智通财经APP讯，蓝思科技(06613)发布公告，该公司于2025年11月14日斥资696.77万元人民币回购24.97 万股A股，每股回购价格为27.89-27.92元人民币。 ...

截至11月13日收盘，同花顺果指数概念下跌0.29%，位居概念板块跌幅榜前列，板块内，东山精密、信 维通信、赛腾股份等跌幅居前，股价上涨的有7只，涨幅居前的有德赛电池、中石科技、长电科技等， 分别上涨5.07%、3.68%、1.46%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000725 | 京东方A | 0.00 | 1.05 | -20013.51 | | 300136 | 信维通信 | -3.70 | 6.30 | -19327.95 | | 300433 | 蓝思科技 | -2.25 | 1.27 | -16855.08 | | 002384 | 东山精密 | -4.42 | 4.11 | -13458.57 | | 300115 | 长盈精密 | 0.12 | 4.18 | -13152.62 | | 002475 | 立讯精密 | -0.68 | 1.29 | -11925.18 | | 002241 | 歌尔股份 | 0.34 | 1.78 | -10885.28 | | ...

数据显示，四季度以来，机构密集调研蓝思科技（300433）、立讯精密（002475）、京东方、东山精密 （002384）、水晶光电（002273）等40余家A股苹果产业链公司。多家公司表示，对未来业务发展前景 预期乐观。 机构频繁调研 数据显示，四季度以来，蓝思科技、鹏鼎控股（002938）、环旭电子（601231）等18家A股苹果产业链 公司均获得50家以上机构调研。 蓝思科技是苹果重要供应商。近日，博时基金、汇添富基金、中信建投（601066）证券等200多家机构 调研蓝思科技。蓝思科技在接受机构调研时表示，三季度末大客户新机发布后，市场反应超出预期，新 机持续热卖，客户订单需求旺盛。公司按客户订单指引，进一步扩招生产人员，当前员工总数接近17万 人，各工厂正加班加点组织生产，规模效应日益凸显。目前多家机构上调全年新机销量预测，随着国内 外销售旺季到来，"国补"和渠道补贴等促销活动的开展，将进一步拉动新机销量增长。公司作为大客户 外观件、结构件的长期核心供应商，充分受益于新机需求增加和超硬镀膜、3D玻璃盖板等创新带来的 量价提升。 东山精密是苹果iPhone柔性电路板（软板）供应商。10月22日，中信证券 ...

水晶光电表示，展望四季度，公司的微棱镜、涂布滤光片等核心产品将持续出货，将持续满足客户对产 品的需求。 水晶光电称，在消费电子领域，公司将持续发力。从北美大客户相关业务来看，薄膜光学面板业务将保 持稳健，2026年将继续成为公司的业绩支撑。对于微棱镜业务，2026年公司将继续争取主力供应商地 位。大客户涂布滤光片业务方面，预计2026年其将在2025年的基础上继续突破，逐步成长为公司重要的 业务支撑。在与大客户的合作方面，公司已经全面参与对接大客户的重要光学创新领域。相信在未来几 年里，大客户的光学创新将会给公司业务带来助力。 ● 本报记者 张兴旺 东财Choice数据显示，四季度以来，机构密集调研蓝思科技、立讯精密、京东方、东山精密、水晶光电 等40余家A股苹果产业链公司。多家公司表示，对未来业务发展前景预期乐观。 机构频繁调研 东财Choice数据显示，四季度以来，蓝思科技、鹏鼎控股、环旭电子等18家A股苹果产业链公司均获得 50家以上机构调研。 蓝思科技是苹果重要供应商。近日，博时基金、汇添富基金、中信建投证券等200多家机构调研蓝思科 技。蓝思科技在接受机构调研时表示，三季度末大客户新机发布后，市场反 ...

