证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-067 蓝思科技股份有限公司 关于变更 2025 年第三次临时股东会召开日期的公告 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。 重要内容提示： 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 会议的召开日期由 2025 年 9 月 15 日变更为 2025 年 9 月 16 日。 公司于 2025 年 8 月 26 日发布了《关于召开 2025 年第三次临时股东会的通 知》，经公司第五届董事会第七次会议审议通过，决定于 2025 年 9 月 15 日召开 2025 年第三次临时股东会。由于相关应当出席会议人员的工作行程变化，本次 会议召开日期变更为 2025 年 9 月 16 日，网络投票日期相应变更。除此之外，原 会议通知中的其他内容均不变。 会议日期变更后的本次股东会相关信息如下： 一、召开会议的基本情况 1、股东会届次：2025 年第三次临时股东会。 2、股东会的召集人：董事会。 3、会议召开的合法、合规性：本次会议的召集、召开符合《中华人民共和 国公司法》 ...

蓝思科技（300433）(06613)发布公告，于2025年9月2日斥资483.64万元(人民币，下同)回购A股股份 16.06万股，每股回购价格为30.06-30.15元。 ...

智通财经APP讯，蓝思科技(06613)发布公告，于2025年9月2日斥资483.64万元(人民币，下同)回购A股 股份16.06万股，每股回购价格为30.06-30.15元。 ...

格隆汇9月2日丨蓝思科技(06613.HK)发布公告，2025年9月2日耗资483.6万元人民币回购16.06万股A 股，回购价格每股30.06-30.15元。 ...

东方证券股份有限公司研究员韩潇锐、蒯剑、薛宏伟9月1日发布研报《蓝思科技：业绩稳健增长下半年 有望加速》称，维持给予蓝思科技买入评级。 中国经济网北京9月2日讯蓝思科技（300433）(300433.SZ)今日收报30.03元，跌幅7.14%。 ...

Group 1 - The core viewpoint of the article highlights that Qushi Asset Management has recently conducted research on a listed company, Lens Technology, indicating potential growth opportunities in the 3D printing sector and solar energy [1] - Lens Technology (H-share: 06613) is set to be listed on July 9, 2025, and has engaged in joint R&D with leading companies in the 3D printing industry, with some products expected to achieve mass production next year [1] - The company’s wholly-owned subsidiary, Hunan Lens New Energy Co., Ltd., has a registered capital of 1 billion yuan and focuses on photovoltaic glass products, photovoltaic equipment and components, and photovoltaic power generation projects [1] Group 2 - Qushi Asset Management, established in September 2015, has a paid-in registered capital of 10 million yuan and received private securities investment fund management qualifications in April 2016 [1] - The company specializes in asset management with over 90% of its employees holding master's degrees or higher from prestigious domestic and international institutions [1] - The founder, Zhang Xiuqi, is a well-known fund manager in the public fund sector, having received multiple awards, including the "Fund Golden Ding Award" [1]

Group 1: Company Highlights - Changchun High New has made significant progress in using AI large models to design highly alkaline single-domain antibodies, successfully completing the development of a protein product designed by the model that has entered 5000-liter scale production [1] - Oko Yi achieved operating revenue of 603.48 million yuan in the first half of 2025, a year-on-year increase of 4.17%, but net profit decreased by 98.71% due to low capacity utilization, increased depreciation, rising material costs, and higher expense ratios [2] - Jingwang Electronics reported operating revenue of 7.095 billion yuan in the first half of 2025, a year-on-year increase of 20.93%, with net profit of 650 million yuan, a slight decrease of 1.06% [3] - Lens Technology has engaged in joint R&D with leading companies in the 3D printing industry, with some products expected to achieve mass production next year [4] - Ximai Food's revenue for the first half of the year was over 30 million yuan, a year-on-year increase of approximately 10%, with profitability starting in the second quarter [5] - Antu Bio experienced a decrease in testing volume due to price reductions in chemiluminescence products, but anticipates a record high in installed capacity in 2024 [6] Group 2: Industry Insights - The manufacturing recovery is driving demand for tools in the automotive, aerospace, and consumer electronics sectors, with significant potential for domestic replacements in high-end fields [2] - The industry is in a golden development phase, with substantial room for domestic substitution and significant overseas market potential [2] - The automotive electronics sector is experiencing rapid growth, with increased shipments of AI servers and 800G optical modules [3] - The biopharmaceutical sector is facing pressure from the implementation of centralized procurement and DRG policies, impacting sales and pricing strategies [5][6]

