导 语：智能手机市场逐渐趋于饱和，竞争加剧，公司需要不断推出创新产品和解决方案来维持 增长。 据蓝思科技在港交所递交的招股书内容，此次公司拟在香港联合交易所主板上市，独家保荐人为中 信证券 。此次发行股份的具体数量、融资规模等细节暂未完全确定，不过从招股书透露的信息来 看，此次上市意义重大，有望为公司的发展注入新的活力。 从财务状况来看，公司在业绩记录期内表现亮眼。2022 年、2023 年及 2024 年，公司分别录得收入 人民币 466.99 亿元、人民币 544.91 亿元及人民币 698.97 亿元，2023 年及 2024 年分别同比增长 16.7% 及 28.3%。 蓝思科技的主营业务是提供智能终端全产业链一站式精密制造解决方案，涵盖消费电子、智能汽车 以及新兴智能终端等领域。 在消费电子板块，公司为智能手机、电脑、智能穿戴设备等提供防护玻璃、金属中框、触控显示模 组等产品，是全球首款智能手机防护玻璃核心供应商，在全球消费电子精密结构件及模组综合解决 方案行业中排名领先。 在智能汽车领域，围绕智能驾驶舱研发及生产多样化产品，如中控屏、仪表盘等车载电子玻璃及组 件，还是全球首款高端智能汽车中控屏交互 ...

4月，消费电子玻璃巨头蓝思科技向港交所递交招股书，正式启动港股IPO计划。这家"果链明星"再次被舆论推向风口浪尖。从打工妹逆袭女首 富的励志传奇，到苹果产业链上最耀眼的玻璃盖板供应商，周群飞掌舵的蓝思科技曾以超50%的苹果营收依存度筑起千亿帝国神话。 如今，距离蓝思科技2015年登陆A股市场、成就"中国女首富"的传奇故事整整过去10年，蓝思科技仍未解决掉苹果依赖症，面对众说纷纭的"重 复融资"质疑，蓝思科技此次融资的必要性再次受到市场的审视。 与此同时，公司还存在研发投入过低、净利润增速不及预期等种种隐忧。蓝思科技能否借力AI实现多元化发展，并在全球竞争中保持领先地 位，成为当前最为紧迫的任务之一。未来的路如何走下去，蓝思科技需要给出更加明确的答案。 01 净利润一度腰斩，研发投入过低 提到蓝思科技，不得不讲一讲它的创始人周群飞女士。1985年，年轻的周群飞南下深圳，在澳亚光学工厂从事切割玻璃的工作。尽管环境艰 苦，她却从未停止学习，利用业余时间自学丝网印刷技术和会计知识，为日后创业打下了坚实的基础。 1993年，周群飞用自己积攒的2万元人民币创办了一家小型玻璃加工厂，主要生产手表玻璃，这家工厂就是蓝思科技的 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-037 蓝思科技股份有限公司 关于回购股份事项前十名股东和 前十名无限售条件股东持股情况的公告 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。 蓝思科技股份有限公司（以下简称"公司"）于2025年4月7日召开第五届董 事会第四次会议，审议通过了《关于回购公司股份方案的议案》及《关于授权管 理层办理本次股份回购具体事宜的议案》，具体内容详见公司于2025年4月8日在 巨潮资讯网（http://www.cninfo.com.cn）等符合中国证监会规定条件的媒体上发 布的《关于回购公司股份方案的公告》。 根据《深圳证券交易所上市公司自律监管指引第9号——回购股份（2023年 修订）》的规定，现将公司第五届董事会第四次会议决议公告的前一个交易日（即 2025年4月7日）登记在册的前十名股东和前十名无限售条件股东情况公告如下： | 序号 | 股东名称 | 持有股份总数量 | 占总股本比 | | --- | --- | --- | --- | | | | （股） | 例 | | 1 | 蓝思科技（香港）有 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-038 蓝思科技股份有限公司（以下简称"公司"）《2024 年年度报告》全文及其 摘要已于 2025 年 3 月 28 日刊登在符合中国证券监督管理委员会规定条件的媒体 巨潮资讯网（http://www.cninfo.com.cn）。 为让广大投资者进一步了解公司 2024 年度经营情况，公司定于 2025 年 4 月 17 日（星期四）15:00～17:00 通过全景网举行公司 2024 年度业绩网上说明会。 本次说明会将采用网络远程的方式举行，投资者可登录全景网"投资者关系互动 平台"（http://rs.p5w.net）参与互动交流。 出席本次说明会的人员有：董事长兼总经理周群飞女士、独立董事万炜女士、 董事会秘书江南先生、财务总监刘曙光先生。 欢迎广大投资者积极参与。 特此公告。 蓝思科技股份有限公司董事会 二○二五年四月十六日 1/1 蓝思科技股份有限公司 关于举行 2024 年度业绩网上说明会的公告 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。 ...

