本报讯 （记者袁传玺）天眼查工商信息显示，近日，蓝思智能机器人（长沙）有限公司发生工商变 更，饶桥兵卸任法定代表人、董事长，由周群飞接任，新增蓝思国际（香港）有限公司、长沙锋云企业 管理合伙企业（有限合伙）为股东，同时，注册资本由1亿元增至约1.6亿元。股东信息显示，该公司现 由蓝思科技（300433）及上述新增股东共同持股。 （编辑 张昕） ...

在技术创新层面，蓝思科技持续聚焦前沿材料与工艺研发，始终以技术创新构筑核心竞争力。同时，公 司通过全球化生产布局与精细化管理，不断提升运营效率，为企业持续盈利与价值提升提供了有力保 障。 "金智奖"旨在树立高质量发展标杆，引导上市公司聚焦主业、持续创新、践行社会责任，推动资本向优 质企业集聚。本届评选中，金融界上市公司研究院紧密契合"十五五"规划建议中"提升上市公司质量"的 要求，将高质量发展内核分解为社会责任、实业贡献、投资回报、成长前景、创新效率、杰出品牌六大 维度，以企业财务数据和公开信息为基础建立量化分析模型，最终覆盖A股、港股及中概股超8000家企 业，评选出近200家获奖企业。 此外，蓝思科技积极践行社会责任，在实业贡献与投资者回报方面的持续投入，也成为其斩获该奖项的 重要支撑。未来将继续深耕主业、创新驱动，在巩固核心优势的同时加速新兴业务落地，为股东创造更 稳定的回报，为行业高质量发展贡献更多力量。 "投资价值上市公司"以资本价值与发展潜力为核心评判标准，聚焦财务健康度、行业赛道前景、核心竞 争力、公司治理规范性及可持续发展能力。旨在树立价值投资标杆，推动行业结构优化，引导市场回归 理性投资，构 ...

天眼查工商信息显示，近日，蓝思智能机器人（长沙）有限公司发生工商变更，饶桥兵卸任法定代表 人、董事长，由周群飞接任，新增蓝思国际（香港）有限公司、长沙锋云企业管理合伙企业（有限合 伙）为股东，同时，注册资本由1亿人民币增至约1.6亿人民币，增幅约60%。蓝思智能机器人（长沙） 有限公司成立于2016年7月，经营范围含工业机器人制造、智能机器人的研发、软件开发、工业控制计 算机及系统销售、智能机器人销售、人工智能硬件销售、服务消费机器人制造等。股东信息显示，该公 司现由蓝思科技（300433）及上述新增股东共同持股。 ...

Core Insights - Lens Technology is a leading provider of one-stop precision manufacturing solutions across the entire smart terminal industry chain, covering products such as smartphones, computers, smart cars, and humanoid robots [1] Group 1: Business Segments - In the consumer electronics sector, Lens Technology has strengthened its leading position in the market for glass, ceramics, sapphire, and metal components, achieving rapid market share growth compared to the previous year [2] - In the smart automotive and cockpit segment, the company leverages its vertical integration capabilities and global production layout to deepen its product matrix, with significant growth in core product lines such as central control modules and wireless charging modules [2] - The company has initiated the production line for automotive glass, expected to achieve mass production by the first quarter of next year, with a total annual capacity to match over one million vehicles once all four production lines are operational [2] Group 2: AI Infrastructure Expansion - Lens Technology plans to acquire 100% of PMG International Co., Ltd. to gain a 95.12% stake in Yuan Shi Technology, which holds NVIDIA RVL certification, a critical entry requirement for NVIDIA's core supply chain [3] - This acquisition will enhance the company's capabilities in AI computing hardware solutions, leveraging its precision manufacturing strengths and advanced liquid cooling systems [3] - The company aims to transform into a global AI hardware innovation platform, significantly boosting its competitive edge in the AI computing infrastructure sector [3] Group 3: Future Growth Potential - Analysts predict that Lens Technology will benefit from the development of AI technology, with all business lines expected to experience comprehensive growth [4]