Macro Dynamics - Jinan has launched a new round of automobile consumption subsidies totaling 12 million yuan, effective from September 1 to September 30, 2025, available on a first-come, first-served basis for individuals and enterprises purchasing non-operational passenger vehicles [2] Financial Institutions - The People's Bank of China in Beijing has initiated a pilot program to transparently display the comprehensive financing costs of loans for enterprises, covering 37 major domestic banks. This initiative aims to reduce overall financing costs and improve financial services for the real economy [5] Market Data - The ChiNext Index rose by 2.29%, with significant gains in gold concept stocks, innovative pharmaceuticals, and semiconductor sectors, while total market turnover exceeded 2.7 trillion yuan [7] - As of August 29, the financing balance in the two markets increased by 17.044 billion yuan, with the Shanghai Stock Exchange reporting a balance of 1.140926 trillion yuan and the Shenzhen Stock Exchange at 1.097174 trillion yuan [8] - The Hang Seng Technology Index increased by 2.2%, with Alibaba's stock rising over 18% [9] Company Dynamics - China Shipbuilding announced that China Shipbuilding Heavy Industry's A-share stock will be delisted on September 5, 2025, due to voluntary delisting [12] - Kweichow Moutai's controlling shareholder increased its stake by 67,821 shares, amounting to 100 million yuan [13] - Industrial Fulian has repurchased 7.6974 million shares for a total of 147 million yuan [14] - Tianqi Lithium announced the commencement of a pilot project for the production of 50 tons of lithium sulfide, utilizing new technology and equipment [15] - DeepSeek has implemented content labeling for AI-generated synthetic content to ensure user awareness and prevent misuse [16] - Lens Technology confirmed that mass production for new devices began in June, with expectations for increased market share and revenue growth [17]

Core Viewpoint - The company is experiencing growth in net profit due to effective cost control and increased production of new models, with a focus on high-margin assembly business and strategic partnerships in various sectors [2][3][4]. Group 1: Financial Performance - The company's net profit growth outpaced revenue growth in the first half of the year, primarily due to effective cost management and efficiency measures implemented at the Changsha facility [2]. - Revenue from the Changsha facility increased by 30.92% year-on-year, with significant improvements in gross margin [5]. - Blue Si Precision and Xiangtan Blue Si reported slight declines in revenue and net profit, attributed to product transfers and increased R&D expenses, but are expected to recover with new product launches [4]. Group 2: Business Segments and Growth - The assembly business's revenue share increased, contributing to stable overall gross margins, with plans to transition to high-end hardware assembly to enhance profitability [3]. - The wearable business saw an increase in gross margin due to a higher share of metal frames in smartwatches, with growth expected across four main segments: smartphones, smart automotive, smart headsets, and other smart devices [6]. - The automotive business is expanding through collaborations with over 30 leading domestic and international automotive companies, focusing on new product development and value enhancement [7]. Group 3: R&D and Innovation - R&D expenses increased by 29.15% to nearly 400 million, focusing on consumer electronics, AI glasses, humanoid robots, and automotive glass [8]. - The company has made significant breakthroughs in AI glasses technology, establishing itself as a core supplier for major North American clients [9]. - The company is actively pursuing opportunities in the AI server market, particularly in liquid cooling technology, with plans for product launches and capacity expansion [10].

Financial Performance - The company's revenue from the assembly business continues to increase, contributing to a stable overall gross margin despite rising costs [2][4] - Changsha's revenue increased by 30.92% year-on-year, with significant improvements in gross margin due to effective cost reduction measures [4][5] - Blue Sky Precision's revenue and net profit slightly decreased due to product transfers, but new product launches are expected to drive growth in the second half of the year [4][5] Strategic Initiatives - The company aims to embrace the AI era by positioning itself as a smart hardware manufacturer, focusing on high-margin products such as AI servers and AR glasses [3][4] - The introduction of new products in the automotive sector, including wireless charging modules and communication modules, is expected to enhance the value per vehicle [5][6] - The company is actively expanding its capabilities in AI glasses and human-robot collaboration, with ongoing partnerships with leading clients in these fields [8][9] Research and Development - R&D expenses increased by 29.15%, amounting to nearly 400 million, primarily due to new projects in consumer electronics and AI glasses [6][7] - The company is focusing on advanced technologies and foundational research to support future business growth [7][8] - The development of liquid cooling modules for AI servers is a key area of focus, with plans for mass production in the second half of the year [9][10] Market Outlook - The company anticipates significant growth in four main sectors: smartphones, smart automotive, smart wearables, and other smart devices, driven by new product launches and market demand [5][6] - The automotive business is expected to see growth from partnerships with over 30 leading automotive companies, enhancing product offerings and market share [5][6] - The company is committed to maintaining a competitive edge through innovation and collaboration with clients, ensuring a strong market presence [7][8]