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蓝思科技涨2.11%,成交额3.98亿元,主力资金净流出612.66万元
Xin Lang Cai Jing· 2025-11-27 02:15
资料显示,蓝思科技股份有限公司位于湖南省浏阳生物医药园,香港九龙观塘海滨道133号万兆丰中心7 楼A室,成立日期2006年12月21日,上市日期2015年3月18日,公司主营业务涉及蓝思科技股份有限公 司是一家主要从事电子产品防护面板的研发、生产及销售业务的中国公司。该公司的主要产品为手机视 窗防护屏。该公司的其他产品包括平板电脑防护屏以及其他产品防护屏。该公司的产品应用于智能手 机、平板电脑、笔记本电脑、智能穿戴设备、数码相机及其他等。主营业务收入构成为:智能手机与电 脑类82.48%,智能汽车及座舱类9.60%,智能头显与智能穿戴类5.00%,其他业务收入1.82%,其他智能 终端类1.10%。 蓝思科技所属申万行业为:电子-消费电子-消费电子零部件及组装。所属概念板块包括:汽车零部件、 折叠屏、工业互联网、电子烟、小米概念等。 截至9月30日,蓝思科技股东户数15.99万,较上期增加8.17%;人均流通股31070股,较上期减少 7.52%。2025年1月-9月,蓝思科技实现营业收入536.63亿元,同比增长16.08%;归母净利润28.43亿元, 同比增长19.91%。 11月27日,蓝思科技盘中上涨 ...
深度|解码港股IPO版图:四地企业占据半壁江山、三四线城市靠巨头榜上有名……
证券时报· 2025-11-27 00:20
Core Insights - The article highlights the anticipated "IPO boom" in the Hong Kong market for 2025, driven by policy support, industrial accumulation, and capital market responsiveness [2] - The distribution of IPOs shows a clear "Matthew effect," with major contributions from Shanghai, Guangdong, Jiangsu, and Zhejiang, which together account for over 53.93% of the total IPOs [4][5] Group 1: IPO Market Overview - As of November 26, 2025, the Hong Kong Stock Exchange has raised HKD 258.275 billion in IPOs, marking a year-on-year increase of over 257% [2] - A total of 89 new companies have listed, with a significant concentration in major economic provinces [2][4] Group 2: Regional Contributions - The top four provinces (Shanghai, Guangdong, Jiangsu, and Zhejiang) contributed 48 out of 89 IPOs, showcasing their economic strength and innovation [4] - Shanghai leads with 14 IPOs, followed by Guangdong with 12, and both Jiangsu and Zhejiang with 11 each [4][5] Group 3: Emerging Trends - The article notes that while first-tier cities dominate in terms of the number of IPOs, smaller cities can still achieve significant fundraising through their leading enterprises, as seen with Ningde City [7][8] - Notably, Ningde Times raised approximately HKD 41 billion, making it the largest IPO globally, despite being the only company from Ningde to list [7] Group 4: Sectoral Insights - The biopharmaceutical sector has shown remarkable performance, with 19 companies listed, primarily from the Yangtze River Delta region, which accounts for 30% of the national biopharmaceutical output [10] - The article also mentions the emergence of specialized technology companies listing under the new 18C chapter, indicating a growing trend towards sector-specific IPOs [11] Group 5: Future Outlook - Analysts predict that with increased efforts from new first-tier cities like Wuhan, Chengdu, and Xi'an to cultivate local enterprises for listing, the IPO landscape may evolve into a "core leading, multi-point blooming" model [11]
湖南具身智能创新中心在长沙启用,已聚集近30家机器人生态企业
Chang Sha Wan Bao· 2025-11-26 23:29
长沙晚报全媒体记者 匡小娟 通讯员 欧亚琦 11月26日,湖南具身智能创新中心启用暨蓝思光电研发生产基地项目签约仪式在长沙经开区举行。这一省级高 能级创新平台的落地与重大产业项目的签约,标志着湖南在具身智能这一国家重点未来产业布局上迈出关键步 伐,为长沙全力建设全球研发中心城市再添核心支撑。 当前,蓝思科技不仅搭建了从机器人核心部件研发、生产到整机组装的垂直整合体系,更积极构建了开放协同 的产业链生态圈。 在生活家居和智能商超区域,机器人化身贴心的助手与高效的服务员。视线转向工业场景展厅,则是另一番火 热景象:一台工业机器人臂在模拟产线上有条不紊地忙碌,进行高精度的上下料、工件打磨与精密装配,动作 干脆利落。 记者了解到,湖南具身智能创新中心首期建设面积约7000平方米,依托湖南高校科研资源,由中国工程院院 士、湖南大学教授王耀南担任技术委员会主任。中心规划建设国内领先的具身智能研发创新区、行业场景数据 采集区、工业应用实践基地及教学培训基地等,布局120台以上机器人各类应用场景。 截至目前,湖南具身智能创新中心已聚集行深智能、鸿蒙生态等近30家机器人生态企业,覆盖关节模组、控制 器、整机集成与行业解决方案等 ...