证券之星消息，11月12日消费电子板块较上一交易日上涨0.59%，奥尼电子领涨。当日上证指数报收于 4000.14，下跌0.07%。深证成指报收于13240.62，下跌0.36%。消费电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301189 | 奧尼电子 | 39.40 | 12.70% | 10.02万 | | 3.81亿 | | 300822 | 贝仕达克 | 18.16 | 5.03% | 16.03万 | | 2.90亿 | | 300136 | 信维通信 | 34.08 | 4.09% | 80.28万 | | 27.55亿 | | 300433 | 蓝思科技 | 29.83 | 3.58% | 93.51万 | | 27.76亿 | | 920857 | 泓禧科技 | 35.10 | 3.30% | 2.87万 | | 1.06亿 | | 301285 | 鸿日达 | 56.07 | 2.88% | 5.17万 | | 2.87亿 | | ...

Group 1 - The main focus of the news is the significant inflow and outflow of capital in the A-share ChiNext market, highlighting specific companies that attracted or lost substantial investments [1][2]. - The top three companies with net capital inflow are Ningde Times, Shannon Chip Creation, and Lens Technology, with inflows of 838 million, 732 million, and 463 million respectively [1][4]. - The top three companies with net capital outflow are Sunshine Power, Oriental Fortune, and Guide Compass, with outflows of 1.426 billion, 700 million, and 686 million respectively [2][4]. Group 2 - Ningde Times experienced a slight increase in stock price by 0.20% [4]. - Shannon Chip Creation saw a significant rise in stock price by 10.47% [4]. - Lens Technology had a stock price increase of 3.58% [4]. - Sunshine Power's stock price decreased by 2.78% [4]. - Oriental Fortune's stock price fell by 0.96% [4]. - Guide Compass experienced a decline in stock price by 2.63% [4].

Group 1 - A-shares showed mixed performance on November 12, with the Shanghai Composite Index rising by 0.28%, driven by gains in sectors such as home appliances, oil and petrochemicals, and banking [1] - The consumer electronics sector exhibited divergence, with the Consumer Electronics ETF (159732.SZ) declining by 0.55%, while individual stocks like Xinwei Communication, Lens Technology, and Keda Technology saw increases of 5.22%, 2.50%, and 1.99% respectively [1] - Conversely, companies such as Sanhuan Group and Wentai Technology performed poorly, with declines of 4.42% and 3.76% respectively [1] Group 2 - Rokid announced a joint press conference with BOLON, a subsidiary of Essilor, on November 13 to launch new smart glasses, aiming to integrate fashion and aesthetics into their technology [3] - Jianghai Securities highlighted the rapid promotion and popularization of smart glasses as an important carrier for AI, suggesting attention to related industry chain companies due to the continuous iteration of technology and the emergence of new products [3]

