having collaborated for 19 years, providing components for various Apple products including iPhone, Apple Watch, Mac, and Apple Vision Pro [1]. - The company has already established manufacturing processes for ultra-thin flexible glass (UTG) and transparent polyimide (CPI) for foldable screens, and is a core supplier for major clients in North America [2][3]. Group 2: IPO and Funding Utilization - The IPO attracted 10 cornerstone investors, raising a total of approximately USD 191 million (around HKD 1.499 billion), with notable investors including Xiaomi Group and UBS [3]. - The funds raised will be allocated as follows: approximately 48% for expanding product and service offerings, 28% for overseas business expansion in Vietnam and Thailand, 14% for enhancing vertical integration capabilities, and 10% for working capital and other general corporate purposes [3]. Group 3: Global Expansion and Production Plans - Lens Technology is advancing its global footprint, with new production lines in Thailand and Vietnam expected to commence operations by the end of 2025 [4]. - The company aims to enhance manufacturing capabilities and reduce logistics costs while supporting the development of next-generation smart terminal foldable screen technologies [4]. Group 4: Diversification Strategy - The company is actively reducing its reliance on Apple, with revenue from its largest client decreasing from 71% in 2022 to 49.5% in 2024, while increasing revenue from domestic brands from 18% to 41% [6][7]. - Lens Technology is expanding into new sectors such as smart automotive, AI glasses, and humanoid robots, with significant progress in developing core components for these technologies [6][7].

Core Viewpoint - Lens Technology Co., Ltd. (蓝思科技) successfully listed on the Hong Kong Stock Exchange, with a closing price of 19.84 HKD, reflecting a 9.13% increase from the opening price of 18.88 HKD [1] Summary by Relevant Sections Share Issuance and Capital Structure - Total number of shares issued by Lens Technology is 262,256,800 [2] - Number of shares for public offering in Hong Kong (after reallocation) is 118,015,600 [2] - Number of shares for international offering (after reallocation) is 144,241,200 [2] - Total shares outstanding at listing (before exercise of over-allotment option) is 5,245,028,971 [2] Pricing and Fundraising - Final offering price is 18.18 HKD, within the range of 17.38 HKD to 18.18 HKD [5] - Total proceeds from the offering amount to 4,767.83 million HKD, with net proceeds of 4,693.69 million HKD after deducting estimated listing expenses of 74.14 million HKD [4][5] Use of Proceeds - Proceeds will be used to enhance and expand the company's product and service offerings, explore other application scenarios for products, expand global business layout, improve global capacity, and enhance vertical integration in smart manufacturing [4] Key Investors - Notable cornerstone investors include Green Better, UBS AM Singapore, Oaktree, and others, with Green Better being a wholly-owned subsidiary of Xiaomi Group [6][7] Financial Performance - The gross profit margin for Lens Technology in 2024 is projected to be 15.89%, marking the lowest level since its listing in 2015 [8]

Core Viewpoint - The Hong Kong IPO market is experiencing a surge in activity, highlighted by the successful listing of Lens Technology, which raised HKD 54.83 billion, marking it as the largest IPO project by CITIC Securities in Hong Kong for 2025 [1] Group 1: IPO Market Dynamics - The IPO market in Hong Kong is driven by the trend of A-share companies listing in Hong Kong, contributing to a total financing scale of HKD 880 billion in the first half of the year, reclaiming the top position globally [1] - On July 9, multiple companies, including Lens Technology, listed on the Hong Kong Stock Exchange, indicating a vibrant market with significant investor interest [1] - The listing of Lens Technology is part of a broader trend where major A-share companies are seeking dual listings to enhance their financing capabilities and global influence [2][5] Group 2: Lens Technology's Listing Highlights - Lens Technology's IPO is notable for being the first independent sponsorship project in Hong Kong with a market value exceeding HKD 100 billion in nearly two decades [1] - The company achieved a rapid listing process, completing the necessary steps in just 100 days [1] - The financing raised will primarily be used to strengthen Lens Technology's overseas business presence, particularly in Southeast Asia and North America [5][6] Group 3: Industry Trends and Future Outlook - The trend of A-share companies pursuing dual listings in Hong Kong is expected to continue, with many companies recognizing the advantages of accessing international capital markets [8][10] - The phenomenon of higher valuations in Hong Kong compared to A-shares is attributed to increased foreign investment and improved liquidity in the Hong Kong market [11] - There are currently 180 A-share companies in line for H-share listings, indicating a robust pipeline and a shift in asset pricing power towards Hong Kong [12][13]

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-057 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。 特别提示： 蓝思科技股份有限公司 关于控股股东及其一致行动人持股比例被动稀释 超过 1%的公告 | 有限售 | | 0.00 | 0.0000% | 0.00 | 0.0000% | | --- | --- | --- | --- | --- | --- | | 条件股份 | | | | | | | 合计持有股份 | | 334.7879 | 0.0672% | 334.7879 | 0.0638% | | 郑俊 | 其中：无限售 | 83.6970 | 0.0168% | 83.6970 | 0.0160% | | 龙 | 条件股份 | | | | | | 有限售 | | 251.0909 | 0.0504% | 251.0909 | 0.0479% | | 条件股份 | | | | | | | 合计持有股份 | | 309,588.3312 | 62.1317% | 309,588.3312 | 59.0251% | | 其中：无限售 ...

蓝思科技股份有限公司（以下简称"公司"）正在进行发行境外上市外资股 （H 股）股票并在香港联合交易所有限公司（以下简称"香港联交所"）主板挂 牌上市（以下简称"本次境外发行上市"）的相关工作。 经香港联交所批准，公司本次发行的 262,256,800 股 H 股股票（行使超额配 售选择权之前）于 2025 年 7 月 9 日在香港联交所主板挂牌并上市交易。公司 H 股股票中文简称"藍思科技"，英文简称"Lens"，股份代号"6613"。 | 股 | | | | 本次境外发行上市日后 | | | | --- | --- | --- | --- | --- | --- | --- | | 东 | 本次境外发行上市日前 | | 假设超额配售选择权未 | | 假设超额配售选择权悉 | | | 类 | | | 获行使 | | 数行使 | | | 别 | 数量（股） | 占比 | 数量（股） | 占比 | 数量（股） | 占比 | | A | 4,982,772,17 | 100.00% | 4,982,772,17 | 95.00% | 4,982,772,17 | 94.29% | | 股 | 1 | | 1 | | ...