蓝思科技是智能终端全产业链一站式精密制造解决方案提供商，业务涵盖智能手机与电脑、智能汽车与 座舱、智能头显与智能穿戴、人形机器人等产品的结构件、功能模组、整机组装等。公司依托"结构件- 功能模组-整机组装"全链条垂直整合能力，全方位为AI（人工智能）应用终端赋能。 《每日经济新闻》记者注意到，作为业内领先的智能终端全产业链一站式精密制造解决方案提供商，蓝 思科技前瞻布局多个高景气赛道，多板块持续发力为总体业绩贡献增长。 具体来看，消费电子方面，蓝思科技持续巩固在玻璃、陶瓷、蓝宝石及金属等外观件、结构件与功能模 组市场领先地位，完成了多款年度旗舰手机的研发和量产准备，配合头部客户量产了多款新品高端机型 金属中框，市场份额较上年快速增长。 国盛证券分析指出，蓝思科技作为智能终端全产业链一站式精密制造解决方案提供商，一方面具备以结 构件及功能模组核心技术为支撑的产业化能力体系，另一方面具备全产业链垂直整合能力，未来将深度 受益AI技术发展，各条业务线预计全面增长。 另外，蓝思科技还依托精密制造开发能力，与国内外头部具身智能企业的合作都取得实质进展，实现关 节模组、灵巧手、外骨骼设备等核心部件及整机组装的批量交付，规 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300136 | 信维通信 | 50.70 | 13.35% | 174.12万 | | 84.42 Z | | 300115 | 长盈精密 | 40.25 | 8.52% | 136.38万 | | 53.47 Z | | 002947 | 恒铭达 | 56.28 | 8.27% | 27.74万 | | 15.42 乙 | | 301123 | 奕东电子 | 79.16 | 6.97% | - 34.88万 | | 26.48亿 | | 301387 | 光大同创 | 53.00 | 6.13% | 7.14万 | | 3.77亿 | | 300647 | 超频三 | 7.28 | 5.97% | 42.73万 | | 3.07亿 | | 688007 | 光峰科技 | 18.35 | 4.44% | 10.63万 | | 1.92亿 | | 688210 | 统联看留 | 53.90 | 4.44% | 3.83万 | | 2 ...

连日来，A股液冷概念持续火热，吸引市场关注。 "液冷概念的火热源于行业市场需求与长期趋势改善。"巨丰投顾高级投资顾问丁臻宇对《证券日报》记 者表示：行业核心壁垒在于技术与供应链，该赛道未来市场空间广阔。 近年来，数据中心绿色低碳发展迫在眉睫。在AI服务器功耗和芯片功率大幅提升的背景下，液冷方案 凭借更高的散热效率、更低的PUE(电能使用效率)，正逐步成为数据中心节能降耗的主流技术路径。 液冷赛道被视为一场即将被引爆的"散热革命"。有业内人士指出，当前，液冷行业已进入"技术+政策 +需求"三重共振的爆发期。中信证券预测，随着液冷加速渗透叠加技术升级ASP提升，2027年全球液冷 市场空间将达218亿美元。 12月11日，"果链"龙头蓝思科技（300433）股份有限公司发布公告称，拟购买PMGInternationalCo.， LTD.的100%股权，公司借此将快速获得国内外特定客户服务器机柜业务的成熟技术与客户认证，以及 先进的液冷散热系统集成能力。 12月4日，北京中石伟业科技股份有限公司(以下简称"中石科技（300684）")发布公告称，全资子公司 北京中石伟业科技宜兴有限公司拟使用自有资金3570万元增资 ...

Group 1 - CES 2026 will take place from January 6 to 9, 2026, in Las Vegas, featuring industry leaders like Siemens, Caterpillar, AMD, and Lenovo, with AI as a central theme [1] - AI hardware is becoming essential for the implementation of AI technologies, with significant announcements from major companies like OpenAI, Google, Microsoft, Meta, Alibaba, ByteDance, and Baidu [1] - The CES 2026 Innovation Awards highlighted AI products, with 343 winners, including Anker's mobile power banks, Dreame's robotic vacuum, Lenovo's convertible laptops, and Qualcomm, Samsung, AMD chips, and ASUS AI PCs [1] Group 2 - Lens Technology offers a full-stack solution for smart wearable devices, including optical lenses, structural components, functional modules, and complete assembly [2] - Hengxuan Technology's chips are widely used in low-power smart terminals for wearable and smart home applications, focusing on TWS earbuds, smartwatches, and smart glasses [2] - Goer Technology is benefiting from early investments in AI smart glasses and wearable devices, capitalizing on the AI wave [2]

