（文章来源：证券日报） 证券日报网讯 1月14日，蓝思科技在互动平台回答投资者提问时表示，公司2025年三季度末的股东户数 为15.98万户，后续变动请关注公司定期报告。 ...

证券日报网讯 1月14日，蓝思科技在互动平台回答投资者提问时表示，公司电子邮箱功能正常，可正常 收取邮件。 （文章来源：证券日报） ...

（编辑 丛可心） 证券日报网讯 1月14日，蓝思科技在互动平台回答投资者提问时表示，公司已构建起具身智能核心部件 到整机组装的垂直整合制造平台，产品从整机组装到液态金属、铝镁合金结构件、六维力传感器、头部 模组、关节模组和灵巧手等核心零部件与模组。目前已为国内外多家头部机器人客户批量交付人形机器 人、四足机器人整机和头部模组、关节模组、灵巧手、结构件等，组装出货规模位居行业前列。近期已 确定成为北美头部机器人客户首批核心供应商，头部模组已通过客户认证，结构件等正在认证中。 ...

蓝思科技1月14日在互动平台表示，公司已构建起具身智能核心部件到整机组装的垂直整合制造平台， 产品从整机组装到液态金属、铝镁合金结构件、六维力传感器、头部模组、关节模组和灵巧手等核心零 部件与模组。目前已为国内外多家头部机器人客户批量交付人形机器人、四足机器人整机和头部模组、 关节模组、灵巧手、结构件等，组装出货规模位居行业前列。近期已确定成为北美头部机器人客户首批 核心供应商，头部模组已通过客户认证，结构件等正在认证中。 ...

据iFinD统计，截至1月13日，沪深两市共有192股连续5日或5日以上获融资净买入。连续获融资净买入 天数最多的股票是上大股份，连续13个交易日获净买入；连续获融资净买入天数较多的还有中航光电、 航宇科技、蓝色光标、申万宏源、华测导航、英唐智控、蓝思科技、天味食品等股。 （文章来源：证券时报网） ...

香港联交所最新资料显示，1月13日，蓝思科技（300433）(06613)股东将股票由摩根士丹利香港证券转 入高盛(亚洲)证券，转仓市值5.10亿港元，占比5.64%。 金涌投资发布公告，于2026年1月12日，公司直接全资附属公司Redwood以每股平均售价约30.30港元出 售127.06万股蓝思科技股份，连同于2026年1月9日以每股平均售价约29.06港元出售132万股蓝思科技股 份，Redwood已透过市场上交易合共出售259.06万股蓝思科技股份，总代价约7685.76万港元(不包括交 易成本)，于结付时以现金收取。出售股份占于本公告日期于联交所上市的蓝思科技已发行股本总额约 0.86%。出售事项完成后，Redwood将不再持有任何蓝思科技股份。 ...

Group 1 - The core viewpoint of the article is that Lens Technology has recently launched several new products that are expected to lead the new infrastructure of space computing, resulting in a significant increase in the company's stock price, which has risen over 100% as of January 13 [1] - The article highlights the key parameters, application scenarios, advantages, and market potential of the new products introduced by the company [1] - Following the announcement, the company's stock price experienced a notable surge, closing at a significant increase [1] Group 2 - Market participants have raised concerns regarding the legality of companies disclosing new product information through WeChat public accounts, suggesting it may violate regulations on information disclosure [8] - The article references past cases where companies faced regulatory penalties for failing to disclose information through the proper channels, emphasizing the importance of compliance with disclosure regulations [9] - It is noted that timely, accurate, and complete disclosure of significant information is essential for the healthy operation of the capital market, and companies are urged to adhere strictly to disclosure regulations [10]

证券之星消息，1月13日消费电子板块较上一交易日下跌3.51%，硕贝德领跌。当日上证指数报收于 4138.76，下跌0.64%。深证成指报收于14169.4，下跌1.37%。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) | | --- | --- | --- | --- | --- | --- | | 301567 | 贝隆精密 | 51.00 | 1.76% | 4.53万 | 2.29亿 | | 002866 | 传艺科技 | 19.36 | 1.52% | 30.76万 | 6.03亿 | | 301086 | 灣區灣 | 122.05 | 1.44% | 2.91万 | 3.53亿 | | 688260 | 昀冢科技 | 36.38 | 0.92% | 19.49万 | 7.12亿 | | 920005 | 鼎佳精密 | 43.05 | 0.63% | 1.15万 | 4983.33万 | | 002055 | ST得润 | 5.69 | 0.35% | 53.22万 | 3.04亿 | | 002888 | 惠威科技 | 20.66 | ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable declines in share prices across multiple sectors, particularly in aerospace, communication, and consumer electronics. Group 1: Major Stock Outflows - The stock with the highest capital outflow is Goldwind Technology, with an outflow of 5.043 billion yuan and a price drop of 3.36% [1][2] - Aerospace Electronics experienced a capital outflow of 4.378 billion yuan, with a significant price decline of 10.01% [1][2] - BlueFocus Media saw an outflow of 2.976 billion yuan, but its share price increased by 1.12% [1][2] Group 2: Sector Performance - The wind power equipment sector, represented by Goldwind Technology, is facing challenges with a notable capital outflow [2] - The aerospace sector, particularly Aerospace Electronics and Aerospace Development, is experiencing substantial capital withdrawals, indicating potential investor concerns [1][2] - The consumer electronics sector, including Industrial Fulian and Xunwei Communication, is also seeing significant outflows, reflecting broader market trends [1][3] Group 3: Additional Notable Stocks - Other companies with significant capital outflows include Kunlun Wanwei (2.078 billion yuan), Raytheon Defense (1.894 billion yuan), and China Satcom (1.439 billion yuan), all of which are in the communication and internet service sectors [1][3] - Semiconductor company SMIC reported an outflow of 1.206 billion yuan, indicating investor caution in the semiconductor industry [1][3] - The photovoltaic equipment sector, represented by Sunshine Power, also faced an outflow of 1.077 billion yuan, highlighting challenges in renewable energy investments [1][3]

爱建证券研报指出，CES2026，蓝思科技以"定义AI的物理边界"为主题，首次系统呈现覆盖全栈式AI硬 件生态布局。认为公司首先在消费电子传统业务领域持续工艺创新，其次在机器人和服务器液冷等新兴 领域加大产能投放，同时公司在前沿的商业航天领域也有了领先的技术布局。持续看好公司立足于自身 在材料加工和精密制造领域的多年沉淀，向消费电子，机器人，服务器零部件和商业航天领域的业务推 进。预计公司25-27年，净利润54.2/67.1/79.3亿元，对应市盈率31.1/25.2/21.3倍。维持"买入"评级和盈利 预测。 ...