Summary of 3Q25 Results Wrap and Inventory Tracker for China Hardware and Semiconductors Industry Overview - **Industry**: China Hardware and Semiconductors - **Quarter**: 3Q25 Key Points 1. Performance of Tech Hardware and Semiconductors - 21% of companies reported better-than-expected results in 2Q25, down from 35% in the previous quarter, primarily from non-operational sources, Apple casing suppliers, and OSAT [1][2] - Among 29 tech hardware and semiconductor stocks, 6 beat expectations, 4 were in-line, and 19 missed in 3Q25 [2] 2. Inventory Levels - The China tech inventory tracker indicates healthy inventory levels for consumer electronics hardware in 3Q25, while AI hardware remains high due to strategic stocking [1][3] - DIO (Days Inventory Outstanding) for passive components and distributors was low, while DIO for TV, optical communications, and networking reached a 5-year high [3] 3. Apple and Android Supply Chains - The Apple supply chain is expected to experience profit-taking following an upward revision in iPhone build plans, with a projected 95 million iPhone 17 builds in 2H25 [7] - Android supply chains are under pressure due to anticipated profit squeezes from rising memory prices [2][8] 4. AI Hardware Growth - AI supply chains are expected to show high growth visibility in 2026, with upstream material lock-in, capacity expansion, and margin delivery as key themes [1][2][9] - The AI sector may face a slowdown from November to February due to a lack of catalysts, but long-term growth remains promising [9] 5. Localization Trends - Strong localization demand is noted among Chinese mature semiconductors, driven by uncertainties in supply from US vendors [2][11] - The "China-for-China" trend is gaining traction, with international semiconductor vendors increasingly partnering with local firms [11] 6. Company-Specific Insights - **Lens Tech**: Expected to benefit from iPhone cover glass upgrades and AI edge devices, with a target price of Rmb38 [10] - **Victory Giant (VGT)**: Anticipated to see robust growth due to AI-related PCB demand, with a target price of Rmb407 [10] - **Sunny Optical**: Likely to benefit from multiple growth engines in 2026, including automotive and AI smart glasses, with a target price of HK$103 [10] 7. Semiconductor Market Dynamics - Chinese semiconductor makers are experiencing rising inventory levels due to softer consumer demand and seasonal stocking [11] - The automotive sector showed signs of stabilization in 4Q25, ahead of new EV purchase tax incentives starting January 2026 [11] 8. Revenue and Growth Projections - Global smartphone shipments grew by 2.6% YoY in 3Q25, while TV shipments declined by 4.9% YoY [6][8] - Revenue growth for smartphone components suppliers was reported at 9% YoY, with net profits increasing by 35% YoY [6] 9. Challenges and Risks - Concerns over memory price hikes are expected to pressure profit margins for smartphone manufacturers [8] - The semiconductor industry faces oversupply issues, particularly in power discrete components, which may hinder recovery [2][11] 10. Analyst Recommendations - Analysts have downgraded certain stocks, such as Sanan, to Sell due to lack of recovery signs, while maintaining Buy ratings on companies like ASMPT and Chroma due to their strong market positions and growth potential [2][11] This summary encapsulates the key insights and trends from the 3Q25 results wrap and inventory tracker for the China hardware and semiconductor industry, highlighting performance metrics, inventory levels, supply chain dynamics, and company-specific forecasts.

Group 1 - The Hong Kong IPO market has seen 87 new listings this year, raising over 240 billion HKD, making it the leading exchange globally for IPO fundraising [1][2] - A total of 16 A-share companies have successfully listed on the Hong Kong Stock Exchange this year, with over 80 more in the pipeline, indicating a significant trend of A+H listings [1][3] - The successful listings are predominantly from leading companies in their respective industries, with most having a market capitalization exceeding 20 billion HKD [3][4] Group 2 - Notable companies like CATL, Heng Rui Pharmaceutical, and Sai Lisi have raised substantial funds, with CATL alone accounting for over 30% of the total fundraising from A+H listed companies [4][5] - The majority of the A+H listed companies are concentrated in the technology and consumer sectors, reflecting a strategic focus on these core areas [4][9] - The performance of newly listed companies has been strong, with 12 out of 16 stocks rising or remaining stable on their first trading day [4][10] Group 3 - There has been a notable trend of H-shares trading at a premium over A-shares for some leading companies, indicating strong international investor confidence [5][9] - A record 302 companies have submitted IPO applications to the Hong Kong Stock Exchange this year, highlighting a robust interest in the market [6][8] - The influx of A-share companies seeking to list in Hong Kong is expected to enhance the quality and liquidity of the Hong Kong market [9][11]

蓝思科技股价9月25日创年内高点34.95元，并于10月9日盘中达到次高点34.88元。 财通证券股份有限公司研究员张益敏、黄梦龙10月9日发布研报《蓝思科技(300433)：精密制造龙 头 多元布局开启成长周期》称，给予蓝思科技"增持"评级。 中国经济网北京11月11日讯 蓝思科技(300433.SZ)今日收报28.80元，跌幅3.52%。 （责任编辑：徐自立） ...