Group 1 - The core viewpoint emphasizes that listed companies in China are not only the main force behind data growth but also serve as a stabilizing factor in the industry ecosystem, focusing on long-term value and comprehensive governance [2] - In 2025, the capital market aims for steady progress and quality improvement amidst multiple risks, enhancing market resilience and risk resistance, leading to reasonable quantitative growth and effective qualitative enhancement [2] - The market's expectations for listed companies have shifted from short-term performance to long-termism and comprehensive value, including governance structure, stable returns, strategic layout in frontier fields, and deep ESG practices [2] Group 2 - The 2025 T-EDGE Global Dialogue, organized by Titanium Media Group, NextFin.AI, and Barron’s China, highlights the importance of recognizing companies that redefine industry boundaries and emphasizes the core logic of "value investment" [3] - The EDGE AWARDS annual list includes categories such as Most Socially Responsible Company, Best Board Secretary, Most Investment Value Company, and Best Investor Relations Management Company, recognizing outstanding performance in governance, investment value, social responsibility, and investor relations [3][4] Group 3 - Aier Eye Hospital is recognized as a leader in ESG practices, integrating ESG into its core business and governance structure, while actively engaging in public welfare projects to enhance national eye health [5] - Betaini Group focuses on creating a skin health ecosystem and incorporates green development into its strategy, promoting biodiversity and sustainable practices [6] - Kweichow Moutai leads the liquor industry with a brand value of 468.718 billion, actively engaging in ecological protection and social responsibility initiatives [7] - JD Group has created significant employment opportunities and is committed to improving living conditions for its delivery personnel, with plans to invest 22 billion in housing projects [8] - Quantitative Group, listed on the Hong Kong Stock Exchange, leverages AI technology to reshape online consumption and has achieved a compound annual growth rate of 44.59% in revenue from 2022 to 2024 [9] - Seres focuses on new energy vehicles and has established a robust ESG governance framework, with significant growth in revenue and sales projected for 2024 [10] - Shui Jing Fang integrates social responsibility into its corporate strategy, setting clear environmental goals and contributing to community development [11] - China Baoan actively engages in social responsibility through its subsidiaries, contributing to community welfare and healthcare improvements [13] Group 4 - The Best Board Secretary category highlights the importance of effective communication between listed companies and the public, emphasizing the role of board secretaries in enhancing corporate governance [14] - Ren Shunying from Anfu Technology is recognized for her expertise in capital operations and corporate governance, significantly contributing to the company's compliance and investor relations [15] - Xia Ping from Jiahe Intelligent is noted for her effective investor relations management and participation in strategic planning [16] - Li Liangyu from Robotech is acknowledged for his role in maintaining corporate governance and enhancing market recognition [17] - Zhang Wenyu from Tianqi Lithium is recognized for his contributions to market value management and investor relations [18] Group 5 - The Most Investment Value Company category identifies companies with clear business models and significant breakthroughs in technology or policy, indicating strong growth potential [19][20] - Orbbec, a leader in 3D vision technology, has achieved over 70% market share in key sectors and continues to lead industry advancements [20] - BYD maintains its position as a global leader in new energy, with significant growth in overseas markets and a strong investment outlook [21] - Cambrian has entered a critical profitability phase, with substantial revenue growth and a strong market position in AI chips [22] - Hanlan Environment focuses on environmental services and has achieved consistent profit growth, attracting long-term investors [23] - Geely Auto has demonstrated strong financial performance and strategic integration, positioning itself for sustained growth [24] - Kanghong Pharmaceutical emphasizes innovation in drug development and has shown robust revenue growth, indicating long-term investment value [25] - Lens Technology maintains a strong market position with solid cash flow and growth potential in the automotive and consumer electronics sectors [26]

Core Insights - The total margin financing balance of the ChiNext market reached 548.40 billion yuan as of December 23, 2025, marking an increase of 38.22 billion yuan from the previous trading day, with a cumulative increase of 122.43 billion yuan over five consecutive trading days [1][2] Financing Balance Changes - The margin financing balance increased for 483 stocks, with 36 stocks experiencing an increase of over 20%. The stock with the highest increase was Kema Technology, with a financing balance of 933 million yuan, reflecting a growth of 109.52% [2][3] - Conversely, 466 stocks saw a decrease in financing balance, with 33 stocks declining by more than 10%. The largest decrease was observed in Aike Co., with a financing balance of 165 million yuan, down by 23.30% [2][3] Notable Stocks with Significant Changes - Kema Technology (301611) had a financing balance of 933.97 million yuan, increasing by 109.52% [3] - Yidong Electronics (301123) and Jinzong Co. (301133) also saw significant increases of 102.02% and 73.74%, respectively [3] - Aike Co. (301448) and Kaichuang Electric (301193) experienced the largest declines, with decreases of 23.30% and 20.59%, respectively [3] Market Performance - Stocks with financing balance increases of over 20% averaged a rise of 15.04%, outperforming the ChiNext index. Notable gainers included Yidong Electronics (up 64.92%) and Kaige Precision Machinery (up 47.76%) [5] - The largest increase in financing balance by amount was seen in Zhongji Xuchuang, with a balance of 21.39 billion yuan, increasing by 1.87 billion yuan [5][6] - Other significant increases were recorded for Tianfu Communication (6.22 billion yuan), Yangguang Electric (14.51 billion yuan), and Xinyi Sheng (21.18 billion yuan) [5][6]