Group 1: Market Performance - The Hang Seng Index rose by 1.41%, gaining 373 points to close at 26,812 points, while the Hang Seng Tech Index increased by 3.49% [1] - The early trading volume in Hong Kong stocks reached HKD 192.4 billion [1] Group 2: Company Highlights - Baidu Group-SW (09888) surged by 15.9%, leading the gains among Hang Seng Tech Index constituents [1] - Alibaba-W (09988) saw a rise of 5% [1] - NIO-SW (09866) increased by over 8%, reaching a nearly one-year high ahead of the new ES8 launch [2] - China Tobacco Hong Kong (06055) rose by over 7%, setting a new high after signing exclusive agency agreements for global markets [3] - Shandong High-Speed Holdings (00412) jumped by 14% following the announcement of a USD 100 million stock buyback plan [4] - Lens Technology (300433) (06613) increased by 6.8% due to strong pre-order demand for iPhone 17 [5] - China Education Holdings (00839) surged over 16% as private higher education sector shows signs of significant valuation recovery [6] - Youzan (08083) rose over 14% as the company explores the possibility of transferring to the main board for listing [6] Group 3: Industry Insights - The AI large model security assessment results indicate that major products from Tencent, Baidu, Alibaba, and others have shown fewer vulnerabilities, reflecting a high level of security [1] - Contemporary Amperex Technology Co., Ltd. (300750) (03750) saw its stock price exceed HKD 500, reaching a new high since its listing, while the CEO pointed out five major challenges in the energy storage industry [1]

Company Overview - Lens Technology Co., Ltd. is primarily engaged in the research, production, and sales of protective panels for electronic products, with a focus on mobile phone protective screens [1] - The company was established on December 21, 2006, and went public on March 18, 2015 [1] - Main business revenue composition includes: 82.48% from smartphones and computers, 9.60% from smart automotive and cockpit, 5.00% from smart headsets and wearables, 1.82% from other business, and 1.10% from other smart terminals [1] Stock Performance - On September 17, Lens Technology's stock rose by 5.15%, reaching a price of 31.86 CNY per share, with a trading volume of 2.874 billion CNY and a turnover rate of 1.87% [1] - The total market capitalization of the company is 168.36 billion CNY [1] Fund Holdings - Dongzheng Asset Management has a fund that heavily invests in Lens Technology, specifically the Oriental Red Rui Feng Mixed Fund (169101), which increased its holdings by 507,200 shares in the second quarter [2] - The fund now holds 3.9682 million shares, accounting for 5.05% of its net asset value, making it the fourth-largest holding [2] - The fund has achieved a year-to-date return of 69.2% and a one-year return of 85.36% [2]

Group 1 - A total of 395 foreign institutions have participated in A-share listed company research since the beginning of the second half of the year, with a cumulative research count of 1,782 times as of September 16 [1] - Point72 has conducted the most research, with 59 instances, while Goldman Sachs, Bank of America Securities, and Citigroup have each exceeded 40 research instances [1] Group 2 - Key sectors attracting foreign institutional attention include industrial machinery, electrical equipment, electronic instruments, and medical care equipment [3] - Companies such as Estun, Huaming Equipment, Opto, Tianfu Communication, Lens Technology, United Imaging, Mindray, and BeiGene have received research from over 50 foreign institutions [3] - Estun's recent investor relations activity indicates that foreign institutions like Merrill Lynch, Citigroup, Morgan Stanley, BNP Paribas, Deutsche Bank, and Point72 are focused on the demand situation in downstream industries, with Estun expecting continued growth in automotive, electronics, and lithium battery sectors [3] - United Imaging has reported that its AI-driven smart operation system has significantly improved efficiency and reduced costs, supporting its long-term development in the global medical imaging industry [3] - Many foreign institutions believe that the A-share market currently offers rich investment opportunities, particularly in the technology and pharmaceutical sectors [3] - Morgan Stanley recently highlighted areas to watch in the A-share market, including AI computing and applications, innovative drugs, new energy (benefiting from policy adjustments), semiconductors, new consumption, resource products, and high-end manufacturing [3]

中国 深圳 福田区 益田路6001号 太平金融大厦11、12楼 邮政编码：518038 11/F、12/F., TAIPING FINANCE TOWER, NO.6001 YITIAN ROAD, SHENZHEN, P.R. CHINA 电话（Tel.）：（86-755) 88265288 传真（Fax.）：（86-755）88265537 网站（Website）：https://www.sundiallawfirm.com 广东信达律师事务所 根据《中华人民共和国公司法》（下称"《公司法》"）、《上市公司股东会 规则》（下称"《规则》"）等法律、法规以及现行有效的《蓝思科技股份有限公 司章程》（下称"《公司章程》"）的规定，广东信达律师事务所（下称"信达"） 接受贵公司的委托，指派律师（下称"信达律师"）出席贵公司 2025 年第三次临 时股东会（下称"本次股东会"），在进行必要验证工作的基础上，对贵公司本次 股东会的召集、召开程序、出席会议人员和召集人资格、表决程序和结果等事项 发表见证意见。 信达律师依据《中华人民共和国证券法》《律师事务所从事证券法律业务管 理办法》《律师事务所证券法律业务执业规则 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-070 蓝思科技股份有限公司 | 股 H | 1 | 87,800,822 | 1.6692% | 0 | 0 | 0.0000% | 1 | 87,800,822 | 1.6692% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 合 计 | 16 | 3,190,034,509 | 60.6463% | 1,210 | 247,191,931 | 4.6994% | 1,226 | 3,437,226,440 | 65.3457% | 2025 年第三次临时股东会决议公告 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： 1、本次股东会未出现否决议案的情形； 2、本次股东会不涉及变更前次股东会决议。 一、会议召开和出席情况 蓝思科技股份有限公司（以下简称"公司"）2025 年第三次临时股东会现 场会议于 2025 年 9 月 16 日下午 14:30，在长沙县黄花镇漓湘东路 319 号蓝思科 技办 ...