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [5]. Core Views - The humanoid robot sector is rapidly advancing, with Tesla's humanoid robot aiming for mass production of 5,000 units by 2025. Domestic companies like Yushutech and ZhiYuan Robotics are also innovating quickly, focusing on key components such as reducers and sensors [3][4]. - AI infrastructure is experiencing growth driven by demand for data centers, benefiting companies involved in cooling systems [4]. - The low-altitude economy is progressing with infrastructure initiatives, aiming to create a unified air traffic management network [4]. Industry Dynamics - Humanoid Robots: Recent demonstrations include the release of a dexterous hand technology by Xingdong Era and a boxing video by Yushutech [1][18]. - Smart Welding: The application of pipeline welding robots by China National Petroleum has achieved scale [20]. - Low-altitude Economy: New companies and initiatives are being established to support the development of low-altitude economic infrastructure [21][26]. Company Dynamics - Yushutech and Chang'an Automobile signed a strategic cooperation agreement to collaborate on robotics technology [31]. - ZhiYuan Robotics participated in a roundtable discussion on economic trends [22]. - A joint venture was established between Junpu Intelligent and ZhiYuan Robotics to focus on humanoid robots [29]. Event Outlook - A humanoid robot half-marathon is scheduled to take place in Beijing on April 19, 2025, featuring humanoid robots competing alongside human participants [37]. Key Company Profit Forecasts and Investment Ratings - Companies such as Lide Harmony, Mingzhi Electric, and Huichuan Technology are rated as "Outperform" with various earnings per share (EPS) forecasts for 2023 and 2024 [9].

A股复盘 | 电风扇行情 / 2025.04.14 听说今天又是那种"周末狠狠学习但是周一猛亏"的行情？ 听说今天又是那种"好多概念发酵但是收盘被套"的行情？ 今天a股热点轮动: 果链 AI 眼睛 内外贸一体化 体育 核聚变 电力 锦 CIPS 三胎 东盟铁路, 摩托车, 海南, 汽 车,必选消费,910C,中概回 流, 互金 ..... 但凡抓住一个 你收盘就套佳晨 Datayes 今日A股 我看大家都在为到底豁没豁免中国而吵架，没什么好吵架的， 此前对等关税政策 已经豁免了被单独征收关税的行业，比如汽车、钢铝等，因此结合特朗普的增税 计划，之后很可能会针对半导体、芯片等行业额外加征关税。 当然特朗普也这么预告了，无论是Truth Social，还是对记者，他都是这么表态 的！ 美国商务部长霍华德·鲁特尼克周日在接受ABC《本周》节目采访时表示，智能 手机、计算机及部分其他电子产品将适用单独的关税，这些关税可能会在大约一 个月后实施。 虽然我们一直调侃特朗普像个舔狗一样在等我们的电话，事实上双方的态度都很 强硬，离谈判还有好长一段时间呢！ 做好心理准备！ 今天这个出口数据大超我的预期，一开始海关总署开发布会 ...

Core Viewpoint - The recent exemption of certain electronic products from "reciprocal tariffs" by the U.S. government is expected to benefit the Apple supply chain and related companies in the A-share market, leading to a potential recovery in stock valuations [4][5]. Summary by Sections Market Performance - The A-share Apple supply chain index saw an increase of over 4% in early trading, later settling at a 1.61% gain [2]. - Individual stocks such as ChaoYang Technology surged by 9.99%, while major players like GoerTek, Luxshare Precision, and Lens Technology initially rose but later experienced pullbacks [3]. Tariff Exemption Impact - The U.S. government announced exemptions for smartphones, laptops, and chips from reciprocal tariffs, which includes brands like Apple and Samsung [4]. - Analysts believe that the previous significant declines in Apple supply chain stocks may present a recovery opportunity due to the tariff exemption [5]. Supply Chain Dynamics - Apple has been preparing inventory for the U.S. market since the Lunar New Year, resulting in over two months of stock, which may mitigate the impact of tariffs on sales in Q2 2025 [6]. - The transition period between old and new iPhone models may see a more pronounced decline in shipments due to preemptive stockpiling [6]. - Apple suppliers have indicated that they do not bear the cost of tariffs, and many have shifted production to Southeast Asia, establishing a robust supply chain to meet U.S. export demands [6]. Long-term Outlook - The overall supply chain structure for Apple in China is expected to remain unchanged in the short term, despite the recent tariff developments [7].