湖南具身智能创新中心启用 助力全球研发中心城市建设
Zhong Guo Xin Wen Wang· 2025-11-26 14:31
中新网长沙11月26日电(唐小晴 欧亚琦)11月26日,湖南具身智能创新中心在长沙经开区启用。这意味着 湖南在具身智能这一国家重点未来产业布局上迈出关键步伐,为长沙建设全球研发中心城市再添核心支 撑。 该中心由长沙经开区孵化,蓝思科技联合产业链上下游领军企业共建的湖南智启未来人工智能与机器人 研究院负责建设,长沙经开区、蓝思科技与智元机器人合资成立的湖南智启未来科技有限公司负责运 营。 启用仪式 创新中心 展出的"灵巧手"。长沙经开区供图 现场。长沙经开区供图 记者在现场看到,中心一楼展示区全景呈现了具身智能的多元应用场景,覆盖生活家居、智慧商超等民 生领域,以及工业作业、特种任务等专业领域。工业场景展厅内,机器人精准完成上下料、打磨、装配 等工序;特种行业展厅里,消防灭火、高空作业、灾难搜救等机器人装备集中亮相。 据了解,蓝思科技不仅搭建了从机器人核心部件研发、生产到整机组装的垂直整合体系,更积极构建了 开放协同的产业链生态圈。在创新中心启动仪式上,蓝思科技宣布向湖南省残疾人联合会捐赠200套智 能辅具,包括强脑科技智能仿生手与智能仿生腿。 当日,蓝思光电研发生产基地项目签约仪式同步举行。该项目主要布局生产 ...
蓝思科技湘潭公司增资至约37.6亿元,增幅约9%
Xin Lang Cai Jing· 2025-11-26 03:04
天眼查工商信息显示,11月25日,蓝思科技(湘潭)有限公司发生工商变更,注册资本由约34.65亿人 民币增至约37.6亿人民币,增幅约9%。 蓝思科技(湘潭)有限公司成立于2012年7月,法定代表人为周群飞,经营范围包括第二类医疗器械生 产、移动终端设备制造、通信设备制造、智能车载设备制造、集成电路制造等。股东信息显示,该公司 由蓝思科技(300433)、蓝思国际(香港)有限公司、蓝思科技(长沙)有限公司共同持股。 值得一提的是,此前,蓝思科技(长沙)有限公司发生工商变更,注册资本由约31.03亿美元增至约 34.57亿美元,增幅约11%。 ...
239家公司获机构调研(附名单)
Zheng Quan Shi Bao Wang· 2025-11-25 04:33
Core Insights - In the past five trading days, a total of 239 companies were investigated by institutions, with significant interest in companies like Ding Tai Gao Ke, Nine Company, and Jing Chen Shares [1][2] - The majority of the investigations were conducted by securities companies, accounting for 90.38% of the total, followed by fund companies and private equity firms [1] - Among the companies investigated, 39 received attention from more than 20 institutions, with Ding Tai Gao Ke being the most scrutinized, attracting 239 institutions [1][2] Group 1: Institutional Research Activity - A total of 239 companies were investigated by institutions from November 18 to November 24 [1] - Securities companies conducted research on 216 companies, while fund companies and private equity firms investigated 150 and 80 companies, respectively [1] - Ding Tai Gao Ke received the highest number of institutional inquiries, with 239 institutions participating [1] Group 2: Financial Performance and Market Movement - In the past five days, six stocks among those investigated saw an increase in funds, with Jing Chen Shares receiving a net inflow of 449 million yuan [1][2] - The stocks that increased in value included Jing Chen Shares, which rose by 15.68%, and others like Hua Xi You Se and Si Ling Shares, which increased by 3.33% and 3.20%, respectively [2] - Conversely, 31 stocks experienced declines, with Ying Lian Shares, Rong Qi Ke Ji, and Hai You Xin Cai seeing the largest drops of 18.48%, 17.41%, and 14.83% [2] Group 3: Company-Specific Insights - Ding Tai Gao Ke's latest closing price was 100.50 yuan, with a decline of 8.30% [3] - Jing Chen Shares closed at 92.72 yuan, marking a significant increase of 15.68% [3] - Ying Lian Shares, on the other hand, closed at 17.11 yuan, reflecting a substantial decrease of 18.48% [3]
ETF盘中资讯 | Meta斥巨资购买谷歌的TPU!算力硬件大涨,光模块+PCB走强!中际旭创涨超6%,双创龙头ETF(588330)盘中上探3.45%
Sou Hu Cai Jing· 2025-11-25 04:10
今日(11月25日)科技成长方向强势进攻,创业板指涨超2.5%,科创综指涨逾1.7%,覆盖创业板+科创板高成长龙头的硬 科技宽基——双创龙头ETF(588330)场内涨幅盘中上探3.45%,现涨2.5%,实时成交额超3200万元,交投较为活跃! 细分方向来看,光模块三巨头王者归来,中际旭创、新易盛涨超6%,天孚通信涨逾4%;PCB(印制电路板)方面,胜宏 科技涨超6%;光伏方面,阳光电源涨超5%,阿特斯涨逾2%。 【掘金新质生产力,投资中国版"纳斯达克"】 关注双创龙头ETF(588330)及其场外联接基金(A类:013317 / C类:013318)的三大特征: 1、跨市场多元配置,百分百战略新兴:标的指数从科创板和创业板中选取市值较大的50只战略新兴产业上市公司作为指 数样本,汇集高成长龙头,囊括新能源、光伏、光模块、半导体、医疗设备等热门主题; 2、成长风格"战斗基",一键配置中国顶尖科技:全球科技博弈背景下,科技自立自强和产业链自主可控的重要性提升至 新高度,"中国版纳斯达克"呼之欲出; 3、高弹性工具捕捉科技行情,低门槛布局突围力量:标的指数20%涨跌幅限制,抢反弹更快,有能力担当"反弹先锋"。 相 ...
