Group 1 - The Tonghuashun Fruit Index concept rose by 4.97%, ranking third among concept sectors, with 20 stocks increasing in value, including Industrial Fulian, which hit the daily limit, and other notable gainers such as GoerTek and Lens Technology, which rose by 9.69%, 8.86%, and 7.50% respectively [1][2] - The main capital inflow into the Tonghuashun Fruit Index concept sector was 2.097 billion yuan, with 14 stocks receiving net inflows, and 7 stocks seeing inflows exceeding 50 million yuan. Industrial Fulian led with a net inflow of 843 million yuan, followed by GoerTek, Luxshare Precision, and Dongshan Precision with net inflows of 639 million yuan, 344 million yuan, and 144 million yuan respectively [2][3] - The net inflow ratios for Industrial Fulian, GoerTek, and Zhuhai Guanyu were the highest at 18.61%, 11.09%, and 10.39% respectively [3][4] Group 2 - The top-performing concept sectors today included Dairy with a rise of 6.28%, and Childcare Services with an increase of 5.22%, while the Tonghuashun Fruit Index was at 4.97% [2] - The trading volume and turnover rates for key stocks in the Tonghuashun Fruit Index were significant, with Industrial Fulian showing a turnover rate of 1.28% and GoerTek at 9.12% [3][4]

Group 1 - The consumer electronics sector is experiencing a significant rise, with companies such as Luxshare Precision (002475), Chaoyang Technology (002981), Longyang Electronics (301389), and Huaqin Technology (603296) hitting the daily limit up [1] - Other companies like Lens Technology (300433), Anker Innovation (300866), and Fuliwang have seen their stock prices increase by over 10% [1] - There is a notable influx of dark pool capital into these stocks, indicating strong investor interest [1]

A股苹果概念股走强，蓝思科技涨13%，立讯精密涨停，歌尔股份、鹏鼎控股、东山精密、工业富联等 多股涨超9%。 ...

Core Viewpoint - The company, Lens Technology, is pursuing a secondary listing amid escalating trade tensions, particularly with the U.S., which has raised concerns about supply chain costs and the overall outlook for the consumer electronics industry [1][9]. Group 1: Company Overview - Lens Technology, established in 1993 and listed on the Shenzhen Stock Exchange in 2015, is a leader in the global consumer electronics precision structural components and modules industry, as well as in the smart automotive interaction systems sector [1][2]. - The company has achieved vertical integration across the entire supply chain, from raw materials to assembly, and has established long-term strategic partnerships with leading global brands [2][3]. Group 2: Financial Performance - Revenue projections for Lens Technology from 2022 to 2024 are approximately 466.99 billion, 544.91 billion, and 698.97 billion yuan, with year-on-year growth rates of 16.7% and 28.3% for the latter two years [3]. - Net profit is expected to grow from 25.20 billion yuan in 2022 to 36.77 billion yuan in 2024, with growth rates of 20.7% and 20.9% [3]. - Despite revenue growth, the company's gross profit margin is declining, with gross profits of 85.47 billion, 84.92 billion, and 101.83 billion yuan from 2022 to 2024, while gross margins decrease from 18.3% to 14.6% [3][4]. Group 3: Business Segments - The primary business segment, smartphones and computers, is projected to generate 577.54 billion yuan in revenue in 2024, but with a slight decline in gross margin to 13.8% [4][5]. - The smart automotive segment is expected to see revenue growth of 18.73% to 59.35 billion yuan in 2024, but its gross margin is projected to drop to 8.7% [5]. - The smart wearables segment, while showing a gross margin increase to 18.2%, contributes less significantly to overall performance due to its smaller revenue share [5]. Group 4: Challenges and Risks - The company faces a significant dependency on major clients, particularly Apple, which accounted for 71.0%, 57.8%, and 49.5% of total revenue from 2022 to 2024 [7]. - High debt levels are a concern, with total liabilities reaching 321.70 billion yuan against total assets of 810.10 billion yuan, indicating potential liquidity risks [8]. - The company plans to raise 10-15 billion USD through its IPO, but there are concerns regarding the efficiency of previous fundraising efforts and the impact on future financial stability [8][9].