A股消费电子板块多数高开，朝阳科技涨停，歌尔股份涨超6%，立讯精密涨超5%，星星科技、蓝思科 技等跟涨。 ...

摘要/ 交出筹码后 周末最火的消息应该是手机等商品的关税豁免！ 美国海关与边境保护局（CBP）于周五深夜更新了关于特朗普总统根据总统令 14257号及其修正案（EO 14259）实施的互惠关税中的商品排除指南。 此次豁 免范围涵盖大量电子产品，包括智能手机、笔记本电脑及相关组件。 随后白宫发布声明，自2025年4月5日东部夏令时间凌晨12:01起，依据总统令 14257号及其后续命令，对被豁免的进口商品（即被归类为"半导体"的商品）所 征收的关税，将依据CBP退税标准程序予以退还。 从两种口径大致估算下，豁免产品规模约在1000亿美元左右。 | | 本轮清单豁免产品出口规模测算 | | | | | --- | --- | --- | --- | --- | | 代码 | 产品 | 2024对美出口金 | 占中国对美出 | 占中国 | | | | 额(亿美元) | ロ比重(%) | 比重 | | 8471 | 自动数据处理设备(如计算机、服务器) | 412.2 | 7.9 | | | 8473.30 | 打印设备零件及附件 | 44.4 | 0.8 | | | 8486 | 半导体制造设备零件(如晶圆传输装置 ...

Summary of Key Points Core Viewpoint The news highlights the recent activities in the IPO market, including new listings, applications for IPOs, and financial data of companies preparing for public offerings. It emphasizes the performance of newly listed companies and their market potential. Group 1: New Listings - Shanghai Stock Exchange had no new listings, while Shenzhen Stock Exchange's ChiNext saw one company, Shihang New Energy, listed on April 2, with a first-day increase of 244.49% and a market value of approximately 12.4 billion yuan [3][4]. - Jiangsu Hongxin was listed on the Hong Kong Stock Exchange on March 31, with a closing price of 2.51 HKD per share, a slight increase from its issue price of 2.50 HKD, resulting in a market value of about 540 million HKD [10][34]. Group 2: IPO Applications - No companies submitted IPO applications on the Shanghai or Shenzhen stock exchanges during the period [6]. - Seven companies submitted IPO applications on the Hong Kong Stock Exchange, including: - Lens Technology, a leading provider of precision manufacturing solutions for smart terminals [16]. - Jiaxin International, focused on tungsten mining in Kazakhstan, with significant resources and production capabilities [20][21]. - Shangdingxin, a fabless power semiconductor supplier [24][25]. - Wenda Technology, providing smart city solutions and property services [26][28]. - Dongpeng Beverage, a leading functional beverage company in China, with a market share increase from 15.0% in 2021 to 26.3% in 2024 [31]. - Lalamove, a logistics platform with a significant market share in China [35][36]. - Xin Hehua, a major supplier of traditional Chinese medicine products [38][39]. Group 3: Financial Data - Shihang New Energy reported a revenue increase of 154.15% from its issue price [3]. - Lens Technology projected revenues of 46.6 billion yuan, 54.3 billion yuan, and 69.8 billion yuan for 2022, 2023, and 2024, respectively, with net profits increasing by 20.72% and 20.88% in 2023 and 2024 [18]. - Jiaxin International has not generated revenue yet, with projected net losses of 94.45 million HKD, 80.13 million HKD, and 177 million HKD for 2022, 2023, and 2024 [22]. - Dongpeng Beverage's revenues are expected to grow from 8.5 billion yuan in 2022 to 15.8 billion yuan in 2024, with net profits increasing significantly [32]. - Lalamove's revenues are projected to rise from 1.036 billion USD in 2022 to 1.593 billion USD in 2024, with adjusted net profits turning positive in 2024 [36].