港股蓝思科技涨近5%

Mei Ri Jing Ji Xin Wen· 2025-11-25 02:34
每经AI快讯,蓝思科技(06613.HK)涨近5%,截至发稿,涨4.34%,报24.04港元,成交额4665.51万港 元。 ...
2025年三季度消费电子市场持续回暖,触控显示上市公司业绩整体向好
CINNO Research· 2025-11-24 23:51
期数: 2 0 2 5年11月刊 分类: 会员服务—触控技术月度市场发展趋势概况 主题: 2 0 2 5年三季度消费电子市场持续回暖,触控显示上市公司业绩整体向好 概要: 内容涵盖全球主要触控显示行业上市公司2 0 2 5年三季度营收以及营业利润数据变化情 况,并对其关键业务进行概括说明。 2 . Q3 ' 2 5触控显示行业上市公司营收及营业利润情况对比 3 . Q1 ' 2 3 -Q3 ' 2 5长信科技营收、营业利润趋势及主营业务构成 4 . Q1 ' 2 3 -Q3 ' 2 5联创电子营收、营业利润趋势及主营业务构成 5 . Q1 ' 2 3 -Q3 ' 2 5业成光电营收、营业利润趋势及主营业务构成 6 . Q1 ' 2 3 -Q3 ' 2 5宸鸿科技营收、营业利润趋势及主营业务构成 7 . Q1 ' 2 3 -Q3 ' 2 5莱宝高科营收、营业利润趋势及主营业务构成 8 . Q1 ' 2 3 -Q3 ' 2 5蓝黛科技营收、营业利润趋势及主营业务构成 9 . Q1 ' 2 3 -Q3 ' 2 5蓝思科技营收、营业利润趋势及主营构成 1 0 . Q1 ' 2 3 -Q3 ' 2 5信濠光电营收、营业 ...
机构调研、股东增持与公司回购策略周报(20251117-20251121)-20251124
Yuan Da Xin Xi· 2025-11-24 14:07
Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the last 30 days include United Imaging Healthcare, Lens Technology, Aibo Medical, Sanhua Intelligent Control, and Zhaoyi Innovation [2][13] - In the last 5 days, the most popular companies for institutional research include Ninebot Company-WD, Rongbai Technology, Lens Technology, Yintong Intelligent Control, and Yinglian Co., Ltd [2][15] - Among the top twenty companies in the last 30 days, 19 companies had 10 or more rating agencies involved, with significant profit growth expected for Jiao Cheng Ultrasound, Lanke Technology, and United Imaging Healthcare in Q1-Q3 of 2025 compared to the same period in 2024 [2][13][16] Group 2: Major Shareholder Increase in A-Share Listed Companies - From November 17 to November 21, 2025, five listed companies announced significant shareholder increases, with Changshu Bank increasing its shareholding by more than 1% of total equity, while Huangtai Liquor, Longlide, Fuguang Co., and Feiwo Technology planned to increase their holdings with an average of more than 1% of the market value on the announcement date [3][20] - From January 1 to November 21, 2025, a total of 295 companies announced significant shareholder increases, with 90 of them having 10 or more rating agencies involved. Among these, 23 companies had an average planned increase amount exceeding 1% of the market value on the announcement date, including Xianhe Co., Hubei Yihua, Xinji Energy, and Zhongju Gaoxin [5][22] Group 3: Share Buyback Situation in A-Share Listed Companies - From November 17 to November 21, 2025, 65 companies announced their buyback progress, with 16 companies having 10 or more rating agencies involved. Five companies had an average planned buyback amount exceeding 1% of the market value on the announcement date, with a focus on Jian Sheng Group, Trina Solar, and Prologis Pharmaceuticals [4][25] - From January 1 to November 21, 2025, a total of 1,805 companies announced their buyback progress, with 344 of them having 10 or more rating agencies involved. Among these, 88 companies had a significant buyback ratio, with two companies, Huaming Equipment and Prologis Pharmaceuticals, still in the board proposal stage [6][27]