受全球贸易冲突升级影响，A股市场发生调整。官方发出积极信号，4月7日至8日，"国家队"相继出 手，中央汇金、中国诚通、中国国新、中国电科等宣布增持A股，坚决维护资本市场平稳运行。 上市公司也在行动。仅仅2日，沪深两市密集发布回购增持计划，公司数量达140家，新增回购增持金额 下限为279.69亿元，上限达到502.8亿元。 其中，不乏龙头公司，京东方A、宁德时代（300750）、蓝思科技（300433）、美的集团（000333）、 立讯精密（002475）等纷纷拿出真金白银稳定投资者信心。 具体来看，4月7日晚间到4月8日晚间，沪市累计披露新增回购计划32家，涉及金额51.85亿元~97.70亿 元；发布增持计划的公司33家，涉及金额116.14亿元~216.50亿元。 深市方面，4月7日晚间，有24家公司发布回购增持公告，拟回购金额40.65至81.10亿元；拟增持金额 0.60至1.20亿元。4月8日，51家公司接力发布回购增持计划，拟回购金额59.45亿元~84.3亿元，拟增持 金额11亿元~22亿元。 面板龙头京东方A（000725.SZ）8日发布公告，基于对公司价值的高度认可，为维护广大投资者利益， ...

Investment Rating - The report maintains a "Buy" rating for the company [5][4] Core Views - The company's share buyback plan, amounting to 500-1,000 million RMB, reflects confidence in its business resilience amid tariff impacts [2][1] - The company is strategically positioned in high-growth sectors such as AI glasses, robotics, and foldable screens, indicating substantial long-term growth potential [3][4] Financial Data and Projections - Revenue projections for the company are as follows: - 2023: 54,490.73 million RMB - 2024: 69,896.78 million RMB (growth rate: 16.69%) - 2025E: 91,808.76 million RMB (growth rate: 28.27%) - 2026E: 112,855.95 million RMB (growth rate: 31.35%) - 2027E: 135,427.14 million RMB (growth rate: 22.93%) [4][10] - Net profit attributable to the parent company is projected as: - 2023: 3,021.34 million RMB - 2024: 3,623.90 million RMB (growth rate: 23.42%) - 2025E: 5,528.44 million RMB (growth rate: 52.55%) - 2026E: 7,172.13 million RMB (growth rate: 29.73%) - 2027E: 8,998.30 million RMB (growth rate: 25.46%) [4][10] - Earnings per share (EPS) forecast: - 2023: 0.61 RMB - 2024: 0.73 RMB - 2025E: 1.11 RMB - 2026E: 1.44 RMB - 2027E: 1.81 RMB [4][10] Business Strategy and Market Position - The company has diversified its revenue sources, with domestic sales reaching 28.9 billion RMB in 2024, a 64% increase year-on-year, and domestic revenue now accounting for 42% of total revenue [9] - The company is enhancing its capabilities in assembly and has positioned itself as a comprehensive service provider in the robotics sector, leveraging its strengths in materials research and precision assembly [9] - The company is actively involved in the development of AI glasses, robotics, and foldable screen technologies, indicating a robust pipeline of innovative products [9]

Investment Rating - The investment rating for the company is "Buy" with a maintained rating for the next six months [5][16]. Core Views - The company's share buyback plan, amounting to 500 million to 1 billion RMB, reflects confidence in its business resilience amid tariff impacts [1][2]. - The company is strategically positioned in high-growth sectors such as AI glasses, robotics, and foldable screens, indicating substantial long-term growth potential [3][4]. Financial Data and Projections - Revenue projections for the company are as follows: - 2023: 54.49 billion RMB - 2024: 69.90 billion RMB (growth rate of 16.69%) - 2025: 91.81 billion RMB (growth rate of 28.27%) - 2026: 112.86 billion RMB (growth rate of 31.35%) - 2027: 135.43 billion RMB (growth rate of 22.93%) [4][10]. - The projected net profit attributable to the parent company is: - 2023: 3.02 billion RMB - 2024: 3.62 billion RMB (growth rate of 23.42%) - 2025: 5.53 billion RMB (growth rate of 52.55%) - 2026: 7.17 billion RMB (growth rate of 29.73%) - 2027: 8.99 billion RMB (growth rate of 25.46%) [4][10]. - The company’s earnings per share (EPS) are projected to increase from 0.61 RMB in 2023 to 1.81 RMB in 2027 [4][10]. Business Strategy and Market Position - The company has diversified its revenue streams, with domestic sales expected to reach 28.9 billion RMB in 2024, a 64% year-on-year increase, indicating a more balanced customer structure [9]. - The company is enhancing its capabilities in assembly and electronic systems, positioning itself as a one-stop service provider in the robotics sector [9]. - The company is actively involved in the development of AI glasses, robotics, and foldable screen technologies, which are expected to drive future growth [9].