Group 1 - NIO's new flagship SUV model ES8 features an innovative pressure-sensitive car emblem button design, allowing users to open the front trunk by lightly pressing the emblem or tapping the front cover [1] - The pressure-sensitive car emblem technology is provided by GoerTek, utilizing a piezoelectric ceramic system that integrates 14 layers of ultra-thin piezoelectric ceramic sheets to accurately detect pressure and provide mechanical feedback [2] - The technology operates based on the "direct piezoelectric effect" and "inverse piezoelectric effect," enabling a rapid response time in milliseconds for user interactions [2] Group 2 - GoerTek has also developed a "Lingxi Island" central control interactive product for NIO, which supports multimedia control and reflects a trend towards reducing physical buttons in automotive interior design [4] - The integration of haptic feedback smart surfaces is expected to become a new trend in automotive interiors, with potential applications in door panels, steering wheels, and central consoles [4] - GoerTek is expanding its presence in the automotive electronics sector, providing comprehensive solutions from components to systems, focusing on enhancing the intelligence of future mobility experiences [6]

Core Viewpoint - The 17th Xiang-Tai Economic and Cultural Exchange Cooperation Conference has opened in Changsha, with 42 cooperation projects signed, totaling an investment of 9.203 billion RMB, covering various sectors such as intelligent manufacturing, cultural tourism, modern agriculture, and electronic information, aiming to promote deep integration between Hunan and Taiwan [1] Group 1 - The conference has been held 16 times since 2005, playing a significant role in promoting economic cooperation and enhancing emotional ties between Hunan and Taiwan [1] - This year's theme is "Sharing New Opportunities, Integrating Towards the Future," which aims to deepen exchanges and cooperation in economic, cultural, technological, and youth sectors between Hunan and Taiwan [1] - The event featured the debut of the self-developed robot "Xiao Lan" by Lens Technology, showcasing the deep integration of technology and culture [1] Group 2 - Former Chairman of the Kuomintang, Hong Xiuzhu, emphasized that "sharing" means mutual benefit and bringing resources, experiences, and opportunities to more people, while "integration" signifies connecting hearts and cultures to create greater value [1] - The conference includes a main event and four thematic activities focusing on high-quality tourism development, AI-enabled innovation and entrepreneurship, agricultural cultural exchange, and the integration of young entrepreneurs [1] - The initiatives aim to promote agricultural technology and cultural exchanges, share tourism resources, and develop collaborative industrial chains, supporting innovation and entrepreneurship among the youth from both sides [1]

Core Viewpoint - The stock of Lens Technology has experienced fluctuations, with a recent decline of 2.01% on September 16, 2023, while the company has shown a year-to-date increase of 38.41% in stock price [1]. Company Overview - Lens Technology, established on December 21, 2006, and listed on March 18, 2015, is based in Hunan Province, China. The company specializes in the research, production, and sales of protective panels for electronic products, primarily focusing on smartphone protective screens [2]. - The company's revenue composition includes 82.48% from smartphones and computers, 9.60% from smart automotive and cockpit, 5.00% from smart headsets and wearables, 1.82% from other business, and 1.10% from other smart terminals [2]. Financial Performance - For the first half of 2025, Lens Technology reported a revenue of 32.96 billion yuan, reflecting a year-on-year growth of 14.18%. The net profit attributable to shareholders was 1.14 billion yuan, marking a 32.68% increase compared to the previous year [2]. - The company has distributed a total of 9.465 billion yuan in dividends since its A-share listing, with 4.452 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Lens Technology reached 147,800, an increase of 15.38% from the previous period. The average number of circulating shares per person decreased by 13.32% to 33,595 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 114 million shares, and several ETFs, with notable changes in their holdings [3].

Group 1 - Companies listed for dividend distribution include Minghui International, Lens Technology, and Caike New Energy [1] - New IPO activities include Jinfang Pharmaceutical-B and Hesai-W, while Saint Martin International and Nanshun (Hong Kong) are scheduled for earnings announcements [2] - Companies such as Dongrui Pharmaceutical, Miniso, and Li Ning are set for dividend distribution, with Hong Kong Exchanges also participating [3] Group 2 - China New Town and Kalian International Hotel are among the companies scheduled for dividend distribution, while Tiande Real Estate and Asia Comm Hold are listed for ex-dividend [4] - Huatai Ruilin is noted for a capital increase with an ex-rights date [4]

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-069 蓝思科技股份有限公司 特此公告。 蓝思科技股份有限公司董事会 二○二五年九月十六日 1/1 关于参加2025年湖南辖区上市公司投资者 网上集体接待日暨半年度业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，蓝思科技股份有限公司（以下简称"公 司"）将参加由中国证券监督管理委员会湖南监管局、湖南省上市公司协会及深 圳市全景网络有限公司联合举办的"资本聚三湘 楚光耀新程——2025年湖南辖 区上市公司投资者网上集体接待日暨半年度业绩说明会"活动，现将相关事项公 告如下： 本次活动将采取网络远程的方式举行，投资者可以登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP，参 与本次互动交流，活动时间为2025年9月19日（周五）14:00—17:00。届时公司高 管将在线就公司2024年至2025半年度业绩、公司治理、发展战略、经营状况、股 权激励和可持续发展等投资者关心的问题，与投 ...