作 者丨 见习记者李益文 编 辑丨陈思颖 尹华禄 黎雨桐 4月8日下午，据央视新闻消息，国务院国资委8日表示， 将全力支持推动中央企业及其控股上市公司主动作为，不断加大增持回购力度，切实 维护全体股东权益，持续巩固市场对上市公司的信心，努力提升公司价值，充分彰显央企责任担当。 同时，加大对央企市值管理工作的指导， 引导中央企业持续为投资者打造负责任、有实绩、可持续、守规矩的价值投资优质标的，为促进资本市场健康稳定发展作出贡献。 此前，A股市场回购与增持热潮已持续升温。截至8日1 3时3 0分左右， 当日已有近3 0家公司宣布加入股票增持回购行列，涉及金额最高超3 0 0 亿元。 继宁德时代（3 0 0 7 5 0 .SZ）、中国核电（6 0 1 9 8 5 .SH）之后，贵州茅台( 6 0 0 5 1 9 .SH)、招商蛇口( 0 0 1 9 7 9 .SZ)、荣盛石化（0 0 2 4 9 3 .SZ）等一 众龙头企业也相继公布了新一轮回购及增持计划。据Wi n d数据不完全统计，从4月7日盘后到截至目前，总共有7 0余家公司发布了回购公告， 2 0余家公司发布了增持公告。与此同时，"国家队"也同步表态加码， ...

国泰君安公告，公司董事长朱健于2025年4月7日提议，公司通过集中竞价交易方式回购部分公司A股股 份，回购股份将用于维护公司价值及股东权益。回购股份种类为人民币普通股(A股)股票，价格上限不 高于董事会审议通过回购股份方案决议前30个交易日公司股票交易均价的150%，资金总额为10亿元-20 亿元，资金来源为公司自有资金，回购期限为自董事会审议通过方案之日起3个月内。 东方证券：拟以2.5亿元-5亿元回购股份 A股市场剧烈波动关键时刻，上市公司回购潮再起！据不完全统计，从昨日收盘到今晨，A股超20家上 市公司发布回购计划或提速回购计划。 "招商系"7家上市公司：坚定信心提速回购 招商局集团旗下7家上市公司招商蛇口（001979）、招商港口（001872）、招商轮船（601872）、招商 公路（001965）、中国外运（601598）、辽港股份（601880）、招商积余（001914），4月8日盘前集体 发布公告，基于对公司未来发展前景的坚定信心及内在价值的高度认可，计划提速实施股份回购计划， 切实维护上市公司全体股东权益，持续巩固市场对上市公司的信心，提升上市公司投资价值。 国泰君安：董事长提议以10亿元-2 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-035 蓝思科技股份有限公司 第五届董事会第四次会议决议公告 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。 蓝思科技股份有限公司（以下简称"公司"）第五届董事会第四次会议于 2025 年 4 月 7 日（星期一）23:30，以通讯表决的方式召开。本次会议的会议通知已 于 2025 年 4 月 7 日 18:00 以专人送达或电子邮件等方式送达全体董事。会议由 董事长周群飞女士主持，应出席董事 7 名，实际出席董事 7 名，公司全体监事和 高级管理人员列席了会议。本次会议的召集、召开和表决程序符合《中华人民共 和国公司法》和《公司章程》的有关规定，是合法、有效的。 经与会董事审议和表决，形成决议如下： 一、逐项审议通过了《关于回购公司股份方案的议案》 1.1、回购股份的目的 基于对公司未来发展前景的信心和对公司价值的认可，为维护广大投资者合 法权益，增强投资者信心，进一步完善公司长效激励机制，激发关键管理人员、 技术及业务骨干等人才的工作热情，促进公司长期健康发展。结合公司当前的财 务和经营状 ...